Axis Nifty Next 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Growth Option As On: 15-04-2024
NAV ₹15.01 (R) -1.68% ₹15.19 (D) -1.67%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 59.82% -% -% -% -%
LumpSum Dir. P 60.63% -% -% -% -%
SIP Reg. P 63.62% -% -% -% -%
SIP Dir. P 64.35% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%

NAV Date: 15-04-2024

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Next 50 Index Fund - Regular Plan - Growth 15.01
-0.2600
-1.6800%
Axis Nifty Next 50 Index Fund - Regular Plan - IDCW 15.01
-0.2600
-1.6800%
Axis Nifty Next 50 Index Fund - Direct Plan - Growth 15.19
-0.2600
-1.6700%
Axis Nifty Next 50 Index Fund - Direct Plan - IDCW 15.19
-0.2600
-1.6700%

Review Date: Feb. 29, 2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the four return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
    1. Top 25%: Four return parameters of the Axis Nifty Next 50 Index Fund are in the top 25% in the category, as listed below:
      • 1M Return %
      • 3M Return %
      • 6M Return %
      • 1Y Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Axis Nifty Next 50 Index Fund has no return parameters that are below average in the category.
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Axis Nifty Next 50 Index Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Axis Nifty Next 50 Index Fund does not have any risk parameters in the lowest 25% of the category. It means the fund has high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Axis Nifty Next 50 Index Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Axis Nifty Next 50 Index Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Axis Nifty Next 50 Index Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


Not able to see in mobile!!! save the chart by clicking on camera icon.

KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 6.09
2.32
-6.58 | 10.21 12 | 88
Yes
Yes
No
3M Return % 13.10
3.59
-6.05 | 13.20 3 | 88
Yes
Yes
No
6M Return % 36.30
15.74
3.67 | 36.53 6 | 88
Yes
Yes
No
1Y Return % 59.82
32.41
6.47 | 74.09 12 | 88
Yes
Yes
No
1Y SIP Return % 63.62
25.17
-9.48 | 65.41 8 | 88
Yes
Yes
No
Return data last Updated On : April 15, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 29, 2024
KPIs: Key Performance Indicators

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 6.11 2.34 -6.60 | 10.26 12 | 88
Yes
Yes
No
3M Return % 13.17 3.68 -5.99 | 13.22 8 | 88
Yes
Yes
No
6M Return % 36.59 15.97 3.73 | 36.71 8 | 88
Yes
Yes
No
1Y Return % 60.63 32.98 6.77 | 75.28 12 | 88
Yes
Yes
No
1Y SIP Return % 64.35 25.69 -9.25 | 66.20 9 | 88
Yes
Yes
No
Return data last Updated On : April 15, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.68 ₹ 9832.0 -1.67 ₹ 9833.0
1W -1.25 ₹ 9875.0 -1.24 ₹ 9876.0
1M 6.09 ₹ 10609.0 6.11 ₹ 10611.0
3M 13.1 ₹ 11310.0 13.17 ₹ 11317.0
6M 36.3 ₹ 13630.0 36.59 ₹ 13659.0
1Y 59.82 ₹ 15982.0 60.63 ₹ 16063.0
3Y - ₹ - - ₹ -
5Y - ₹ - - ₹ -
7Y - ₹ - - ₹ -
10Y - ₹ - - ₹ -
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 63.6209 ₹ 15824.844 64.3481 ₹ 15865.764
3Y ₹ 36000 - ₹ - - ₹ -
5Y ₹ 60000 - ₹ - - ₹ -
7Y ₹ 84000 - ₹ - - ₹ -
10Y ₹ 120000 - ₹ - - ₹ -
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
15-04-2024 15.0063 15.1935
12-04-2024 15.2621 15.4518
09-04-2024 15.1965 15.3847
08-04-2024 15.2449 15.4334
05-04-2024 15.174 15.3608
04-04-2024 15.0456 15.2306
03-04-2024 15.1094 15.295
02-04-2024 15.0691 15.2539
01-04-2024 14.9211 15.1039
28-03-2024 14.6807 14.8595
27-03-2024 14.505 14.6815
26-03-2024 14.482 14.6579
22-03-2024 14.3313 14.5083
21-03-2024 14.2641 14.44
20-03-2024 13.9432 14.1149
19-03-2024 13.9005 14.0714
18-03-2024 14.1446 14.3183
15-03-2024 14.0549 14.2301
14-03-2024 14.1655 14.3418
13-03-2024 13.8384 14.0103
12-03-2024 14.3722 14.5506
11-03-2024 14.5965 14.7774
07-03-2024 14.5975 14.7809
06-03-2024 14.474 14.6556
05-03-2024 14.5137 14.6955
04-03-2024 14.5051 14.6865
01-03-2024 14.3971 14.579
29-02-2024 14.2727 14.4527
28-02-2024 14.1279 14.3059
27-02-2024 14.3116 14.4916
26-02-2024 14.3231 14.5031
23-02-2024 14.3132 14.4924
22-02-2024 14.275 14.4535
21-02-2024 14.1279 14.3043
20-02-2024 14.2046 14.3817
19-02-2024 14.188 14.3647
16-02-2024 14.1735 14.3493
15-02-2024 14.0772 14.2515
14-02-2024 13.9541 14.1267
13-02-2024 13.767 13.937
12-02-2024 13.6302 13.7984
09-02-2024 13.8965 14.0672
08-02-2024 13.949 14.1202
07-02-2024 13.8828 14.0528
06-02-2024 13.6612 13.8284
05-02-2024 13.4681 13.6326
02-02-2024 13.5345 13.6991
01-02-2024 13.4311 13.5943
31-01-2024 13.3803 13.5427
30-01-2024 13.2666 13.4274
29-01-2024 13.311 13.4721
25-01-2024 13.1388 13.2969
24-01-2024 13.119 13.2767
23-01-2024 12.8996 13.0544
19-01-2024 13.2409 13.3989
18-01-2024 13.0582 13.2138
17-01-2024 13.1205 13.2767
16-01-2024 13.2682 13.4259
15-01-2024 13.2974 13.4552
12-01-2024 13.2514 13.4081
11-01-2024 13.2161 13.3721
10-01-2024 13.0915 13.2458
09-01-2024 13.0635 13.2172
08-01-2024 13.0077 13.1606
05-01-2024 13.1446 13.2984
04-01-2024 13.1604 13.3142
03-01-2024 12.9967 13.1484
02-01-2024 12.9003 13.0506
01-01-2024 12.9324 13.0829
29-12-2023 12.9174 13.0671
28-12-2023 12.8263 12.9747
27-12-2023 12.7572 12.9046
26-12-2023 12.6985 12.845
22-12-2023 12.5811 12.7254
21-12-2023 12.4792 12.6221
20-12-2023 12.3154 12.4563
19-12-2023 12.6882 12.8331
18-12-2023 12.6676 12.8121
15-12-2023 12.5861 12.729
14-12-2023 12.5787 12.7213
13-12-2023 12.4224 12.5631
12-12-2023 12.3122 12.4514
11-12-2023 12.3911 12.531
08-12-2023 12.2651 12.4029
07-12-2023 12.34 12.4785
06-12-2023 12.2435 12.3807
05-12-2023 12.1036 12.2391
04-12-2023 11.98 12.1138
01-12-2023 11.7537 11.8845
30-11-2023 11.6413 11.7706
29-11-2023 11.5125 11.6402
28-11-2023 11.4341 11.5608
24-11-2023 11.3013 11.4257
23-11-2023 11.318 11.4423
22-11-2023 11.2857 11.4096
21-11-2023 11.3287 11.4528
20-11-2023 11.3286 11.4526
17-11-2023 11.3586 11.4824
16-11-2023 11.2968 11.4197
15-11-2023 11.257 11.3792
13-11-2023 11.1517 11.2725
10-11-2023 11.0891 11.2086
09-11-2023 11.0729 11.1921
08-11-2023 11.1285 11.248
07-11-2023 11.0558 11.1743
06-11-2023 10.9665 11.0839
03-11-2023 10.8778 10.9937
02-11-2023 10.7733 10.8879
01-11-2023 10.612 10.7247
31-10-2023 10.6693 10.7824
30-10-2023 10.6423 10.7551
27-10-2023 10.6264 10.7385
26-10-2023 10.4232 10.5329
25-10-2023 10.5256 10.6362
23-10-2023 10.5899 10.7008
20-10-2023 10.7982 10.9108
19-10-2023 10.9012 11.0147
18-10-2023 10.9365 11.0502
17-10-2023 11.0489 11.1636
16-10-2023 11.0094 11.1234
13-10-2023 10.9786 11.0918
12-10-2023 10.9913 11.1044
11-10-2023 10.9662 11.0789
10-10-2023 10.9109 11.0229
09-10-2023 10.7666 10.8769
06-10-2023 10.8982 11.0093
05-10-2023 10.8307 10.941
04-10-2023 10.8047 10.9145
03-10-2023 10.9563 11.0675
29-09-2023 10.9209 11.0309
27-09-2023 10.9667 11.0768
26-09-2023 10.9514 11.0613
25-09-2023 10.9304 11.0399
22-09-2023 10.9567 11.0658
21-09-2023 10.9704 11.0795
20-09-2023 11.065 11.1748
18-09-2023 11.1638 11.2743
15-09-2023 11.1707 11.2807
14-09-2023 11.1515 11.2611
13-09-2023 11.075 11.1837
12-09-2023 11.0413 11.1495
11-09-2023 11.3024 11.413
08-09-2023 11.188 11.2969
07-09-2023 11.0982 11.206
06-09-2023 11.0425 11.1496
05-09-2023 10.991 11.0975
04-09-2023 10.9688 11.0748
01-09-2023 10.8724 10.977
31-08-2023 10.7797 10.8832
30-08-2023 10.8591 10.9632
29-08-2023 10.8221 10.9256
28-08-2023 10.7587 10.8614
25-08-2023 10.7018 10.8035
24-08-2023 10.8025 10.9049
23-08-2023 10.7633 10.8652
22-08-2023 10.7582 10.8599
21-08-2023 10.6883 10.7892
18-08-2023 10.6038 10.7033
17-08-2023 10.6533 10.7531
16-08-2023 10.6799 10.7798
14-08-2023 10.6801 10.7796
11-08-2023 10.8151 10.9153
10-08-2023 10.84 10.9403
09-08-2023 10.9062 11.0069
08-08-2023 10.88 10.9803
07-08-2023 10.8801 10.9802
04-08-2023 10.8631 10.9625
03-08-2023 10.7778 10.8762
02-08-2023 10.8343 10.9331
01-08-2023 10.9841 11.0841
31-07-2023 10.99 11.0898
28-07-2023 10.9614 11.0605
27-07-2023 10.8448 10.9426
26-07-2023 10.8125 10.9098
25-07-2023 10.7738 10.8707
24-07-2023 10.7181 10.8142
21-07-2023 10.7209 10.8165
20-07-2023 10.7599 10.8557
19-07-2023 10.7754 10.8712
18-07-2023 10.7189 10.814
17-07-2023 10.765 10.8603
14-07-2023 10.735 10.8296
13-07-2023 10.6543 10.7479
12-07-2023 10.7234 10.8175
11-07-2023 10.6967 10.7904
10-07-2023 10.6169 10.7097
07-07-2023 10.6733 10.7661
06-07-2023 10.7612 10.8545
05-07-2023 10.6974 10.79
04-07-2023 10.613 10.7046
03-07-2023 10.6537 10.7456
30-06-2023 10.6123 10.7033
28-06-2023 10.5434 10.6334
27-06-2023 10.4783 10.5676
26-06-2023 10.4334 10.5222
23-06-2023 10.3921 10.48
22-06-2023 10.526 10.6148
21-06-2023 10.6522 10.7419
20-06-2023 10.6573 10.7469
19-06-2023 10.6184 10.7075
16-06-2023 10.6367 10.7255
15-06-2023 10.5296 10.6173
14-06-2023 10.5264 10.6139
13-06-2023 10.5023 10.5894
12-06-2023 10.4042 10.4903
09-06-2023 10.3558 10.441
08-06-2023 10.3659 10.451
07-06-2023 10.4348 10.5203
06-06-2023 10.3358 10.4203
05-06-2023 10.2887 10.3727
02-06-2023 10.2725 10.3558
01-06-2023 10.2287 10.3115
31-05-2023 10.2027 10.2851
30-05-2023 10.178 10.26
29-05-2023 10.1731 10.255
26-05-2023 10.1153 10.1961
25-05-2023 10.0011 10.0809
24-05-2023 9.9457 10.0248
23-05-2023 9.9521 10.0311
22-05-2023 9.9314 10.0101
19-05-2023 9.8405 9.918
18-05-2023 9.8066 9.8837
17-05-2023 9.9055 9.9832
16-05-2023 9.9618 10.0398
15-05-2023 9.9483 10.026
12-05-2023 9.9017 9.9786
11-05-2023 9.918 9.9948
10-05-2023 9.8416 9.9177
09-05-2023 9.7865 9.862
08-05-2023 9.7968 9.8722
05-05-2023 9.7309 9.8053
04-05-2023 9.7324 9.8066
03-05-2023 9.6719 9.7455
02-05-2023 9.6549 9.7282
28-04-2023 9.5928 9.665
27-04-2023 9.4665 9.5376
26-04-2023 9.4414 9.5123
25-04-2023 9.4053 9.4756
24-04-2023 9.3656 9.4355
21-04-2023 9.3306 9.3998
20-04-2023 9.3426 9.4117
19-04-2023 9.3388 9.4078
18-04-2023 9.4236 9.493
17-04-2023 9.3895 9.4585

Fund Launch Date: 01/Feb/2022
Fund Category: Index Funds
Investment Objective: To provide returns before expenses that closely corresponds to the total returns of the NIFTY NEXT 50 subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Description: An Open Ended Index Fund tracking the NIFTY NEXT 50 Index
Fund Benchmark: Nifty Next 50 Index Total Returns Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.