Axis Nifty 500 Index Fund
Direct · Growth ₹9.63
30 Oct 2026
NAV
2.7%
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.
-0.71
Sharpe
-18.6%
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.
0.59%
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 | ₹12.28 L | 4.1% | -21.1% | 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 | Category avg |
|---|---|---|
| 1 Year | 4.1% | 4.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 2.7% | 2.0% | -9.3% | 17.5% | -0.71 | -0.62 | 64% | — | — |
-18.6%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.0%
Avg Drawdown
Calmar Ratio by Duration
0.15
1Y
483
Total Holdings
29.4%
Top 10 Weight
50
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 5.87% |
| 2 | ICICI Bank Limited | 4.62% |
| 3 | Reliance Industries Limited | 4.59% |
| 4 | Bharti Airtel Limited | 2.89% |
| 5 | Larsen & Toubro Limited | 2.46% |
| 6 | Infosys Limited | 2.10% |
| 7 | State Bank of India | 2.06% |
| 8 | Axis Bank Limited | 1.90% |
| 9 | Kotak Mahindra Bank Limited | 1.46% |
| 10 | ITC Limited | 1.42% |