Should I invest in Axis Nifty 100 Index Fund?

We don't give personal investment advice. Axis Nifty 100 Index Fund - Regular 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: 20.3%. 5-year CAGR: 8.61%.

Axis

Axis Nifty 100 Index Fund - Regular Plan - IDCW

Latest NAV

₹20.4333

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	+0.88%	-0.01%	+0.89	38 / 246	Q1
1W	+0.30%	-0.36%	+0.65	41 / 246	Q1
2W	+0.12%	-0.04%	+0.16	145 / 246	Q3
1M	+0.94%	+0.57%	+0.38	92 / 246	Q2
3M	+0.63%	+1.95%	-1.32	194 / 246	Q4
6M	-8.48%	+0.95%	-9.43	227 / 239	Q4
YTD	-9.97%	+0.07%	-10.04	226 / 238	Q4
1Y	-6.64%	+1.45%	-8.09	206 / 227	Q4
2Y	-3.09%	+2.12%	-5.21	127 / 157	Q4
3Y	+7.19%	+9.02%	-1.83	70 / 116	Q3
4Y	+9.89%	+11.68%	-1.79	29 / 50	Q3
5Y	+8.61%	+10.01%	-1.40	16 / 20	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.26%	+6.50%	+4.75	49 / 246	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	-9.97%	+0.11%	-10.08	225 / 236
2025	+8.81%	+4.47%	+4.34	34 / 185
2024	+11.83%	+12.46%	-0.62	41 / 122
2023	+19.55%	+19.34%	+0.21	40 / 86
2022	+3.91%	+1.97%	+1.93	9 / 25
2021	+24.37%	+29.23%	-4.85	8 / 11
2020	+14.84%	+14.29%	+0.55	7 / 10
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

+16.97%

70 windows

min -8.8% · max 60.4%

86% positive

3-Year rolling

+14.97%

46 windows

min 7.2% · max 27.3%

100% positive

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

5-Year rolling

+15.10%

22 windows

min 8.5% · max 23.3%

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

11.80%

3-year · annualised

Sharpe ratio

0.10

vs risk-free 6.5%

Sortino ratio

0.16

Downside-only deviation

Max drawdown

-20.31%

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 NIFTY500 Multicap 50:25:25 index Fund - Regular Plan	HDFC	₹10.0500	17 Jul 2026
Nippon India BSE Sensex Next 30 Index Fund -Regular Plan- IDCW Payout	Nippon India	₹10.8037	17 Jul 2026
SBI BSE Sensex Index Fund - Regular Plan - IDCW	SBI	₹12.7899	17 Jul 2026
BANDHAN NIFTY 100 INDEX FUND - REGULAR PLAN - IDCW	Bandhan	₹14.8694	17 Jul 2026
Motilal Oswal Nifty 500 Index Fund - Regular Plan	Motilal Oswal	₹25.9990	17 Jul 2026
Mirae Asset Nifty 50 Index Fund - Regular Plan - IDCW	Mirae Asset	₹10.0306	17 Jul 2026
Kotak BSE Sensex Index Fund - Regular - IDCW	Kotak	₹10.4040	17 Jul 2026
Edelweiss Nifty 50 Index Fund Regular Plan IDCW	Edelweiss	₹13.9067	17 Jul 2026
DSP BSE SENSEX Next 30 Index Fund - Regular - IDCW	DSP	₹11.9488	17 Jul 2026
HSBC NIFTY 50 INDEX FUND - Regular IDCW	HSBC	₹28.2499	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹20.4333
16 Jul 2026	₹20.2544
15 Jul 2026	₹20.2718
14 Jul 2026	₹20.2372
13 Jul 2026	₹20.3599
10 Jul 2026	₹20.3730
9 Jul 2026	₹20.1567
8 Jul 2026	₹20.0708
7 Jul 2026	₹20.4948
6 Jul 2026	₹20.5375

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 - Regular Plan - IDCW is ₹20.4333. It's a Index Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Nifty 100 Index Fund - Regular 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 - Regular 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 - Regular Plan - IDCW has delivered a absolute return of -6.64% — -8.09 pp behind the Index Fund category average of 1.45%. The fund ranks #206 of 227 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Nifty 100 Index Fund - Regular Plan - IDCW has delivered a CAGR of 7.19% — -1.83 pp behind the Index Fund category average of 9.02%. The fund ranks #70 of 116 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Nifty 100 Index Fund - Regular Plan - IDCW has delivered a CAGR of 8.61% — -1.4 pp behind the Index Fund category average of 10.01%. The fund ranks #16 of 20 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Nifty 100 Index Fund - Regular Plan - IDCW exactly 5 years ago would be worth approximately ₹151,134 today — a multiplier of 1.51×, based on the 5-year CAGR of 8.61%. The category average over the same window would have grown ₹1 lakh to ₹161,116.

A ₹10,000 monthly SIP in Axis Nifty 100 Index Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹696,139 today. That's an XIRR (money-weighted annualised return) of 5.88%.

Axis Nifty 100 Index Fund - Regular 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 ₹696,139 — XIRR 5.88%.

On a 5-year basis, Axis Nifty 100 Index Fund - Regular Plan - IDCW ranks #16 out of 20 funds in the Index Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.01%; this fund delivered 8.61%.

The worst peak-to-trough decline Axis Nifty 100 Index Fund - Regular Plan - IDCW has experienced over the last 5-year window is 20.31% — 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 - Regular Plan - IDCW averaged 15.10% (best 23.33%, worst 8.54%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.18 — weak risk-adjusted performance.

In calendar year 2025, Axis Nifty 100 Index Fund - Regular Plan - IDCW returned 8.81% — beating the Index Fund category average of 4.47% by 4.34 pp. It ranked #34 of 185 in its category that year.

Axis Nifty 100 Index Fund - Regular 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 - Regular 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: 20.3%. 5-year CAGR: 8.61%.

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