Axis Nifty 50 Index Fund Direct Growth

Scheme code: INF846K013D2 NAV value: ₹ 13.8978 NAV date: 19 March, 2026 TER: 0.10%
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-4.8734.4611.5913.719.23
3 year8.9918.8413.4313.6315.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6113.71
3 year 6.2830.9515.0413.63
5 year 8.3826.0214.22
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 -8.4719.784.4913.71
3 year 6.5619.6413.5713.63
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7513.71
3 year 7.6821.4915.0613.63
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1613.71
3 year 8.0432.0317.8113.63
5 year 8.1828.6415.34
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: ₹12,74,197 - Absolute Returns: ₹74,197 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,30,477 - Absolute Returns: ₹7,30,477 - CAGR: %

Drawdown Metrics

Max Drawdown

-15.82 %

Drawdown Duration

5 months

Recovery Time

5 months

Avg Drawdown

-4.18 %

Calmar Ratio by Duration

1 Y

0.8669

3 Y

0.8618

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 1.01 1.00 100.5 99.1 5.01 % 4.00 %
3 years 1.10 1.00 100.3 98.8 12.36 % 11.28 %
5 years 0.86 0.99 99.9 98.6 6.83 % 5.97 %
7 years 0.58 0.99 99.9 98.6 4.83 % 4.23 %
10 years 0.39 0.99 99.9 98.6 3.36 % 2.94 %
12 years 0.30 0.99 99.9 98.6 2.79 % 2.45 %
15 years 0.24 0.99 99.9 98.6 2.23 % 1.95 %