Axis Nifty Next 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 56
Rating
Growth Option 27-04-2026
NAV ₹17.04(R) +1.3% ₹17.54(D) +1.31%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 8.78% 21.64% -% -% -%
Direct 9.73% 22.51% -% -% -%
Benchmark
SIP (XIRR) Regular 9.98% 11.81% -% -% -%
Direct 10.93% 12.71% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.54 0.25 0.46 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
18.66% -32.4% -25.9% - 14.46%
Fund AUM As on: 30/12/2025 394 Cr
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Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
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ICICI Prudential Nifty Pharma Index Fund 4
Kotak Nifty SDL Apr 2027 Top 12 Eq Wt Index Fund 5
Axis CRISIL IBX SDL May 2027 Index Fund 6
Mirae Asset Nifty SDL Jun 2027 Index Fund 7
Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund 8
ICICI Prudential Nifty SDL Sep 2027 Index Fund 9
Navi Nifty India Manufacturing Index Fund 10
Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund 11
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund 12
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund 13
ICICI Prudential Nifty Auto Index Fund 14
ICICI Prudential PSU Bond plus SDL 40:60 Index Fund - Sep 2027 15
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund 16
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund 17
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund 18
Bandhan CRISIL Gilt 2027 Index Fund 19
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 20
Bandhan CRISIL Gilt 2028 Index Fund 21

NAV Date: 27-04-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Next 50 Index Fund - Regular Plan - IDCW 16.17
0.2100
1.3000%
Axis Nifty Next 50 Index Fund - Direct Plan - IDCW 16.64
0.2100
1.3100%
Axis Nifty Next 50 Index Fund - Regular Plan - Growth 17.04
0.2200
1.3000%
Axis Nifty Next 50 Index Fund - Direct Plan - Growth 17.54
0.2300
1.3100%

Review Date: 27-04-2026

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 1 star rating shows a very poor past performance of the Axis Nifty Next 50 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.54 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 Next 50 Index Fund Return Analysis

  • The fund has given a return of 14.13%, 6.46 and 2.06 in last one, three and six months respectively. In the same period the category average return was 8.52%, 0.76% and -2.93% respectively.
  • Axis Nifty Next 50 Index Fund has given a return of 9.73% in last one year. In the same period the Index Funds category average return was 5.36%.
  • The fund has given a return of 22.51% in last three years and ranked 22.0nd out of one hundred and four funds in the category. In the same period the Index Funds category average return was 15.53%.
  • The fund has given a SIP return of 10.93% in last one year whereas category average SIP return is 1.72%. The fund one year return rank in the category is 16th in 201 funds
  • The fund has SIP return of 12.71% in last three years and ranks 14th in 101 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (26.79%) in the category in last three years.

Axis Nifty Next 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 18.66 and semi deviation of 14.46. The category average standard deviation is 13.58 and semi deviation is 10.42.
  • The fund has a Value at Risk (VaR) of -32.4 and a maximum drawdown of -25.9. 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 % 14.04
    8.50
    		-1.20 | 19.83 23 | 239 Very Good
    3M Return % 6.23
    0.59
    		-24.44 | 16.59 47 | 239 Very Good
    6M Return % 1.62
    -3.21
    		-19.14 | 13.71 49 | 232 Very Good
    1Y Return % 8.78
    4.80
    		-18.84 | 43.29 49 | 206 Very Good
    3Y Return % 21.64
    15.00
    		3.46 | 26.46 28 | 104 Good
    1Y SIP Return % 9.98
    1.48
    		-29.93 | 35.37 28 | 202 Very Good
    3Y SIP Return % 11.81
    7.58
    		-10.70 | 26.12 24 | 102 Very Good
    Standard Deviation 18.66
    13.58
    		0.49 | 22.47 77 | 102 Average
    Semi Deviation 14.46
    10.42
    		0.33 | 16.92 77 | 102 Average
    Max Drawdown % -25.90
    -16.43
    		-31.62 | 0.00 89 | 102 Poor
    VaR 1 Y % -32.40
    -21.49
    		-38.54 | 0.00 77 | 102 Average
    Average Drawdown % -14.41
    -7.11
    		-14.55 | 0.00 94 | 102 Poor
    Sharpe Ratio 0.54
    0.63
    		-0.17 | 2.35 52 | 102 Good
    Sterling Ratio 0.46
    0.50
    		0.04 | 1.20 58 | 102 Average
    Sortino Ratio 0.25
    0.36
    		-0.02 | 1.97 54 | 102 Average
    Return data last Updated On : April 27, 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 % 14.13 8.52 -1.14 | 19.89 15 | 247 Very Good
    3M Return % 6.46 0.76 -24.32 | 16.76 40 | 247 Very Good
    6M Return % 2.06 -2.93 -18.87 | 14.01 41 | 239 Very Good
    1Y Return % 9.73 5.36 -18.32 | 44.04 39 | 207 Very Good
    3Y Return % 22.51 15.53 3.99 | 27.15 22 | 104 Very Good
    1Y SIP Return % 10.93 1.72 -29.45 | 36.21 16 | 201 Very Good
    3Y SIP Return % 12.71 8.07 -10.20 | 26.79 14 | 101 Very Good
    Standard Deviation 18.66 13.58 0.49 | 22.47 77 | 102 Average
    Semi Deviation 14.46 10.42 0.33 | 16.92 77 | 102 Average
    Max Drawdown % -25.90 -16.43 -31.62 | 0.00 89 | 102 Poor
    VaR 1 Y % -32.40 -21.49 -38.54 | 0.00 77 | 102 Average
    Average Drawdown % -14.41 -7.11 -14.55 | 0.00 94 | 102 Poor
    Sharpe Ratio 0.54 0.63 -0.17 | 2.35 52 | 102 Good
    Sterling Ratio 0.46 0.50 0.04 | 1.20 58 | 102 Average
    Sortino Ratio 0.25 0.36 -0.02 | 1.97 54 | 102 Average
    Return data last Updated On : April 27, 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 Next 50 Index Fund NAV Regular Growth Axis Nifty Next 50 Index Fund NAV Direct Growth
    27-04-2026 17.0392 17.5384
    24-04-2026 16.8207 17.3122
    23-04-2026 16.9475 17.4424
    22-04-2026 17.1727 17.6737
    21-04-2026 17.0477 17.5447
    20-04-2026 16.9319 17.4252
    17-04-2026 16.9165 17.406
    16-04-2026 16.6805 17.1628
    15-04-2026 16.5048 16.9816
    13-04-2026 16.1579 16.624
    10-04-2026 16.2836 16.7523
    09-04-2026 15.9542 16.4131
    08-04-2026 15.9251 16.3828
    07-04-2026 15.2062 15.6429
    06-04-2026 15.1366 15.571
    02-04-2026 14.9216 15.3486
    01-04-2026 14.9112 15.3376
    30-03-2026 14.5361 14.9511
    27-03-2026 14.9412 15.3666

    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.