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OmniAsset › Mutual funds › Axis Nifty Next 50 Index Fund

Axis Nifty Next 50 Index Fund

Index Fund fund benchmarked to NIFTY Next 50 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202618.1344
CategoryIndex Fund
PlanDirect · Growth
Launched7 Jan 2022
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY Next 50 TRI
Expense ratiodirect plan, a year0.21%
AUM₹396 Cr
Growth of ₹10,000₹17,7192 Feb 2022 to 2 Sep 2026
₹18,443₹15,937₹13,432₹10,927₹8,422Feb 2022Mar 2023May 2024Jul 2025Sep 2026
₹17,719 (+13.3% a year) Axis Nifty Next 50 Index Fund

Performance (trailing, annualised)

1Y annualised9.63%
3Y annualised18.19%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,27,36211.52%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,17,0949.79%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202326.62%
Calendar 202427.71%
Calendar 20252.66%

Rolling returns

Rolling 1Y · average185 windows since 3 Feb 202318.44%
Rolling 1Y · median8.86%
Rolling 1Y · worst window-11.31%
Rolling 1Y · best window71.79%
Rolling 1Y · windows positive75%
Rolling 3Y · average82 windows since 3 Feb 202518.52%
Rolling 3Y · median18.55%
Rolling 3Y · worst window12.17%
Rolling 3Y · best window23.78%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)18.36%
Downside deviation (3Y)13.64%
Maximum drawdown-26.35%

Management

Fund managerMr. Nandik Malik, Mr. Rohit Gautam
Managing since2 Sep 2026

What it holds

SecurityWeight
Divi's Laboratories Ltd4.0%
TVS Motor Company Ltd4.0%
Tata Motors Ltd3.6%
Hindustan Aeronautics Ltd3.5%
Adani Power Ltd3.5%
Cholamandalam Investment & Finance Company Ltd3.1%
Torrent Pharmaceuticals Ltd3.0%
Cummins India Ltd2.9%
Samvardhana Motherson International Ltd2.6%
The Indian Hotels Company Ltd2.6%
SectorWeight
Financial20.4%
Energy & Utilities17.6%
Industrials14.5%
Consumer Discretionary11.8%
Consumer Staples10.8%

Portfolio disclosed: 99.7% by weight.

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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