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: 8.74%.

Axis

Axis Nifty 100 Index Fund - Direct Plan - IDCW

Latest NAV

₹20.7013

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%	+0.14%	+0.27	95 / 296	Q2
1W	-1.67%	-1.13%	-0.54	186 / 296	Q3
2W	-0.09%	+0.01%	-0.11	208 / 296	Q3
1M	-2.08%	-0.63%	-1.45	242 / 296	Q4
3M	-8.98%	-0.19%	-8.79	279 / 291	Q4
6M	-12.46%	-2.63%	-9.83	261 / 285	Q4
YTD	-12.86%	-2.85%	-10.02	267 / 287	Q4
1Y	-7.53%	+0.85%	-8.38	240 / 269	Q4
2Y	-1.51%	+3.09%	-4.60	167 / 188	Q4
3Y	+8.82%	+10.07%	-1.25	61 / 149	Q2
4Y	+9.46%	+11.38%	-1.93	42 / 74	Q3
5Y	+8.74%	+9.89%	-1.15	26 / 42	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.74%	+6.44%	+5.30	57 / 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	-12.86%	-2.86%	-10.00	263 / 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

+17.99%

69 windows

min -7.5% · max 76.9%

86% positive

3-Year rolling

+15.73%

45 windows

min 8.8% · 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

+16.10%

20 windows

min 8.7% · 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

14.18%

3-year · annualised

Sharpe ratio

0.21

vs risk-free 6.5%

Sortino ratio

0.29

Downside-only deviation

Max drawdown

-19.44%

Sep 2024 → Mar 2026

% 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 Sensex Index Fund - Direct Plan	HDFC	₹707.9926	3 Jun 2026
Nippon India BSE Sensex Next 30 Index -Direct Plan - IDCW Payout	Nippon India	₹10.8401	3 Jun 2026
SBI BSE Sensex Index Fund - Direct Plan - IDCW	SBI	₹12.2094	3 Jun 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - IDCW Option	ICICI Prudential	₹24.7110	3 Jun 2026
BANDHAN NIFTY 100 INDEX FUND - DIRECT PLAN - IDCW	Bandhan	₹14.5912	3 Jun 2026
Aditya Birla Sun Life Nifty 50 Index Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹24.6364	3 Jun 2026
Motilal Oswal Nifty 500 Index Fund - Direct Plan	Motilal Oswal	₹26.1363	3 Jun 2026
Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW	Franklin India	₹173.5510	3 Jun 2026
Mirae Asset Nifty 50 Index Fund - Direct Plan - IDCW	Mirae Asset	₹9.7182	3 Jun 2026
Kotak BSE Sensex Index Fund- Direct - IDCW	Kotak	₹9.8870	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹20.7013
2 Jun 2026	₹20.7718
1 Jun 2026	₹20.6887
31 May 2026	₹20.8712
29 May 2026	₹20.8715
27 May 2026	₹21.1759
26 May 2026	₹21.1246
25 May 2026	₹21.2023
22 May 2026	₹20.9143
21 May 2026	₹20.8456

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 - IDCW is ₹20.7013. 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 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 - 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 -7.53% — -8.38 pp behind the Index Fund category average of 0.85%. The fund ranks #240 of 269 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 8.82% — -1.25 pp behind the Index Fund category average of 10.07%. The fund ranks #61 of 149 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 8.74% — -1.15 pp behind the Index Fund category average of 9.89%. The fund ranks #26 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 ₹152,063 today — a multiplier of 1.52×, based on the 5-year CAGR of 8.74%. The category average over the same window would have grown ₹1 lakh to ₹160,256.

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 ₹694,091 today. That's an XIRR (money-weighted annualised return) of 5.76%.

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 ₹694,091 — XIRR 5.76%.

On a 5-year basis, Axis Nifty 100 Index Fund - Direct Plan - IDCW ranks #26 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 9.89%; this fund delivered 8.74%.

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 16.10% (best 22.13%, worst 8.74%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.22 — 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: 8.74%.

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