Axis Nifty Next 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 86
Rating
Growth Option 23-01-2026
NAV ₹15.94(R) -1.97% ₹16.37(D) -1.96%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.1% 16.05% -% -% -%
Direct 4.98% 16.86% -% -% -%
Benchmark
SIP (XIRR) Regular -0.86% 10.75% -% -% -%
Direct 0.01% 11.62% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.64 0.31 0.49 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.57% -26.84% -25.9% - 13.17%
Fund AUM As on: 30/06/2025 331 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI Prudential Nifty Auto Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
AXIS Nifty Midcap 50 Index Fund 4
HDFC NIFTY50 Equal Weight Index Fund 5
DSP Nifty 50 Equal Weight Index Fund 6
ICICI Prudential Nifty50 Equal Weight Index Fund 7
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
Nippon India Nifty Midcap 150 Index Fund 10
Motilal Oswal Nifty Midcap 150 Index Fund 11
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty Midcap 150 Index Fund 13
Navi Nifty Midcap 150 Index Fund 14
Bandhan Nifty100 Low Volatility 30 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
UTI Nifty 50 Index Fund 17
Navi Nifty 50 Index Fund 18
HDFC NIFTY 100 Equal Weight Index Fund 19
Dsp Nifty 50 Index Fund 20

NAV Date: 23-01-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Next 50 Index Fund - Regular Plan - Growth 15.94
-0.3200
-1.9700%
Axis Nifty Next 50 Index Fund - Regular Plan - IDCW 15.94
-0.3200
-1.9700%
Axis Nifty Next 50 Index Fund - Direct Plan - IDCW 16.36
-0.3300
-1.9600%
Axis Nifty Next 50 Index Fund - Direct Plan - Growth 16.37
-0.3300
-1.9600%

Review Date: 23-01-2026

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 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 0.64 which is lower than the category average of 0.88.
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 -4.12%, -4.48 and -2.7 in last one, three and six months respectively. In the same period the category average return was -4.02%, -3.48% and -2.02% respectively.
  • Axis Nifty Next 50 Index Fund has given a return of 4.98% in last one year. In the same period the Index Funds category average return was 5.71%.
  • The fund has given a return of 16.86% in last three years and ranked 31.0st out of 101 funds in the category. In the same period the Index Funds category average return was 14.7%.
  • The fund has given a SIP return of 0.01% in last one year whereas category average SIP return is 1.85%. The fund one year return rank in the category is 100th in 146 funds
  • The fund has SIP return of 11.62% in last three years and ranks 27th in 99 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (28.73%) in the category in last three years.

Axis Nifty Next 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 17.57 and semi deviation of 13.17. The category average standard deviation is 12.15 and semi deviation is 8.91.
  • The fund has a Value at Risk (VaR) of -26.84 and a maximum drawdown of -25.9. The category average VaR is -15.3 and the maximum drawdown is -15.81.

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 % -4.19
    -4.06
    		-14.51 | 2.67 63 | 147 Good
    3M Return % -4.69
    -3.62
    		-19.74 | 7.19 107 | 147 Average
    6M Return % -3.12
    -2.30
    		-22.15 | 16.80 100 | 147 Average
    1Y Return % 4.10
    5.22
    		-14.13 | 23.10 106 | 146 Average
    3Y Return % 16.05
    14.18
    		7.06 | 33.92 38 | 101 Good
    1Y SIP Return % -0.86
    1.33
    		-29.98 | 37.99 111 | 144 Poor
    3Y SIP Return % 10.75
    9.44
    		5.11 | 28.16 33 | 99 Good
    Standard Deviation 17.57
    12.15
    		0.68 | 20.30 75 | 99 Average
    Semi Deviation 13.17
    8.91
    		0.46 | 14.48 74 | 99 Average
    Max Drawdown % -25.90
    -15.81
    		-29.16 | 0.00 87 | 99 Poor
    VaR 1 Y % -26.84
    -15.30
    		-29.82 | 0.00 85 | 99 Poor
    Average Drawdown % -13.55
    -5.98
    		-13.66 | 0.00 92 | 99 Poor
    Sharpe Ratio 0.64
    0.88
    		0.26 | 2.03 78 | 99 Poor
    Sterling Ratio 0.49
    0.61
    		0.34 | 1.21 91 | 99 Poor
    Sortino Ratio 0.31
    0.48
    		0.15 | 1.37 78 | 99 Poor
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.12 -4.02 -14.47 | 2.72 57 | 149 Good
    3M Return % -4.48 -3.48 -19.61 | 7.33 100 | 149 Average
    6M Return % -2.70 -2.02 -21.90 | 17.07 90 | 149 Average
    1Y Return % 4.98 5.71 -13.57 | 23.67 93 | 148 Average
    3Y Return % 16.86 14.70 7.27 | 34.53 31 | 101 Good
    1Y SIP Return % 0.01 1.85 -29.51 | 38.63 100 | 146 Average
    3Y SIP Return % 11.62 9.95 5.32 | 28.73 27 | 99 Good
    Standard Deviation 17.57 12.15 0.68 | 20.30 75 | 99 Average
    Semi Deviation 13.17 8.91 0.46 | 14.48 74 | 99 Average
    Max Drawdown % -25.90 -15.81 -29.16 | 0.00 87 | 99 Poor
    VaR 1 Y % -26.84 -15.30 -29.82 | 0.00 85 | 99 Poor
    Average Drawdown % -13.55 -5.98 -13.66 | 0.00 92 | 99 Poor
    Sharpe Ratio 0.64 0.88 0.26 | 2.03 78 | 99 Poor
    Sterling Ratio 0.49 0.61 0.34 | 1.21 91 | 99 Poor
    Sortino Ratio 0.31 0.48 0.15 | 1.37 78 | 99 Poor
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    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
    23-01-2026 15.9357 16.3652
    22-01-2026 16.2554 16.6931
    21-01-2026 16.0806 16.5132
    20-01-2026 16.1404 16.5742
    19-01-2026 16.5221 16.9658
    16-01-2026 16.5629 17.0065
    14-01-2026 16.5468 16.9891
    13-01-2026 16.4835 16.9238
    12-01-2026 16.5265 16.9675
    09-01-2026 16.4782 16.9167
    08-01-2026 16.6476 17.0902
    07-01-2026 17.007 17.4588
    06-01-2026 16.9862 17.437
    05-01-2026 16.9414 17.3906
    02-01-2026 16.9437 17.3917
    01-01-2026 16.7663 17.2093
    31-12-2025 16.6922 17.1327
    30-12-2025 16.5254 16.9612
    29-12-2025 16.5189 16.9541
    26-12-2025 16.598 17.034
    24-12-2025 16.598 17.0333
    23-12-2025 16.6319 17.0677

    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.