Axis Nifty Next 50 Index Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 28-01-2022
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY Next 50 TRI
Total Assets: 363.75 As on (31-07-2025)
Expense Ratio: 1.01% As on (31-07-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 28-08-2025
15.9069
-0.2079
CAGR Since Inception
13.15%
NIFTY Next 50 TRI 20.51%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Nifty Next 50 Index Fund - Regular Plan - Growth | -12.21 | 14.91 | - | - | 13.15 |
| Nifty Next 50 TRI | -9.8 | 16.64 | 20.14 | 14.28 | 20.51 |
| Index Fund | -0.63 | 13.52 | 17.65 | 12.23 | 7.47 |
Funds Manager
Mr. Karthik Kumar
RETURNS CALCULATORS for Axis Nifty Next 50 Index Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Nifty Next 50 Index Fund - Regular Plan - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Axis Nifty Next 50 Index Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Nifty Next 50 Index Fund Reg Gr | 28-01-2022 | -12.21 | 21.56 | 14.91 | 0.0 | 0.0 |
| ICICI Prudential NASDAQ 100 Index Fund Gr | 01-10-2021 | 25.7 | 28.72 | 26.45 | 0.0 | 0.0 |
| Motilal Oswal S&P 500 Index Reg Gr | 05-04-2020 | 19.82 | 24.29 | 18.95 | 16.93 | 0.0 |
| Tata Nifty Financial Services Index Fund Reg Gr | 01-04-2024 | 8.42 | 0.0 | 0.0 | 0.0 | 0.0 |
| Nippon India Nifty G-Sec Oct 2028 Maturity Index Fund Reg Gr | 06-03-2023 | 8.38 | 8.27 | 0.0 | 0.0 | 0.0 |
| HDFC Nifty G-Sec Apr 2029 Index Fund Gr | 10-03-2023 | 8.36 | 8.44 | 0.0 | 0.0 | 0.0 |
| ABSL Crisil IBX Gilt-Apr-2029 Index Fund Reg Gr | 19-10-2022 | 8.34 | 8.45 | 0.0 | 0.0 | 0.0 |
| Tata Nifty G-Sec Dec 2029 Index Fund Reg Gr | 13-01-2023 | 8.31 | 8.36 | 0.0 | 0.0 | 0.0 |
| HDFC Nifty G-Sec July 2031 Index Fund Gr | 10-11-2022 | 8.3 | 8.55 | 0.0 | 0.0 | 0.0 |
| SBI CRISIL IBX Gilt Index - April 2029 Fund Reg Gr | 04-10-2022 | 8.28 | 8.36 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Nifty Next 50 Index Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Nifty Next 50 Index Fund - Regular Plan - Growth | 20.79 | - | - | |||
| Index Fund | - | - | - | - | - | - |