Axis Nifty 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 25
Rating
Growth Option 27-01-2026
NAV ₹15.02(R) +0.5% ₹15.2(D) +0.5%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 11.07% 13.43% -% -% -%
Direct 11.43% 13.76% -% -% -%
Benchmark
SIP (XIRR) Regular 5.08% 9.62% -% -% -%
Direct 5.42% 9.95% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.67 0.33 0.57 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
11.27% -12.56% -14.03% - 8.04%
Fund AUM As on: 30/12/2025 806 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI Prudential Nifty Auto Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
AXIS Nifty Midcap 50 Index Fund 4
HDFC NIFTY50 Equal Weight Index Fund 5
DSP Nifty 50 Equal Weight Index Fund 6
ICICI Prudential Nifty50 Equal Weight Index Fund 7
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
Nippon India Nifty Midcap 150 Index Fund 10
Motilal Oswal Nifty Midcap 150 Index Fund 11
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty Midcap 150 Index Fund 13
Navi Nifty Midcap 150 Index Fund 14
Bandhan Nifty100 Low Volatility 30 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
UTI Nifty 50 Index Fund 17
Navi Nifty 50 Index Fund 18
HDFC NIFTY 100 Equal Weight Index Fund 19
Dsp Nifty 50 Index Fund 20

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty 50 Index Fund - Regular Plan - Growth Option 15.02
0.0700
0.5000%
Axis Nifty 50 Index Fund - Regular Plan - IDCW 15.02
0.0700
0.5000%
Axis Nifty 50 Index Fund - Direct Plan - Growth 15.2
0.0800
0.5000%
Axis Nifty 50 Index Fund - Direct Plan - IDCW 15.2
0.0800
0.5000%

Review Date: 27-01-2026

Beginning of Analysis

In the Index Funds category, Axis Nifty 50 Index Fund is the 39th ranked fund. The category has total 90 funds. The Axis Nifty 50 Index Fund has shown an average past performence in Index Funds. The fund has a Sharpe Ratio of 0.67 which is lower than the category average of 0.88.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Axis Nifty 50 Index Fund Return Analysis

  • The fund has given a return of -2.9%, -2.98 and 2.32 in last one, three and six months respectively. In the same period the category average return was -2.78%, -3.32% and 0.61% respectively.
  • Axis Nifty 50 Index Fund has given a return of 11.43% in last one year. In the same period the Index Funds category average return was 9.27%.
  • The fund has given a return of 13.76% in last three years and ranked 61.0st out of 101 funds in the category. In the same period the Index Funds category average return was 15.94%.
  • The fund has given a SIP return of 5.42% in last one year whereas category average SIP return is 3.92%. The fund one year return rank in the category is 59th in 146 funds
  • The fund has SIP return of 9.95% in last three years and ranks 47th in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (26.64%) in the category in last three years.

Axis Nifty 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 11.27 and semi deviation of 8.04. The category average standard deviation is 12.15 and semi deviation is 8.91.
  • The fund has a Value at Risk (VaR) of -12.56 and a maximum drawdown of -14.03. The category average VaR is -15.3 and the maximum drawdown is -15.81.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.93
    -2.83
    		-13.52 | 3.69 75 | 147 Average
    3M Return % -3.05
    -3.47
    		-20.72 | 7.06 66 | 147 Good
    6M Return % 2.16
    0.33
    		-16.98 | 17.38 57 | 147 Good
    1Y Return % 11.07
    8.76
    		-10.82 | 29.62 36 | 146 Very Good
    3Y Return % 13.43
    15.41
    		7.10 | 33.37 61 | 101 Average
    1Y SIP Return % 5.08
    3.38
    		-26.72 | 33.76 60 | 144 Good
    3Y SIP Return % 9.62
    10.01
    		5.74 | 25.97 47 | 99 Good
    Standard Deviation 11.27
    12.15
    		0.68 | 20.30 26 | 99 Good
    Semi Deviation 8.04
    8.91
    		0.46 | 14.48 26 | 99 Good
    Max Drawdown % -14.03
    -15.81
    		-29.16 | 0.00 29 | 99 Good
    VaR 1 Y % -12.56
    -15.30
    		-29.82 | 0.00 26 | 99 Good
    Average Drawdown % -3.73
    -5.98
    		-13.66 | 0.00 24 | 99 Very Good
    Sharpe Ratio 0.67
    0.88
    		0.26 | 2.03 57 | 99 Average
    Sterling Ratio 0.57
    0.61
    		0.34 | 1.21 53 | 99 Average
    Sortino Ratio 0.33
    0.48
    		0.15 | 1.37 55 | 99 Average
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.90 -2.78 -13.48 | 3.73 73 | 149 Good
    3M Return % -2.98 -3.32 -20.59 | 7.24 66 | 149 Good
    6M Return % 2.32 0.61 -16.72 | 17.65 56 | 149 Good
    1Y Return % 11.43 9.27 -10.25 | 30.22 36 | 148 Very Good
    3Y Return % 13.76 15.94 7.31 | 33.97 61 | 101 Average
    1Y SIP Return % 5.42 3.92 -26.22 | 34.47 59 | 146 Good
    3Y SIP Return % 9.95 10.52 6.36 | 26.64 47 | 99 Good
    Standard Deviation 11.27 12.15 0.68 | 20.30 26 | 99 Good
    Semi Deviation 8.04 8.91 0.46 | 14.48 26 | 99 Good
    Max Drawdown % -14.03 -15.81 -29.16 | 0.00 29 | 99 Good
    VaR 1 Y % -12.56 -15.30 -29.82 | 0.00 26 | 99 Good
    Average Drawdown % -3.73 -5.98 -13.66 | 0.00 24 | 99 Very Good
    Sharpe Ratio 0.67 0.88 0.26 | 2.03 57 | 99 Average
    Sterling Ratio 0.57 0.61 0.34 | 1.21 53 | 99 Average
    Sortino Ratio 0.33 0.48 0.15 | 1.37 55 | 99 Average
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Axis Nifty 50 Index Fund NAV Regular Growth Axis Nifty 50 Index Fund NAV Direct Growth
    27-01-2026 15.0184 15.1996
    23-01-2026 14.9436 15.1234
    22-01-2026 15.0877 15.269
    21-01-2026 15.0089 15.1892
    20-01-2026 15.0538 15.2344
    19-01-2026 15.2643 15.4474
    16-01-2026 15.3298 15.5132
    14-01-2026 15.3037 15.4866
    13-01-2026 15.3436 15.5268
    12-01-2026 15.3782 15.5617
    09-01-2026 15.3152 15.4975
    08-01-2026 15.4307 15.6143
    07-01-2026 15.588 15.7733
    06-01-2026 15.6108 15.7962
    05-01-2026 15.6536 15.8394
    02-01-2026 15.7009 15.8868
    01-01-2026 15.5926 15.7771
    31-12-2025 15.5828 15.767
    30-12-2025 15.4694 15.6521
    29-12-2025 15.4715 15.6542

    Fund Launch Date: 06/Dec/2021
    Fund Category: Index Funds
    Investment Objective: To provide returns before expenses that closely corresponds to the total returns of the NIFTY 50 subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.
    Fund Description: An Open Ended Index Fund tracking the NIFTY 50 Index
    Fund Benchmark: Nifty 50 Index Total Returns Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.