Axis Nifty Next 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-12-2024
NAV ₹16.55(R) -2.72% ₹16.84(D) -2.71%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 34.4% -% -% -% -%
LumpSum (D) 35.22% -% -% -% -%
SIP (R) -36.45% -% -% -% -%
SIP (D) -35.95% -% -% -% -%
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
ICICI Prudential Nifty Smallcap 250 Index Fund 2
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 3
Nippon India Nifty Smallcap 250 Index Fund 4
Motilal Oswal Nifty Midcap 150 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Nippon India Nifty 50 Value 20 Index Fund 7
Dsp Nifty Next 50 Index Fund 8
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 9
Kotak Nifty Next 50 Index Fund 10
Icici Prudential Nifty Next 50 Index Fund 11

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Next 50 Index Fund - Regular Plan - Growth 16.55
-0.4600
-2.7200%
Axis Nifty Next 50 Index Fund - Regular Plan - IDCW 16.55
-0.4600
-2.7200%
Axis Nifty Next 50 Index Fund - Direct Plan - Growth 16.84
-0.4700
-2.7100%
Axis Nifty Next 50 Index Fund - Direct Plan - IDCW 16.84
-0.4700
-2.7100%

Review Date: 20-12-2024

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%: 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%: One return parameter of the Axis Nifty Next 50 Index Fund is above average but below the top 25% in the category, as shown below:
      • 1M Return %
    3. Below Average: Axis Nifty Next 50 Index Fund has two return parameters that are below average in the category, which are listed below:
      • 6M Return %
      • 3M Return %
  2. Risk: It refers to the chance of suffering a financial loss or not reaching the expected profits due to a variety of circumstances. Zero risk parameters of the fund are divided 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: 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.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.83
2.28
-2.55 | 9.59 50 | 145 Good
3M Return % -9.08
-6.03
-14.59 | 4.05 109 | 143 Poor
6M Return % -4.20
1.16
-10.55 | 25.65 126 | 140 Poor
1Y Return % 34.40
19.82
6.86 | 39.20 16 | 122 Very Good
1Y SIP Return % -36.45
-34.96
-40.33 | -22.25 40 | 77 Good
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.89 2.32 -2.50 | 9.66 50 | 147
3M Return % -8.91 -5.93 -14.49 | 4.22 109 | 145
6M Return % -3.83 1.43 -10.29 | 26.07 121 | 142
1Y Return % 35.22 20.39 7.47 | 40.11 15 | 123
1Y SIP Return % -35.95 -35.21 -40.33 | -21.70 36 | 87
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -2.72 ₹ 9,728.00 -2.71 ₹ 9,729.00
1W -5.84 ₹ 9,416.00 -5.82 ₹ 9,418.00
1M 2.83 ₹ 10,283.00 2.89 ₹ 10,289.00
3M -9.08 ₹ 9,092.00 -8.91 ₹ 9,109.00
6M -4.20 ₹ 9,580.00 -3.83 ₹ 9,617.00
1Y 34.40 ₹ 13,440.00 35.22 ₹ 13,522.00
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 -36.45 ₹ 9,468.91 -35.95 ₹ 9,506.50
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
20-12-2024 16.5524 16.8433
19-12-2024 17.0145 17.3131
18-12-2024 17.1645 17.4653
17-12-2024 17.3896 17.6941
16-12-2024 17.6223 17.9305
13-12-2024 17.5781 17.8843
12-12-2024 17.6065 17.9129
11-12-2024 17.6575 17.9643
10-12-2024 17.6111 17.9167
09-12-2024 17.5183 17.822
06-12-2024 17.5995 17.9035
05-12-2024 17.467 17.7683
04-12-2024 17.4092 17.7091
03-12-2024 17.3245 17.6226
02-12-2024 17.1503 17.4451
29-11-2024 17.0467 17.3385
28-11-2024 16.9338 17.2233
27-11-2024 16.9178 17.2068
26-11-2024 16.7592 17.0451
25-11-2024 16.7167 17.0015
22-11-2024 16.3963 16.6745
21-11-2024 16.0975 16.3704

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.