Axis Nifty Next 50 Index Fund Direct Growth

Scheme code: INF846K019E7 NAV value: ₹ 15.7259 NAV date: 19 March, 2026 TER: 0.15%
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-12.2171.989.5720.409.23
3 year12.1724.0617.7318.2615.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6120.4
3 year 6.2830.9515.0418.26
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 -8.4719.784.4920.4
3 year 6.5619.6413.5718.26
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7520.4
3 year 7.6821.4915.0618.26
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1620.4
3 year 8.0432.0317.8118.26
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: ₹12,84,709 - Absolute Returns: ₹84,709 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,66,745 - Absolute Returns: ₹9,66,745 - CAGR: %

Drawdown Metrics

Max Drawdown

-26.35 %

Drawdown Duration

5 months

Avg Drawdown

-7.82 %

Calmar Ratio by Duration

1 Y

0.7743

3 Y

0.6931

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 5.42 1.07 111.7 104.4 9.24 % 4.00 %
3 years 8.20 1.13 113.1 102.6 20.12 % 11.28 %
5 years 3.50 1.06 104.8 99.2 9.38 % 5.92 %
7 years 2.58 1.06 104.8 99.2 6.62 % 4.19 %
10 years 1.90 1.06 104.8 99.2 4.59 % 2.92 %
12 years 1.65 1.06 104.8 99.2 3.81 % 2.42 %
15 years 1.39 1.06 104.8 99.2 3.03 % 1.93 %