Axis Nifty Next 50 Index Fund
Direct · Growth ₹16.37
23 Oct 2026
NAV
18.4%
3Y CAGR
18.4%
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.
4.70
Sharpe
-26.3%
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.
0.19%
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 | ₹12.59 L | 19.0% | -31.8% | 90.8% |
| 3 Years | ₹36.00 L | ₹44.41 L | 14.2% | 0.7% | 26.4% |
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 | 19.0% | 4.9% |
| 3 Years | 14.2% | 10.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.2% | 8.2% | -12.2% | 72.0% | 0.46 | 1.84 | 76% | — | — |
| 3 Years | 18.4% | 18.3% | 12.2% | 24.1% | 4.70 | — | 100% | — | — |
-26.3%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-7.9%
Avg Drawdown
Calmar Ratio by Duration
0.69
1Y
0.70
3Y
54
Total Holdings
30.9%
Top 10 Weight
27
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Adani Power Limited | 4.00% |
| 2 | Divi's Laboratories Limited | 3.37% |
| 3 | Hindustan Aeronautics Limited | 3.24% |
| 4 | Cummins India Limited | 3.16% |
| 5 | Tata Motors Ltd | 3.15% |
| 6 | TVS Motor Company Limited | 3.13% |
| 7 | Varun Beverages Limited | 2.87% |
| 8 | Tata Power Company Limited | 2.80% |
| 9 | Cholamandalam Investment and Finance Company Ltd | 2.62% |
| 10 | Samvardhana Motherson International Limited | 2.56% |