Axis Nifty Next 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 19-11-2024
NAV ₹16.34(R) +0.45% ₹16.62(D) +0.45%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 44.24% -% -% -% -%
LumpSum (D) 45.09% -% -% -% -%
SIP (R) 0.56% -% -% -% -%
SIP (D) 1.27% -% -% -% -%
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 Next 50 Index Fund - Regular Plan - Growth 16.34
0.0700
0.4500%
Axis Nifty Next 50 Index Fund - Regular Plan - IDCW 16.34
0.0700
0.4500%
Axis Nifty Next 50 Index Fund - Direct Plan - Growth 16.62
0.0700
0.4500%
Axis Nifty Next 50 Index Fund - Direct Plan - IDCW 16.62
0.0700
0.4500%

Review Date: 19-11-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated four return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined below.
    1. Top 25%: One return parameter of the Axis Nifty Next 50 Index Fund is in the top 25% in the category, as listed 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:
      • 6M Return %
      • 1M Return %
      • 3M Return %
  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 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 % -7.49
-4.65
-8.56 | 1.96 124 | 145 Poor
3M Return % -7.72
-3.98
-14.58 | 6.08 120 | 144 Poor
6M Return % -0.96
4.44
-5.05 | 26.10 130 | 138 Poor
1Y Return % 44.24
24.74
7.35 | 44.92 10 | 122 Very Good
1Y SIP Return % 0.56
-8.15
-38.78 | 10.23 18 | 120 Very Good
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 % -7.43 -4.61 -8.51 | 1.99 124 | 147
3M Return % -7.54 -3.87 -14.42 | 6.22 118 | 146
6M Return % -0.59 4.72 -4.84 | 26.52 129 | 140
1Y Return % 45.09 25.33 7.50 | 45.38 9 | 123
1Y SIP Return % 1.27 -7.67 -38.48 | 10.82 18 | 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 0.45 ₹ 10,045.00 0.45 ₹ 10,045.00
1W -0.99 ₹ 9,901.00 -0.97 ₹ 9,903.00
1M -7.49 ₹ 9,251.00 -7.43 ₹ 9,257.00
3M -7.72 ₹ 9,228.00 -7.54 ₹ 9,246.00
6M -0.96 ₹ 9,904.00 -0.59 ₹ 9,941.00
1Y 44.24 ₹ 14,424.00 45.09 ₹ 14,509.00
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 0.56 ₹ 12,036.76 1.27 ₹ 12,082.44
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
19-11-2024 16.3401 16.6163
18-11-2024 16.2673 16.542
14-11-2024 16.2538 16.5269
13-11-2024 16.18 16.4515
12-11-2024 16.5033 16.7799
11-11-2024 16.8695 17.1518
08-11-2024 16.8231 17.1035
07-11-2024 17.0251 17.3086
06-11-2024 17.2051 17.4912
05-11-2024 16.8236 17.103
04-11-2024 16.7328 17.0104
31-10-2024 16.8531 17.1312
30-10-2024 16.9373 17.2164
29-10-2024 17.0027 17.2825
28-10-2024 16.8818 17.1593
25-10-2024 16.8073 17.0824
24-10-2024 17.0714 17.3506
23-10-2024 17.086 17.365
22-10-2024 17.1524 17.4321
21-10-2024 17.6629 17.9505

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.