Axis NIFTY Next 50 Index Fund · Regular · Growth
NAV
₹16.7081
as of 29 Sept 2026
Expense Ratio
1.12%
AUM
₹482 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.22%
- 3Y
- +15.23%
- 5Y
- —
- Since Inception
- +11.62%
SIP returns (XIRR)
- 1Y
- +0.48%
- 3Y
- +5.36%
- 5Y
- —
- Since Inception
- +10.80%
What history actually did — last 4 years (Oct 2022 – Sept 2026)
A ₹5,000 monthly SIP for the last 4 years (Oct 2022 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹2,82,686 today — ₹2,35,000 invested, 9.5% XIRR.
₹2,35,000
Invested
₹2,82,686
Value today
9.5%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Oct 2022 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹1,65,643 today (13.5% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Oct 2022 – Sept 2026) (3 Jun 2024) would be ₹97,917 today (0.98×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.06
Sharpe Ratio
—
Alpha
—
Beta
-0.05
Sortino
16.09%
Std Dev
-14.53%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Finance11.31%
- Power8.94%
- Pharmaceuticals & Biotechnology8.80%
- Electrical Equipment6.57%
- Banks6.40%
- Automobiles5.25%
- Auto Components4.68%
- Petroleum Products4.63%
- Chemicals & Petrochemicals3.99%
- Beverages3.88%
- Agricultural, Commercial & Construction Vehicles3.87%
- Aerospace & Defense3.59%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
What this fund does
Axis NIFTY Next 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Axis NIFTY Next 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Axis Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹482 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY NEXT 50 INDEX TRI. The current expense ratio is 1.12%.
Who Should Invest?
- •Cost-conscious investors who prefer passive investing with low expense ratios