Axis Nifty 50 Index Fund
Direct · Growth ₹14.03
30 Oct 2026
NAV
12.1%
3Y CAGR
11.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.89
Sharpe
-15.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.21%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.60 L | 10.9% | -21.0% | 40.9% |
| 3 Years | ₹36.00 L | ₹42.61 L | 9.6% | -3.2% | 18.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 10.9% | 4.7% |
| 3 Years | 9.6% | 10.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.0% | 9.5% | -11.9% | 34.5% | 0.42 | 0.97 | 84% | — | — |
| 3 Years | 12.1% | 12.6% | 5.2% | 18.8% | 1.89 | 39.15 | 100% | — | — |
-15.8%
Max Drawdown
5 mo
Drawdown Duration
5 mo
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
0.70
1Y
0.76
3Y
50
Total Holdings
52.7%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 10.53% |
| 2 | ICICI Bank Limited | 8.30% |
| 3 | Reliance Industries Limited | 8.25% |
| 4 | Bharti Airtel Limited | 5.19% |
| 5 | Larsen & Toubro Limited | 4.42% |
| 6 | Infosys Limited | 3.76% |
| 7 | State Bank of India | 3.70% |
| 8 | Axis Bank Limited | 3.41% |
| 9 | Kotak Mahindra Bank Limited | 2.61% |
| 10 | ITC Limited | 2.56% |