Axis Nifty 100 Index Fund Direct Growth

Scheme code: INF846K01S29 NAV value: ₹ 21.0860 NAV date: 19 March, 2026 TER: 0.21%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-6.3092.0312.8719.079.23
3 year9.1330.4115.7316.3015.72
5 year10.4625.7817.1417.4315.28

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6119.07
3 year 6.2830.9515.0416.3
5 year 8.3826.0214.2217.43
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4919.07
3 year 6.5619.6413.5716.3
5 year 9.2212.2910.7517.43
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7519.07
3 year 7.6821.4915.0616.3
5 year 10.3713.511.9317.43
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1619.07
3 year 8.0432.0317.8116.3
5 year 8.1828.6415.3417.43
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,92,927 - Absolute Returns: ₹92,927 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,52,252 - Absolute Returns: ₹8,52,252 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,18,075 - Absolute Returns: ₹26,18,075 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.03 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-5.09 %

Calmar Ratio by Duration

1 Y

0.515

3 Y

0.4402

5 Y

0.4707

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 1.71 1.01 102.3 100.1 5.67 % 4.00 %
3 years 2.15 1.02 102.4 99.7 13.53 % 11.28 %
5 years 1.35 1.00 100.4 98.8 10.80 % 9.44 %
7 years 1.14 0.97 98.9 97.7 11.60 % 10.57 %
10 years 0.71 0.97 98.9 97.7 7.98 % 7.29 %
12 years 0.56 0.97 98.9 97.7 6.61 % 6.04 %
15 years 0.40 0.97 98.9 97.7 5.25 % 4.80 %