Axis Nifty Next 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 56
Rating
Growth Option 11-06-2026
NAV ₹16.45(R) -1.13% ₹16.95(D) -1.12%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.61% 16.49% -% -% -%
Direct 0.26% 17.33% -% -% -%
Benchmark
SIP (XIRR) Regular 0.0% 7.32% -% -% -%
Direct 0.88% 8.2% -% -% -%
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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Kotak Nifty SDL Apr 2027 Top 12 Eq Wt Index Fund 5
Axis CRISIL IBX SDL May 2027 Index Fund 6
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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
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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
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Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund 16
- 17
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund 18
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DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 20
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NAV Date: 11-06-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Next 50 Index Fund - Regular Plan - IDCW 15.6
-0.1800
-1.1300%
Axis Nifty Next 50 Index Fund - Direct Plan - IDCW 16.08
-0.1800
-1.1200%
Axis Nifty Next 50 Index Fund - Regular Plan - Growth 16.45
-0.1900
-1.1300%
Axis Nifty Next 50 Index Fund - Direct Plan - Growth 16.95
-0.1900
-1.1200%

Review Date: 11-06-2026

Beginning of Analysis

In the Index Funds category, Axis Nifty Next 50 Index Fund is the 80th ranked fund. 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 0.54 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 -2.71%, 3.07 and 0.97 in last one, three and six months respectively. In the same period the category average return was -2.61%, 1.39% and -3.89% respectively.
  • Axis Nifty Next 50 Index Fund has given a return of 0.26% in last one year. In the same period the Index Funds category average return was -2.95%.
  • The fund has given a return of 17.33% in last three years and ranked 30.0th out of one hundred and nine funds in the category. In the same period the Index Funds category average return was 12.89%.
  • The fund has given a SIP return of 0.88% in last one year whereas category average SIP return is -4.36%. The fund one year return rank in the category is 46th in 212 funds
  • The fund has SIP return of 8.2% in last three years and ranks 19th in 105 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (36.38%) 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 % -2.78
    -2.68
    		-12.82 | 2.98 116 | 240 Good
    3M Return % 2.83
    1.24
    		-6.64 | 22.62 74 | 240 Good
    6M Return % 0.53
    -4.19
    		-26.63 | 21.10 71 | 238 Good
    1Y Return % -0.61
    -3.46
    		-28.85 | 49.87 63 | 216 Good
    3Y Return % 16.49
    12.37
    		0.12 | 31.75 35 | 109 Good
    1Y SIP Return % 0.00
    -4.83
    		-33.44 | 53.11 56 | 211 Good
    3Y SIP Return % 7.32
    4.89
    		-13.75 | 35.76 28 | 104 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 : June 11, 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 % -2.71 -2.61 -12.79 | 3.02 113 | 248 Good
    3M Return % 3.07 1.39 -6.52 | 22.79 70 | 248 Good
    6M Return % 0.97 -3.89 -26.40 | 21.41 63 | 245 Good
    1Y Return % 0.26 -2.95 -28.47 | 50.61 53 | 217 Very Good
    3Y Return % 17.33 12.89 0.63 | 32.35 30 | 109 Good
    1Y SIP Return % 0.88 -4.36 -33.00 | 53.87 46 | 212 Very Good
    3Y SIP Return % 8.20 5.28 -13.26 | 36.38 19 | 105 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 : June 11, 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
    11-06-2026 16.4454 16.9457
    10-06-2026 16.6326 17.1382
    09-06-2026 16.8235 17.3344
    08-06-2026 16.5906 17.094
    05-06-2026 16.8846 17.3957
    04-06-2026 16.8416 17.351
    03-06-2026 16.8048 17.3127
    02-06-2026 16.8678 17.3771
    01-06-2026 16.8216 17.3291
    29-05-2026 17.1003 17.6149
    27-05-2026 17.3132 17.8334
    26-05-2026 17.0702 17.5827
    25-05-2026 17.0396 17.5507
    22-05-2026 16.789 17.2913
    21-05-2026 16.7227 17.2226
    20-05-2026 16.6885 17.1871
    19-05-2026 16.6001 17.0956
    18-05-2026 16.5105 17.0029
    15-05-2026 16.6713 17.1672
    14-05-2026 16.8302 17.3305
    13-05-2026 16.6446 17.1389
    12-05-2026 16.5054 16.9952
    11-05-2026 16.9162 17.4177

    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.