Should I invest in Axis Nifty 100 Index Fund?

We don't give personal investment advice. Axis Nifty 100 Index Fund - Direct Plan - IDCW 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: 19.4%. 5-year CAGR: 9.43%.

Axis

Axis Nifty 100 Index Fund - Direct Plan - IDCW

Latest NAV

₹21.5489

As of

17 Jul 2026

1,669 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	+0.89%	+0.08%	+0.80	62 / 296	Q1
1W	+0.31%	-0.25%	+0.56	67 / 296	Q1
2W	+0.15%	+0.03%	+0.12	179 / 296	Q3
1M	+1.00%	+0.66%	+0.34	118 / 296	Q2
3M	+0.80%	+1.92%	-1.12	215 / 296	Q3
6M	-8.14%	+0.72%	-8.86	274 / 289	Q4
YTD	-9.61%	-0.18%	-9.42	273 / 287	Q4
1Y	-5.96%	+1.67%	-7.63	254 / 276	Q4
2Y	-2.40%	+2.29%	-4.69	161 / 196	Q4
3Y	+7.93%	+9.65%	-1.72	65 / 152	Q2
4Y	+10.69%	+12.31%	-1.62	48 / 81	Q3
5Y	+9.43%	+10.34%	-0.90	25 / 42	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.12%	+7.39%	+4.73	58 / 294	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	-9.61%	-0.15%	-9.45	269 / 282
2025	+9.57%	+5.41%	+4.16	53 / 226
2024	+12.49%	+13.06%	-0.57	52 / 159
2023	+20.54%	+21.46%	-0.92	48 / 121
2022	+4.79%	+2.02%	+2.77	22 / 55
2021	+25.45%	+27.10%	-1.65	8 / 31
2020	+15.87%	+13.44%	+2.43	10 / 29
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

+17.88%

70 windows

min -8.1% · max 61.8%

89% positive

3-Year rolling

+15.88%

46 windows

min 7.9% · max 28.4%

100% positive

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

5-Year rolling

+15.99%

22 windows

min 9.4% · max 24.3%

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

11.81%

3-year · annualised

Sharpe ratio

0.16

vs risk-free 6.5%

Sortino ratio

0.26

Downside-only deviation

Max drawdown

-19.44%

Sep 2024 → Mar 2026

% positive months

58.3%

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 Sensex Index Fund - Direct Plan	HDFC	₹746.8983	17 Jul 2026
Nippon India BSE Sensex Next 30 Index -Direct Plan - IDCW Payout	Nippon India	₹10.8421	17 Jul 2026
SBI BSE Sensex Index Fund - Direct Plan - IDCW	SBI	₹12.8794	17 Jul 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - IDCW Option	ICICI Prudential	₹26.0693	17 Jul 2026
BANDHAN NIFTY 100 INDEX FUND - DIRECT PLAN - IDCW	Bandhan	₹15.1902	17 Jul 2026
Aditya Birla Sun Life Nifty 50 Index Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹25.7118	17 Jul 2026
Motilal Oswal Nifty 500 Index Fund - Direct Plan	Motilal Oswal	₹27.2379	17 Jul 2026
Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW	Franklin India	₹181.1080	17 Jul 2026
Mirae Asset Nifty 50 Index Fund - Direct Plan - IDCW	Mirae Asset	₹10.1394	17 Jul 2026
Kotak BSE Sensex Index Fund- Direct - IDCW	Kotak	₹10.4290	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹21.5489
16 Jul 2026	₹21.3598
15 Jul 2026	₹21.3778
14 Jul 2026	₹21.3408
13 Jul 2026	₹21.4698
10 Jul 2026	₹21.4824
9 Jul 2026	₹21.2538
8 Jul 2026	₹21.1629
7 Jul 2026	₹21.6095
6 Jul 2026	₹21.6542

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 17 Jul 2026, the NAV of Axis Nifty 100 Index Fund - Direct Plan - IDCW is ₹21.5489. It's a Index Fund from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Nifty 100 Index Fund - Direct Plan - IDCW has NAV history starting from 23 Oct 2019, a track record of about 6 years 8 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 - IDCW 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 - IDCW has delivered a absolute return of -5.96% — -7.63 pp behind the Index Fund category average of 1.67%. The fund ranks #254 of 276 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Nifty 100 Index Fund - Direct Plan - IDCW has delivered a CAGR of 7.93% — -1.72 pp behind the Index Fund category average of 9.65%. The fund ranks #65 of 152 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Axis Nifty 100 Index Fund - Direct Plan - IDCW has delivered a CAGR of 9.43% — -0.9 pp behind the Index Fund category average of 10.34%. The fund ranks #25 of 42 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Nifty 100 Index Fund - Direct Plan - IDCW exactly 5 years ago would be worth approximately ₹156,948 today — a multiplier of 1.57×, based on the 5-year CAGR of 9.43%. The category average over the same window would have grown ₹1 lakh to ₹163,530.

A ₹10,000 monthly SIP in Axis Nifty 100 Index Fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹710,173 today. That's an XIRR (money-weighted annualised return) of 6.68%.

Axis Nifty 100 Index Fund - Direct Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹710,173 — XIRR 6.68%.

On a 5-year basis, Axis Nifty 100 Index Fund - Direct Plan - IDCW ranks #25 out of 42 funds in the Index Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.34%; this fund delivered 9.43%.

The worst peak-to-trough decline Axis Nifty 100 Index Fund - Direct Plan - IDCW has experienced over the last 5-year window is 19.44% — its NAV fell from a high on 26 Sep 2024 to a low on 31 Mar 2026. 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 - IDCW averaged 15.99% (best 24.31%, worst 9.36%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.24 — weak risk-adjusted performance.

In calendar year 2025, Axis Nifty 100 Index Fund - Direct Plan - IDCW returned 9.57% — beating the Index Fund category average of 5.41% by 4.16 pp. It ranked #53 of 226 in its category that year.

Axis Nifty 100 Index Fund - Direct Plan - IDCW 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 - IDCW 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: 19.4%. 5-year CAGR: 9.43%.

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