Axis Nifty Next 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-01-2025
NAV ₹15.69(R) +0.07% ₹15.98(D) +0.08%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 18.53% -% -% -% -%
LumpSum (D) 19.27% -% -% -% -%
SIP (R) -30.99% -% -% -% -%
SIP (D) -30.43% -% -% -% -%
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
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 1
Motilal Oswal Nifty Midcap 150 Index Fund 2
Nippon India Nifty Midcap 150 Index Fund 3
Motilal Oswal Nifty Smallcap 250 Index Fund 4
ICICI Prudential Nifty Smallcap 250 Index Fund 5
ICICI Prudential Nifty Midcap 150 Index Fund 6
Nippon India Nifty Smallcap 250 Index Fund 7
Edelweiss Nifty Large Mid Cap 250 Index Fund 8
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 9
Nippon India Nifty 50 Value 20 Index Fund 10
Motilal Oswal S&P 500 Index Fund 11
Kotak Nifty Next 50 Index Fund 12

NAV Date: 20-01-2025

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Next 50 Index Fund - Regular Plan - Growth 15.69
0.0100
0.0700%
Axis Nifty Next 50 Index Fund - Regular Plan - IDCW 15.69
0.0100
0.0700%
Axis Nifty Next 50 Index Fund - Direct Plan - Growth 15.98
0.0100
0.0800%
Axis Nifty Next 50 Index Fund - Direct Plan - IDCW 15.98
0.0100
0.0800%

Review Date: 20-01-2025

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%: One return parameter of the Axis Nifty Next 50 Index Fund is in the top 25% in the category, as shown below:
      • 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: Three return parameters of the fund are below average in the category, which are listed below:
      • 1M Return %
      • 6M Return %
      • 3M 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 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 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: 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 % -5.18
-2.42
-10.92 | 2.86 124 | 143 Poor
3M Return % -11.14
-5.49
-15.37 | 5.33 129 | 143 Poor
6M Return % -9.96
-3.83
-15.42 | 11.73 123 | 141 Poor
1Y Return % 18.53
11.83
5.57 | 28.62 14 | 122 Very Good
1Y SIP Return % -30.99
-27.28
-38.16 | -13.96 108 | 120 Poor
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.12 -2.38 -10.87 | 2.90 126 | 145
3M Return % -10.97 -5.38 -15.25 | 5.47 129 | 145
6M Return % -9.62 -3.61 -15.10 | 12.11 123 | 143
1Y Return % 19.27 12.35 6.06 | 29.29 11 | 123
1Y SIP Return % -30.43 -26.90 -37.69 | -13.33 107 | 121
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.07 ₹ 10,007.00 0.08 ₹ 10,008.00
1W 5.84 ₹ 10,584.00 5.86 ₹ 10,586.00
1M -5.18 ₹ 9,482.00 -5.12 ₹ 9,488.00
3M -11.14 ₹ 8,886.00 -10.97 ₹ 8,903.00
6M -9.96 ₹ 9,004.00 -9.62 ₹ 9,038.00
1Y 18.53 ₹ 11,853.00 19.27 ₹ 11,927.00
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 -30.99 ₹ 9,868.85 -30.43 ₹ 9,909.90
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Axis Nifty Next 50 Index Fund NAV Regular Growth Axis Nifty Next 50 Index Fund NAV Direct Growth
20-01-2025 15.6949 15.9811
17-01-2025 15.6837 15.9687
16-01-2025 15.5666 15.8492
15-01-2025 15.3454 15.6236
14-01-2025 15.2127 15.4882
13-01-2025 14.8288 15.097
10-01-2025 15.496 15.7753
09-01-2025 15.8081 16.0927
08-01-2025 16.0114 16.2993
07-01-2025 16.1403 16.4302
06-01-2025 16.1547 16.4445
03-01-2025 16.6836 16.9818
02-01-2025 16.6627 16.9601
01-01-2025 16.4578 16.7512
31-12-2024 16.396 16.688
30-12-2024 16.4067 16.6986
27-12-2024 16.5271 16.82
26-12-2024 16.674 16.9692
24-12-2024 16.6007 16.8939
23-12-2024 16.5958 16.8885
20-12-2024 16.5524 16.8433

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.