Axis Nifty 50 Index Fund
Direct · Growth ₹14.83
06 Jul 2026
NAV
12.8%
3Y CAGR
12.7%
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.
2.63
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.
NA
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 | ₹12.66 L | 12.2% | -21.0% | 40.9% |
| 3 Years | ₹36.00 L | ₹43.01 L | 10.9% | -0.1% | 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 | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 12.2% | 14.5% | 9.1% | -2.3% |
| 3 Years | 10.9% | 11.2% | 13.0% | -0.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.2% | 10.2% | -7.0% | 34.5% | 0.56 | 1.60 | 89% | — | — |
| 3 Years | 12.8% | 13.0% | 7.6% | 18.8% | 2.63 | — | 100% | — | — |
-15.8%
Max Drawdown
5 mo
Drawdown Duration
5 mo
Recovery Time
-4.6%
Avg Drawdown
Calmar Ratio by Duration
0.77
1Y
0.81
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.97 | 1.00 | 100.4% | 99.0% | -4.2% | -5.2% |
| 3 Years | +1.08 | 1.00 | 100.3% | 98.9% | 7.6% | 6.5% |
| 5 Years | +0.99 | 0.99 | 99.9% | 98.6% | 7.3% | 6.3% |
| 7 Years | +0.67 | 0.99 | 99.9% | 98.6% | 5.2% | 4.5% |
| 10 Years | +0.45 | 0.99 | 99.9% | 98.6% | 3.6% | 3.1% |
| 12 Years | +0.35 | 0.99 | 99.9% | 98.6% | 3.0% | 2.6% |
| 15 Years | +0.27 | 0.99 | 99.9% | 98.6% | 2.4% | 2.1% |
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% |