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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 202617.5629
CategoryIndex Fund
PlanRegular · Growth
Launched7 Jan 2022
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY Next 50 TRI
Expense ratiodirect plan, a year1.12%
AUM₹81.5 Cr
Growth of ₹10,000₹17,1622 Feb 2022 to 2 Sep 2026
₹18,157₹15,718₹13,280₹10,841₹8,403Feb 2022Mar 2023May 2024Jul 2025Sep 2026
₹17,162 (+12.5% a year) Axis Nifty Next 50 Index Fund

Performance (trailing, annualised)

1Y annualised8.66%
3Y annualised17.31%

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 ₹1,26,74410.54%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,11,5788.89%

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

Calendar years

Calendar 202325.86%
Calendar 202426.93%
Calendar 20251.81%

Rolling returns

Rolling 1Y · average185 windows since 3 Feb 202317.65%
Rolling 1Y · median7.98%
Rolling 1Y · worst window-12.03%
Rolling 1Y · best window70.82%
Rolling 1Y · windows positive74%
Rolling 3Y · average82 windows since 3 Feb 202517.72%
Rolling 3Y · median17.73%
Rolling 3Y · worst window11.47%
Rolling 3Y · best window22.99%
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)13.67%
Maximum drawdown-26.59%

Management

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

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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