Axis Nifty Next 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 44
Rating
Growth Option 09-09-2026
NAV ₹17.54(R) -0.14% ₹18.11(D) -0.13%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.81% 15.77% -% -% -%
Direct 8.76% 16.64% -% -% -%
Benchmark
SIP (XIRR) Regular 10.12% 8.66% -% -% -%
Direct 11.1% 9.57% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.55 0.28 0.48 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
20.03% -32.4% -25.9% - 14.61%
Fund AUM As on: 30/12/2025 394 Cr
Top Index Funds
Fund Name Rank Rating
- 1
ICICI PRUDENTIAL NASDAQ 100 INDEX FUND 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
Axis CRISIL IBX SDL May 2027 Index Fund 10
- 11
- 12
- 13
- 14
Mirae Asset Nifty SDL Jun 2027 Index Fund 15
- 16
Kotak Nifty SDL Apr 2027 Top 12 Eq Wt Index Fund 17
Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund 18
- 19
Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund 20
- 21
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund 22
ICICI Prudential Nifty SDL Sep 2027 Index Fund 23

NAV Date: 09-09-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Next 50 Index Fund - Regular Plan - IDCW 16.64
-0.0200
-0.1400%
Axis Nifty Next 50 Index Fund - Direct Plan - IDCW 17.18
-0.0200
-0.1300%
Axis Nifty Next 50 Index Fund - Regular Plan - Growth 17.54
-0.0200
-0.1400%
Axis Nifty Next 50 Index Fund - Direct Plan - Growth 18.11
-0.0200
-0.1300%

Review Date: 09-09-2026

Beginning of Analysis

In the Index Funds category, Axis Nifty Next 50 Index Fund is the 80th ranked fund. The category has total 0 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 0.55 which is lower than the category average of 0.56.
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.
Large Cap Next 50 Index Mutual Funds

Axis Nifty Next 50 Index Fund Return Analysis

  • The fund has given a return of -2.5%, 4.48 and 10.86 in last one, three and six months respectively. In the same period the category average return was -2.57%, 4.24% and 10.44% respectively.
  • Axis Nifty Next 50 Index Fund has given a return of 8.76% in last one year. In the same period the Large Cap Next 50 Index Mutual Funds category average return was 8.64%.
  • The fund has given a return of 16.64% in last three years and ranked 5.0th out of thirteen funds in the category. In the same period the Large Cap Next 50 Index Mutual Funds category average return was 16.56%.
  • The fund has given a SIP return of 11.1% in last one year whereas category average SIP return is 10.69%. The fund one year return rank in the category is 3rd in 19 funds
  • The fund has SIP return of 9.57% in last three years and ranks 3rd in 13 funds. LIC MF Nifty Next 50 Index Fund has given the highest SIP return (9.69%) in the category in last three years.

Axis Nifty Next 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 20.03 and semi deviation of 14.61. The category average standard deviation is 14.64 and semi deviation is 10.77.
  • The fund has a Value at Risk (VaR) of -32.4 and a maximum drawdown of -25.9. The category average VaR is -22.25 and the maximum drawdown is -17.1.

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 Large Cap Next 50 Index Mutual Funds Category
  • Good Performance in Large Cap Next 50 Index Mutual Funds Category
  • Poor Performance in Large Cap Next 50 Index Mutual Funds Category
  • Very Poor Performance in Large Cap Next 50 Index Mutual 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 % -2.57
    -2.62
    		-3.25 | -2.52 17 | 20 Poor
    3M Return % 4.24
    4.08
    		1.85 | 4.72 15 | 20 Average
    6M Return % 10.35
    10.09
    		6.96 | 10.89 12 | 19 Average
    1Y Return % 7.81
    8.03
    		7.19 | 8.94 13 | 18 Average
    3Y Return % 15.77
    15.96
    		15.77 | 16.15 12 | 13 Average
    1Y SIP Return % 10.12
    10.05
    		7.93 | 10.96 12 | 18 Average
    3Y SIP Return % 8.66
    8.87
    		8.66 | 9.09 13 | 13 Poor
    Standard Deviation 20.03
    14.64
    		0.55 | 22.91 87 | 110 Poor
    Semi Deviation 14.61
    10.77
    		0.37 | 17.17 82 | 110 Average
    Max Drawdown % -25.90
    -17.10
    		-37.89 | 0.00 95 | 110 Poor
    VaR 1 Y % -32.40
    -22.25
    		-38.54 | 0.00 82 | 110 Average
    Average Drawdown % 14.41
    7.28
    		0.00 | 14.99 10 | 110 Very Good
    Sharpe Ratio 0.55
    0.56
    		-0.34 | 2.15 45 | 110 Good
    Sterling Ratio 0.48
    0.49
    		-0.05 | 1.48 56 | 110 Good
    Sortino Ratio 0.28
    0.33
    		-0.09 | 1.81 49 | 110 Good
    Return data last Updated On : Sept. 9, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 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 % -2.50 -2.57 -3.21 | -2.48 7 | 21 Good
    3M Return % 4.48 4.24 1.93 | 4.87 10 | 21 Good
    6M Return % 10.86 10.44 7.25 | 11.20 4 | 20 Very Good
    1Y Return % 8.76 8.64 7.92 | 9.32 4 | 19 Very Good
    3Y Return % 16.64 16.56 16.29 | 16.69 5 | 13 Good
    1Y SIP Return % 11.10 10.69 8.50 | 11.55 3 | 19 Very Good
    3Y SIP Return % 9.57 9.46 9.15 | 9.69 3 | 13 Very Good
    Standard Deviation 20.03 14.64 0.55 | 22.91 87 | 110 Poor
    Semi Deviation 14.61 10.77 0.37 | 17.17 82 | 110 Average
    Max Drawdown % -25.90 -17.10 -37.89 | 0.00 95 | 110 Poor
    VaR 1 Y % -32.40 -22.25 -38.54 | 0.00 82 | 110 Average
    Average Drawdown % 14.41 7.28 0.00 | 14.99 10 | 110 Very Good
    Sharpe Ratio 0.55 0.56 -0.34 | 2.15 45 | 110 Good
    Sterling Ratio 0.48 0.49 -0.05 | 1.48 56 | 110 Good
    Sortino Ratio 0.28 0.33 -0.09 | 1.81 49 | 110 Good
    Return data last Updated On : Sept. 9, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
    09-09-2026 17.5366 18.1104
    08-09-2026 17.5604 18.1345
    07-09-2026 17.4708 18.0415
    04-09-2026 17.5457 18.1176
    03-09-2026 17.5874 18.1601
    02-09-2026 17.5629 18.1344
    01-09-2026 17.545 18.1154
    31-08-2026 17.7581 18.335
    28-08-2026 17.8562 18.4349
    27-08-2026 17.9021 18.4818
    26-08-2026 17.9355 18.5159
    25-08-2026 17.9379 18.5179
    24-08-2026 17.8214 18.3972
    21-08-2026 17.8157 18.39
    20-08-2026 17.8643 18.4397
    19-08-2026 17.794 18.3666
    18-08-2026 17.8927 18.4681
    17-08-2026 17.933 18.5092
    14-08-2026 17.9376 18.5125
    13-08-2026 17.9899 18.5661
    12-08-2026 17.9942 18.57
    11-08-2026 17.9714 18.546
    10-08-2026 17.9997 18.5748

    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.