Axis Nifty 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 67
Rating
Growth Option 16-06-2026
NAV ₹14.34(R) +0.56% ₹14.53(D) +0.57%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -3.24% 9.11% -% -% -%
Direct -2.93% 9.42% -% -% -%
Benchmark
SIP (XIRR) Regular -7.01% 3.13% -% -% -%
Direct -6.72% 3.45% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.26 0.13 0.38 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.27% -20.33% -14.76% - 10.17%
Fund AUM As on: 30/12/2025 806 Cr
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NAV Date: 16-06-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty 50 Index Fund - Regular Plan - IDCW 13.6
0.0800
0.5600%
Axis Nifty 50 Index Fund - Direct Plan - IDCW 13.78
0.0800
0.5600%
Axis Nifty 50 Index Fund - Regular Plan - Growth Option 14.34
0.0800
0.5600%
Axis Nifty 50 Index Fund - Direct Plan - Growth 14.53
0.0800
0.5700%

Review Date: 16-06-2026

Beginning of Analysis

Axis Nifty 50 Index Fund is the 39th ranked fund in the Index Funds category. The category has total 90 funds. The 3 star rating shows an average past performance of the Axis Nifty 50 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.26 which is lower than the category average of 0.63.
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 1.6%, 2.71 and -6.92 in last one, three and six months respectively. In the same period the category average return was 2.52%, 7.88% and -0.42% respectively.
  • Axis Nifty 50 Index Fund has given a return of -2.93% in last one year. In the same period the Index Funds category average return was 1.53%.
  • The fund has given a return of 9.42% in last three years and ranked 68.0th out of one hundred and nine funds in the category. In the same period the Index Funds category average return was 13.6%.
  • The fund has given a SIP return of -6.72% in last one year whereas category average SIP return is 2.01%. The fund one year return rank in the category is 165th in 211 funds
  • The fund has SIP return of 3.45% in last three years and ranks 79th in 104 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (32.9%) in the category in last three years.

Axis Nifty 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 13.27 and semi deviation of 10.17. The category average standard deviation is 13.58 and semi deviation is 10.42.
  • The fund has a Value at Risk (VaR) of -20.33 and a maximum drawdown of -14.76. The category average VaR is -21.49 and the maximum drawdown is -16.43.

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 % 1.57
    2.47
    		-4.87 | 8.74 156 | 240 Average
    3M Return % 2.63
    7.76
    		-1.45 | 24.66 185 | 240 Poor
    6M Return % -7.07
    -0.71
    		-24.61 | 23.73 191 | 238 Poor
    1Y Return % -3.24
    1.01
    		-26.13 | 49.38 168 | 217 Poor
    3Y Return % 9.11
    13.08
    		1.17 | 31.47 69 | 109 Average
    1Y SIP Return % -7.01
    1.38
    		-29.48 | 35.90 173 | 215 Poor
    3Y SIP Return % 3.13
    6.67
    		-12.53 | 32.28 81 | 107 Average
    Standard Deviation 13.27
    13.58
    		0.49 | 22.47 29 | 102 Good
    Semi Deviation 10.17
    10.42
    		0.33 | 16.92 29 | 102 Good
    Max Drawdown % -14.76
    -16.43
    		-31.62 | 0.00 23 | 102 Very Good
    VaR 1 Y % -20.33
    -21.49
    		-38.54 | 0.00 32 | 102 Good
    Average Drawdown % -6.41
    -7.11
    		-14.55 | 0.00 31 | 102 Good
    Sharpe Ratio 0.26
    0.63
    		-0.17 | 2.35 80 | 102 Poor
    Sterling Ratio 0.38
    0.50
    		0.04 | 1.20 73 | 102 Average
    Sortino Ratio 0.13
    0.36
    		-0.02 | 1.97 80 | 102 Poor
    Return data last Updated On : June 16, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.60 2.52 -4.83 | 8.78 160 | 248 Average
    3M Return % 2.71 7.88 -1.28 | 24.83 185 | 248 Average
    6M Return % -6.92 -0.42 -24.37 | 24.05 194 | 245 Poor
    1Y Return % -2.93 1.53 -25.65 | 50.11 167 | 218 Poor
    3Y Return % 9.42 13.60 1.69 | 32.07 68 | 109 Average
    1Y SIP Return % -6.72 2.01 -29.02 | 36.59 165 | 211 Poor
    3Y SIP Return % 3.45 7.19 -12.04 | 32.90 79 | 104 Poor
    Standard Deviation 13.27 13.58 0.49 | 22.47 29 | 102 Good
    Semi Deviation 10.17 10.42 0.33 | 16.92 29 | 102 Good
    Max Drawdown % -14.76 -16.43 -31.62 | 0.00 23 | 102 Very Good
    VaR 1 Y % -20.33 -21.49 -38.54 | 0.00 32 | 102 Good
    Average Drawdown % -6.41 -7.11 -14.55 | 0.00 31 | 102 Good
    Sharpe Ratio 0.26 0.63 -0.17 | 2.35 80 | 102 Poor
    Sterling Ratio 0.38 0.50 0.04 | 1.20 73 | 102 Average
    Sortino Ratio 0.13 0.36 -0.02 | 1.97 80 | 102 Poor
    Return data last Updated On : June 16, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    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
    16-06-2026 14.3352 14.5253
    15-06-2026 14.2547 14.4436
    12-06-2026 14.1175 14.3042
    11-06-2026 13.8374 14.0203
    10-06-2026 13.8694 14.0526
    09-06-2026 13.8857 14.069
    08-06-2026 13.8151 13.9973
    05-06-2026 13.9608 14.1446
    04-06-2026 13.9845 14.1685
    03-06-2026 13.9781 14.1619
    02-06-2026 14.0247 14.209
    01-06-2026 13.9648 14.1481
    29-05-2026 14.0637 14.248
    27-05-2026 14.276 14.4628
    26-05-2026 14.2801 14.4668
    25-05-2026 14.3506 14.5382
    22-05-2026 14.1598 14.3445
    21-05-2026 14.1156 14.2996
    20-05-2026 14.1184 14.3023
    19-05-2026 14.0941 14.2776
    18-05-2026 14.1133 14.2969

    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.