Axis Nifty Next 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 44
Rating
Growth Option 19-10-2026
NAV ₹16.52(R) -0.43% ₹17.08(D) -0.43%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -1.22% 14.86% -% -% -%
Direct -0.35% 15.74% -% -% -%
Benchmark
SIP (XIRR) Regular -3.06% 3.31% -% -% -%
Direct -2.17% 4.2% -% -% -%
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
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NAV Date: 19-10-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Next 50 Index Fund - Regular Plan - IDCW 15.67
-0.0700
-0.4300%
Axis Nifty Next 50 Index Fund - Direct Plan - IDCW 16.2
-0.0700
-0.4300%
Axis Nifty Next 50 Index Fund - Regular Plan - Growth 16.52
-0.0700
-0.4300%
Axis Nifty Next 50 Index Fund - Direct Plan - Growth 17.08
-0.0700
-0.4300%

Review Date: 19-10-2026

Beginning of Analysis

Axis Nifty Next 50 Index Fund is the 80th ranked fund in the Index Funds category. 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 -4.71%, -4.97 and -2.0 in last one, three and six months respectively. In the same period the category average return was -4.79%, -5.03% and -2.18% respectively.
  • Axis Nifty Next 50 Index Fund has given a return of -0.35% in last one year. In the same period the Large Cap Next 50 Index Mutual Funds category average return was -0.57%.
  • The fund has given a return of 15.74% 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 15.68%.
  • The fund has given a SIP return of -2.17% in last one year whereas category average SIP return is -4.0%. The fund one year return rank in the category is 8th in 20 funds
  • The fund has SIP return of 4.2% in last three years and ranks 4th in 13 funds. LIC MF Nifty Next 50 Index Fund has given the highest SIP return (4.31%) 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 % -4.77
    -4.83
    		-5.91 | -4.60 18 | 20 Poor
    3M Return % -5.18
    -5.17
    		-5.98 | -4.93 18 | 20 Poor
    6M Return % -2.44
    -2.48
    		-4.12 | -1.94 16 | 20 Poor
    1Y Return % -1.22
    -1.16
    		-1.91 | -0.70 12 | 19 Average
    3Y Return % 14.86
    15.08
    		14.86 | 15.26 13 | 13 Poor
    1Y SIP Return % -3.06
    -4.67
    		-16.88 | -2.39 13 | 19 Average
    3Y SIP Return % 3.31
    3.30
    		1.72 | 3.75 11 | 13 Average
    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 : Oct. 19, 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

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.71 -4.79 -5.89 | -4.55 15 | 21 Average
    3M Return % -4.97 -5.03 -5.88 | -4.77 14 | 21 Average
    6M Return % -2.00 -2.18 -3.95 | -1.67 10 | 21 Good
    1Y Return % -0.35 -0.57 -1.35 | -0.17 4 | 20 Very Good
    3Y Return % 15.74 15.68 15.41 | 15.83 5 | 13 Good
    1Y SIP Return % -2.17 -4.00 -16.20 | -1.85 8 | 20 Good
    3Y SIP Return % 4.20 3.86 2.49 | 4.31 4 | 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 : Oct. 19, 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
    19-10-2026 16.5192 17.0767
    16-10-2026 16.591 17.1497
    15-10-2026 16.5153 17.071
    14-10-2026 16.5946 17.1526
    13-10-2026 16.5723 17.1291
    12-10-2026 16.4342 16.9859
    09-10-2026 16.3911 16.9401
    08-10-2026 16.2589 16.803
    07-10-2026 16.6895 17.2476
    06-10-2026 16.827 17.3892
    05-10-2026 16.6448 17.2005
    01-10-2026 16.5908 17.1431
    30-09-2026 16.7755 17.3334
    29-09-2026 16.7081 17.2634
    28-09-2026 16.9169 17.4787
    25-09-2026 17.2718 17.844
    24-09-2026 17.1767 17.7454
    23-09-2026 17.4374 18.0142
    22-09-2026 17.2795 17.8506
    21-09-2026 17.3473 17.9203

    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.