Should I invest in Axis Nifty 50 Index Fund?

We don't give personal investment advice. Axis Nifty 50 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.

Axis

Axis Nifty 50 Index Fund - Regular Plan - IDCW

Latest NAV

₹13.2589

As of

3 Jun 2026

1,112 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	+0.43%	+0.09%	+0.34	59 / 246	Q1
1W	-1.79%	-1.14%	-0.65	172 / 246	Q3
2W	-0.49%	+0.01%	-0.50	207 / 246	Q4
1M	-2.51%	-0.58%	-1.93	219 / 246	Q4
3M	-10.32%	+0.04%	-10.36	236 / 241	Q4
6M	-14.34%	-2.34%	-12.00	223 / 235	Q4
YTD	-14.68%	-2.52%	-12.16	224 / 238	Q4
1Y	-9.31%	+0.63%	-9.94	201 / 220	Q4
2Y	-1.54%	+2.75%	-4.29	127 / 149	Q4
3Y	+6.98%	+9.27%	-2.29	53 / 113	Q2
4Y	+8.32%	+10.80%	-2.48	27 / 45	Q3
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.24%	+5.47%	+0.77	137 / 246	Q3

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	-14.68%	-2.50%	-12.18	222 / 236
2025	+10.89%	+4.47%	+6.42	18 / 185
2024	+9.52%	+12.46%	-2.94	52 / 122
2023	+20.19%	+19.34%	+0.85	35 / 86
2022	+5.05%	+1.97%	+3.08	8 / 25
2021	—	—	—	—

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

+12.08%

43 windows

min -9.3% · max 31.3%

91% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+12.12%

19 windows

min 7.0% · max 17.0%

100% positive

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

5-Year rolling

—

Insufficient history

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

13.40%

3-year · annualised

Sharpe ratio

0.09

vs risk-free 6.5%

Sortino ratio

0.12

Downside-only deviation

Max drawdown

-19.50%

Jan 2026 → 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 NIFTY500 Multicap 50:25:25 index Fund - Regular Plan	HDFC	₹9.6252	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund -Regular Plan- IDCW Payout	Nippon India	₹10.8060	3 Jun 2026
SBI BSE Sensex Index Fund - Regular Plan - IDCW	SBI	₹12.1274	3 Jun 2026
BANDHAN NIFTY 100 INDEX FUND - REGULAR PLAN - IDCW	Bandhan	₹14.2917	3 Jun 2026
Motilal Oswal Nifty 500 Index Fund - Regular Plan	Motilal Oswal	₹24.9714	3 Jun 2026
Mirae Asset Nifty 50 Index Fund - Regular Plan - IDCW	Mirae Asset	₹9.6210	3 Jun 2026
Kotak BSE Sensex Index Fund - Regular - IDCW	Kotak	₹9.8650	3 Jun 2026
Edelweiss Nifty 50 Index Fund Regular Plan IDCW	Edelweiss	₹13.3270	3 Jun 2026
DSP BSE SENSEX Next 30 Index Fund - Regular - IDCW	DSP	₹11.9464	3 Jun 2026
HSBC NIFTY 50 INDEX FUND - Regular IDCW	HSBC	₹27.0728	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹13.2589
2 Jun 2026	₹13.3031
1 Jun 2026	₹13.2462
31 May 2026	₹13.3397
29 May 2026	₹13.3400
27 May 2026	₹13.5415
26 May 2026	₹13.5453
25 May 2026	₹13.6122
22 May 2026	₹13.4313
21 May 2026	₹13.3894

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 50 Index Fund - Regular Plan - IDCW is ₹13.2589. 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 50 Index Fund - Regular Plan - IDCW has NAV history starting from 08 Dec 2021, a track record of about 4 years 5 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Axis Nifty 50 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 50 Index Fund - Regular Plan - IDCW has delivered a absolute return of -9.31% — -9.94 pp behind the Index Fund category average of 0.63%. The fund ranks #201 of 220 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Nifty 50 Index Fund - Regular Plan - IDCW has delivered a CAGR of 6.98% — -2.29 pp behind the Index Fund category average of 9.27%. The fund ranks #53 of 113 in its category — the second (Q2) quartile.

Axis Nifty 50 Index Fund - Regular Plan - IDCW doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Axis Nifty 50 Index Fund - Regular Plan - IDCW exactly 3 years ago would be worth approximately ₹122,434 today — a multiplier of 1.22×, based on the 3-year CAGR of 6.98%. The category average over the same window would have grown ₹1 lakh to ₹130,469.

A ₹10,000 monthly SIP in Axis Nifty 50 Index Fund - Regular Plan - IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹353,680 today. That's an XIRR (money-weighted annualised return) of -1.15%.

Axis Nifty 50 Index Fund - Regular Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹353,680 — XIRR -1.15%.

On a 3-year basis, Axis Nifty 50 Index Fund - Regular Plan - IDCW ranks #53 out of 113 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 9.27%; this fund delivered 6.98%.

The worst peak-to-trough decline Axis Nifty 50 Index Fund - Regular Plan - IDCW has experienced over the last 3-year window is 19.50% — its NAV fell from a high on 02 Jan 2026 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 3-year rolling windows, Axis Nifty 50 Index Fund - Regular Plan - IDCW averaged 12.12% (best 16.98%, worst 6.98%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.09 — weak risk-adjusted performance.

In calendar year 2025, Axis Nifty 50 Index Fund - Regular Plan - IDCW returned 10.89% — beating the Index Fund category average of 4.47% by 6.42 pp. It ranked #18 of 185 in its category that year.

Axis Nifty 50 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 50 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.

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