Should I invest in Axis Nifty Next 50 Index Fund?

We don't give personal investment advice. Axis Nifty Next 50 Index Fund - Regular Plan - Growth 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 Next 50 Index Fund - Regular Plan - Growth

Latest NAV

₹16.8048

As of

3 Jun 2026

1,073 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	+0.27%	+0.28%	0.00	102 / 291	Q2
1W	-1.19%	-0.98%	-0.21	147 / 291	Q3
2W	+1.61%	+0.23%	+1.38	29 / 291	Q1
1M	-0.29%	-0.27%	-0.02	180 / 289	Q3
3M	+2.16%	+0.47%	+1.69	72 / 281	Q2
6M	+1.28%	-1.88%	+3.16	116 / 273	Q2
YTD	+0.61%	-2.01%	+2.62	137 / 275	Q2
1Y	+4.54%	+1.49%	+3.06	96 / 254	Q2
2Y	-0.58%	+3.75%	-4.33	133 / 159	Q4
3Y	+17.98%	+10.70%	+7.27	26 / 126	Q1
4Y	+16.12%	+12.13%	+3.99	15 / 53	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.23%	+5.52%	+6.71	46 / 291	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	+0.61%	-2.06%	+2.67	135 / 273
2025	+1.42%	+5.14%	-3.72	163 / 211
2024	+26.78%	+13.66%	+13.12	13 / 136
2023	+25.83%	+20.09%	+5.75	34 / 94
2022	—	—	—	—

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

+18.03%

41 windows

min -11.2% · max 66.9%

68% positive

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

3-Year rolling

+17.28%

17 windows

min 11.7% · max 21.4%

100% positive

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

5-Year rolling

—

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

18.07%

3-year · annualised

Sharpe ratio

0.65

vs risk-free 6.5%

Sortino ratio

1.04

Downside-only deviation

Max drawdown

-26.59%

Sep 2024 → Feb 2025

% positive months

75.0%

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
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Nippon India	₹24.9858	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	SBI	₹18.9800	3 Jun 2026
Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth	Bandhan	₹9.9885	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Aditya Birla Sun Life	₹24.3221	3 Jun 2026
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹23.9759	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-GROWTH	Kotak	₹11.3420	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth	Edelweiss	₹15.8655	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Regular - Growth	DSP	₹10.1040	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth	HSBC	₹29.7335	3 Jun 2026
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹10.5839	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.8048
2 Jun 2026	₹16.8678
1 Jun 2026	₹16.8216
31 May 2026	₹17.0993
29 May 2026	₹17.1003
27 May 2026	₹17.3132
26 May 2026	₹17.0702
25 May 2026	₹17.0396
22 May 2026	₹16.7890
21 May 2026	₹16.7227

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 Next 50 Index Fund - Regular Plan - Growth is ₹16.8048. It's a Index Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Nifty Next 50 Index Fund - Regular Plan - Growth has NAV history starting from 02 Feb 2022, a track record of about 4 years 4 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 Next 50 Index Fund - Regular Plan - Growth 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 Next 50 Index Fund - Regular Plan - Growth has delivered a absolute return of 4.54% — +3.06 pp ahead of the Index Fund category average of 1.49%. The fund ranks #96 of 254 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Axis Nifty Next 50 Index Fund - Regular Plan - Growth has delivered a CAGR of 17.98% — +7.27 pp ahead of the Index Fund category average of 10.70%. The fund ranks #26 of 126 in its category — the top (Q1) quartile.

Axis Nifty Next 50 Index Fund - Regular Plan - Growth 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 Next 50 Index Fund - Regular Plan - Growth exactly 3 years ago would be worth approximately ₹164,203 today — a multiplier of 1.64×, based on the 3-year CAGR of 17.98%. The category average over the same window would have grown ₹1 lakh to ₹135,665.

A ₹10,000 monthly SIP in Axis Nifty Next 50 Index Fund - Regular Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹414,483 today. That's an XIRR (money-weighted annualised return) of 9.36%.

Axis Nifty Next 50 Index Fund - Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹414,483 — XIRR 9.36%.

On a 3-year basis, Axis Nifty Next 50 Index Fund - Regular Plan - Growth ranks #26 out of 126 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.70%; this fund delivered 17.98%.

The worst peak-to-trough decline Axis Nifty Next 50 Index Fund - Regular Plan - Growth has experienced over the last 3-year window is 26.59% — its NAV fell from a high on 27 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 3-year rolling windows, Axis Nifty Next 50 Index Fund - Regular Plan - Growth averaged 17.28% (best 21.40%, worst 11.68%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.65 — reasonable risk-adjusted performance.

In calendar year 2025, Axis Nifty Next 50 Index Fund - Regular Plan - Growth returned 1.42% — lagging the Index Fund category average of 5.14% by 3.72 pp. It ranked #163 of 211 in its category that year.

Axis Nifty Next 50 Index Fund - Regular Plan - Growth 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 Next 50 Index Fund - Regular Plan - Growth 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.