Axis Nifty Next 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 34
Rating
Growth Option 13-03-2026
NAV ₹15.56(R) -2.6% ₹16.0(D) -2.59%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.49% 19.41% -% -% -%
Direct 10.43% 20.25% -% -% -%
Benchmark
SIP (XIRR) Regular -5.75% 7.37% -% -% -%
Direct -4.92% 8.23% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.95 0.46 0.62 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
16.53% -26.74% -25.9% - 12.37%
Fund AUM As on: 30/12/2025 394 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Next 50 Index Fund - Regular Plan - Growth 15.56
-0.4100
-2.6000%
Axis Nifty Next 50 Index Fund - Regular Plan - IDCW 15.56
-0.4100
-2.6000%
Axis Nifty Next 50 Index Fund - Direct Plan - Growth 16.0
-0.4300
-2.5900%
Axis Nifty Next 50 Index Fund - Direct Plan - IDCW 16.0
-0.4300
-2.5900%

Review Date: 13-03-2026

Beginning of Analysis

Axis Nifty Next 50 Index Fund is the 80th ranked fund in the Index Funds category. The category has total 90 funds. The Axis Nifty Next 50 Index Fund has shown a very poor past performence in Index Funds. The fund has a Sharpe Ratio of 0.95 which is lower than the category average of 1.0.
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 Next 50 Index Fund Return Analysis

  • The fund has given a return of -5.89%, -5.59 and -5.49 in last one, three and six months respectively. In the same period the category average return was -7.33%, -8.51% and -6.7% respectively.
  • Axis Nifty Next 50 Index Fund has given a return of 10.43% in last one year. In the same period the Index Funds category average return was 7.71%.
  • The fund has given a return of 20.25% in last three years and ranked 24.0th out of one hundred and one funds in the category. In the same period the Index Funds category average return was 14.67%.
  • The fund has given a SIP return of -4.92% in last one year whereas category average SIP return is -8.46%. The fund one year return rank in the category is 44th in 200 funds
  • The fund has SIP return of 8.23% in last three years and ranks 15th in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (21.51%) in the category in last three years.

Axis Nifty Next 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 16.53 and semi deviation of 12.37. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -26.74 and a maximum drawdown of -25.9. The category average VaR is -15.41 and the maximum drawdown is -15.82.

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 % -5.96
    -7.43
    		-14.39 | 2.82 46 | 240 Very Good
    3M Return % -5.79
    -8.67
    		-24.12 | 4.91 53 | 238 Very Good
    6M Return % -5.88
    -6.95
    		-25.73 | 18.69 75 | 231 Good
    1Y Return % 9.49
    7.18
    		-18.51 | 51.00 65 | 202 Good
    3Y Return % 19.41
    14.15
    		1.04 | 24.40 28 | 101 Good
    1Y SIP Return % -5.75
    -9.05
    		-36.17 | 22.18 59 | 195 Good
    3Y SIP Return % 7.37
    5.08
    		-10.85 | 20.86 28 | 96 Good
    Standard Deviation 16.53
    12.06
    		0.60 | 22.45 75 | 102 Average
    Semi Deviation 12.37
    8.86
    		0.37 | 16.91 76 | 102 Average
    Max Drawdown % -25.90
    -15.82
    		-29.16 | 0.00 89 | 102 Poor
    VaR 1 Y % -26.74
    -15.41
    		-34.57 | 0.00 90 | 102 Poor
    Average Drawdown % -14.41
    -5.73
    		-14.55 | 0.00 94 | 102 Poor
    Sharpe Ratio 0.95
    1.00
    		-0.17 | 2.42 47 | 102 Good
    Sterling Ratio 0.62
    0.66
    		0.05 | 1.48 56 | 102 Average
    Sortino Ratio 0.46
    0.59
    		-0.02 | 2.60 49 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -5.89 -7.33 -14.35 | 2.87 41 | 248 Very Good
    3M Return % -5.59 -8.51 -24.00 | 5.08 43 | 245 Very Good
    6M Return % -5.49 -6.70 -25.50 | 18.96 64 | 237 Good
    1Y Return % 10.43 7.71 -17.98 | 51.99 48 | 204 Very Good
    3Y Return % 20.25 14.67 1.56 | 25.10 24 | 101 Very Good
    1Y SIP Return % -4.92 -8.46 -35.73 | 22.85 44 | 200 Very Good
    3Y SIP Return % 8.23 5.68 -10.36 | 21.51 15 | 99 Very Good
    Standard Deviation 16.53 12.06 0.60 | 22.45 75 | 102 Average
    Semi Deviation 12.37 8.86 0.37 | 16.91 76 | 102 Average
    Max Drawdown % -25.90 -15.82 -29.16 | 0.00 89 | 102 Poor
    VaR 1 Y % -26.74 -15.41 -34.57 | 0.00 90 | 102 Poor
    Average Drawdown % -14.41 -5.73 -14.55 | 0.00 94 | 102 Poor
    Sharpe Ratio 0.95 1.00 -0.17 | 2.42 47 | 102 Good
    Sterling Ratio 0.62 0.66 0.05 | 1.48 56 | 102 Average
    Sortino Ratio 0.46 0.59 -0.02 | 2.60 49 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 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 Next 50 Index Fund NAV Regular Growth Axis Nifty Next 50 Index Fund NAV Direct Growth
    13-03-2026 15.5647 16.0026
    12-03-2026 15.9794 16.4286
    11-03-2026 15.9924 16.4416
    10-03-2026 16.1674 16.6211
    09-03-2026 15.8912 16.3368
    06-03-2026 16.228 16.6819
    05-03-2026 16.2874 16.7425
    04-03-2026 16.0666 16.5151
    02-03-2026 16.5116 16.9718
    27-02-2026 16.7677 17.2338
    26-02-2026 16.9887 17.4606
    25-02-2026 16.9341 17.404
    24-02-2026 16.7855 17.2509
    23-02-2026 16.7726 17.2372
    20-02-2026 16.7093 17.1709
    19-02-2026 16.6029 17.0612
    18-02-2026 16.9169 17.3834
    17-02-2026 16.7986 17.2615
    16-02-2026 16.7098 17.1699
    13-02-2026 16.5504 17.0048

    Fund Launch Date: 01/Feb/2022
    Fund Category: Index Funds
    Investment Objective: To provide returns before expenses that closely corresponds to the total returns of the NIFTY NEXT 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 NEXT 50 Index
    Fund Benchmark: Nifty Next 50 Index Total Returns Index
    Source: Fund FactSheet

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