Axis Nifty 500 Value 50 Index Fund Direct Growth

Scheme code: INF846K013Y8 NAV value: ₹ 10.8767 NAV date: 19 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	0.76	41.69	17.08	18.35	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	18.35
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	18.35
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	18.35
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	18.35
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

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 (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,20,228 - Absolute Returns: ₹1,20,228 - CAGR: %

Max Drawdown

-18.11 %

Drawdown Duration

3 months

Recovery Time

7 months

Avg Drawdown

-4.97 %

1 Y

1.0132

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	20.48	1.07	120.6	95.5	24.29 %	4.00 %
3 years	5.39	1.15	122.4	107.3	3.14 %	-1.11 %
5 years	3.62	1.15	122.4	107.3	1.87 %	-0.67 %
7 years	2.86	1.15	122.4	107.3	1.33 %	-0.48 %
10 years	2.29	1.15	122.4	107.3	0.93 %	-0.33 %
12 years	2.08	1.15	122.4	107.3	0.78 %	-0.28 %
15 years	1.85	1.15	122.4	107.3	0.62 %	-0.22 %