Axis Nifty 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 19-11-2024
NAV ₹13.93(R) +0.27% ₹14.04(D) +0.27%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 20.22% -% -% -% -%
LumpSum (D) 20.5% -% -% -% -%
SIP (R) -8.68% -% -% -% -%
SIP (D) -8.44% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Index Funds
Fund Name Rank Rating
Motilal Oswal Nifty Smallcap 250 Index Fund 1
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 2
Nippon India Nifty Smallcap 250 Index Fund 3
Nippon India Nifty 50 Value 20 Index Fund 4
Motilal Oswal Nifty Midcap 150 Index Fund 5
Dsp Nifty Next 50 Index Fund 6
Nippon India Nifty Midcap 150 Index Fund 7
Kotak Nifty Next 50 Index Fund 8
motilal oswal nifty next 50 index fund 9
Icici Prudential Nifty Next 50 Index Fund 10

NAV Date: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
Axis Nifty 50 Index Fund - Regular Plan - Growth Option 13.93
0.0400
0.2700%
Axis Nifty 50 Index Fund - Regular Plan - IDCW 13.93
0.0400
0.2700%
Axis Nifty 50 Index Fund - Direct Plan - Growth 14.04
0.0400
0.2700%
Axis Nifty 50 Index Fund - Direct Plan - IDCW 14.04
0.0400
0.2700%

Review Date: 19-11-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It captures the increment in the investment's value during the investment period, articulated as either a percentage or a monetary denomination. We carefully examined four return parameters of this fund to gauge its performance. The return parameters have been divided into three performance groups: the top 25%, parameters below the top 25% but exceeding the average, and parameters below the average mark. Please find the detailed analysis below.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: The Axis Nifty 50 Index Fund has one return parameter in the category, which is above average but below the top 25%, as listed below:
      • 6M Return %
    3. Below Average: Three return parameters of the fund are below average in the category, which are listed below:
      • 1Y Return %
      • 3M Return %
      • 1M Return %
  2. Risk: The threat of not realizing projected profits or even facing financial loss due to different issues is known as risk. For Axis Nifty 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 50 Index Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Axis Nifty 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 50 Index Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    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.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.97
-4.65
-8.56 | 1.96 45 | 145 Good
3M Return % -4.19
-3.98
-14.58 | 6.08 54 | 144 Good
6M Return % 4.91
4.44
-5.05 | 26.10 53 | 138 Good
1Y Return % 20.22
24.74
7.35 | 44.92 74 | 122 Average
1Y SIP Return % -8.68
-8.15
-38.78 | 10.23 73 | 120 Average
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.95 -4.61 -8.51 | 1.99 46 | 147
3M Return % -4.11 -3.87 -14.42 | 6.22 54 | 146
6M Return % 5.07 4.72 -4.84 | 26.52 52 | 140
1Y Return % 20.50 25.33 7.50 | 45.38 76 | 123
1Y SIP Return % -8.44 -7.67 -38.48 | 10.82 73 | 121
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.27 ₹ 10,027.00 0.27 ₹ 10,027.00
1W -1.51 ₹ 9,849.00 -1.50 ₹ 9,850.00
1M -4.97 ₹ 9,503.00 -4.95 ₹ 9,505.00
3M -4.19 ₹ 9,581.00 -4.11 ₹ 9,589.00
6M 4.91 ₹ 10,491.00 5.07 ₹ 10,507.00
1Y 20.22 ₹ 12,022.00 20.50 ₹ 12,050.00
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 -8.68 ₹ 11,425.99 -8.44 ₹ 11,442.24
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Axis Nifty 50 Index Fund NAV Regular Growth Axis Nifty 50 Index Fund NAV Direct Growth
19-11-2024 13.928 14.0428
18-11-2024 13.8902 14.0046
14-11-2024 13.9373 14.0516
13-11-2024 13.9503 14.0646
12-11-2024 14.1411 14.2568
11-11-2024 14.2928 14.4097
08-11-2024 14.2974 14.414
07-11-2024 14.3275 14.4442
06-11-2024 14.4944 14.6123
05-11-2024 14.3327 14.4492
04-11-2024 14.2048 14.3202
31-10-2024 14.3292 14.4451
30-10-2024 14.4063 14.5228
29-10-2024 14.4807 14.5976
28-10-2024 14.3958 14.5118
25-10-2024 14.3032 14.4182
24-10-2024 14.432 14.5479
23-10-2024 14.4535 14.5694
22-10-2024 14.4753 14.5913
21-10-2024 14.656 14.7734

Fund Launch Date: 06/Dec/2021
Fund Category: Index Funds
Investment Objective: To provide returns before expenses that closely corresponds to the total returns of the NIFTY 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 50 Index
Fund Benchmark: Nifty 50 Index Total Returns Index
Source: Fund FactSheet

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