Should I invest in Axis Nifty 100 Index Fund?

We don't give personal investment advice. Axis Nifty 100 Index Fund - Direct Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.3%. 5-year CAGR: 9.90%.

Axis

Axis Nifty 100 Index Fund - Direct Plan - Growth Option

Latest NAV

₹21.7902

As of

3 Jun 2026

1,638 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.40%	+0.27%	+0.13	107 / 353	Q2
1W	-1.67%	-0.97%	-0.70	215 / 353	Q3
2W	-0.09%	+0.26%	-0.35	247 / 353	Q3
1M	-2.08%	-0.26%	-1.82	297 / 351	Q4
3M	-4.06%	+0.41%	-4.47	277 / 341	Q4
6M	-7.72%	-1.84%	-5.88	264 / 332	Q4
YTD	-8.15%	-2.06%	-6.09	264 / 333	Q4
1Y	-2.53%	+1.97%	-4.50	233 / 306	Q4
2Y	+1.12%	+4.21%	-3.09	156 / 205	Q4
3Y	+10.74%	+11.24%	-0.49	61 / 168	Q2
4Y	+10.91%	+12.60%	-1.69	36 / 77	Q2
5Y	+9.90%	+10.98%	-1.09	17 / 38	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.61%	+6.44%	+6.17	64 / 353	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.15%	-2.11%	-6.04	262 / 331
2025	+9.57%	+6.05%	+3.53	62 / 260
2024	+12.49%	+14.12%	-1.63	65 / 180
2023	+20.54%	+21.09%	-0.55	55 / 130
2022	+4.79%	+1.94%	+2.86	24 / 51
2021	+25.48%	+26.80%	-1.32	8 / 25
2020	+15.67%	+15.71%	-0.04	9 / 22
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+18.20%

69 windows

min -2.5% · max 76.6%

87% positive

3-Year rolling

+15.86%

45 windows

min 9.4% · max 26.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+16.27%

20 windows

min 9.9% · max 22.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.79%

3-year · annualised

Sharpe ratio

0.36

vs risk-free 6.5%

Sortino ratio

0.54

Downside-only deviation

Max drawdown

-17.27%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC BSE 500 Index Fund - Growth Option - Direct Plan	HDFC	₹15.1208	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund- Direct Plan- Growth Option	Nippon India	₹10.8401	3 Jun 2026
SBI BSE Sensex Index Fund - Direct Plan - Growth	SBI	₹12.2089	3 Jun 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - Cumulative Option	ICICI Prudential	₹24.7112	3 Jun 2026
Invesco India BSE Sensex Index Fund - Direct Plan - Growth	Invesco	₹9.7184	3 Jun 2026
BANDHAN NIFTY 100 INDEX FUND - DIRECT PLAN - GROWTH	Bandhan	₹14.5944	3 Jun 2026
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹243.1960	3 Jun 2026
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹20.3201	3 Jun 2026
Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth	Franklin India	₹199.2252	3 Jun 2026
Mirae Asset Nifty 50 Index Fund - Direct Plan - Growth	Mirae Asset	₹9.7181	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹21.7902
2 Jun 2026	₹21.8644
1 Jun 2026	₹21.7769
31 May 2026	₹21.9690
29 May 2026	₹21.9693
27 May 2026	₹22.2897
26 May 2026	₹22.2357
25 May 2026	₹22.3175
22 May 2026	₹22.0144
21 May 2026	₹21.9421

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Nifty 100 Index Fund - Direct Plan - Growth Option is ₹21.7902. It's a Index Fund from Axis, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Nifty 100 Index Fund - Direct Plan - Growth Option has NAV history starting from 23 Oct 2019, a track record of about 6 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Nifty 100 Index Fund - Direct Plan - Growth Option is managed by Axis. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Nifty 100 Index Fund - Direct Plan - Growth Option has delivered a absolute return of -2.53% — -4.5 pp behind the Index Fund category average of 1.97%. The fund ranks #233 of 306 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Nifty 100 Index Fund - Direct Plan - Growth Option has delivered a CAGR of 10.74% — -0.49 pp behind the Index Fund category average of 11.24%. The fund ranks #61 of 168 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Axis Nifty 100 Index Fund - Direct Plan - Growth Option has delivered a CAGR of 9.90% — -1.09 pp behind the Index Fund category average of 10.98%. The fund ranks #17 of 38 in its category — the second (Q2) quartile.

₹1 lakh invested in Axis Nifty 100 Index Fund - Direct Plan - Growth Option exactly 5 years ago would be worth approximately ₹160,296 today — a multiplier of 1.60×, based on the 5-year CAGR of 9.90%. The category average over the same window would have grown ₹1 lakh to ₹168,381.

A ₹10,000 monthly SIP in Axis Nifty 100 Index Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹730,541 today. That's an XIRR (money-weighted annualised return) of 7.80%.

Axis Nifty 100 Index Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹730,541 — XIRR 7.80%.

On a 5-year basis, Axis Nifty 100 Index Fund - Direct Plan - Growth Option ranks #17 out of 38 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.98%; this fund delivered 9.90%.

The worst peak-to-trough decline Axis Nifty 100 Index Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 17.27% — its NAV fell from a high on 26 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Nifty 100 Index Fund - Direct Plan - Growth Option averaged 16.27% (best 22.13%, worst 9.90%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.30 — weak risk-adjusted performance.

In calendar year 2025, Axis Nifty 100 Index Fund - Direct Plan - Growth Option returned 9.57% — beating the Index Fund category average of 6.05% by 3.53 pp. It ranked #62 of 260 in its category that year.

Axis Nifty 100 Index Fund - Direct Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Axis Nifty 100 Index Fund - Direct Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.3%. 5-year CAGR: 9.90%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.