Axis Nifty Next 50 Index Fund
Direct · Growth ₹18.47
18 Aug 2026
NAV
18.6%
3Y CAGR
18.7%
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.
4.67
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 | ₹12.61 L | 19.6% | -31.8% | 90.8% |
| 3 Years | ₹36.00 L | ₹44.89 L | 15.0% | 2.1% | 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 | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.6% | 14.4% | 9.4% | +5.2% |
| 3 Years | 15.0% | 11.1% | 12.3% | +3.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.8% | 8.5% | -12.2% | 72.0% | 0.48 | 1.92 | 76% | — | — |
| 3 Years | 18.6% | 18.4% | 12.2% | 24.1% | 4.67 | — | 100% | — | — |
-26.3%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-7.9%
Avg Drawdown
Calmar Ratio by Duration
0.71
1Y
0.71
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.90 | 1.10 | 114.1% | 95.1% | 11.1% | -2.9% |
| 3 Years | +12.00 | 1.15 | 117.7% | 103.8% | 19.9% | 7.8% |
| 5 Years | +6.05 | 1.07 | 106.2% | 97.8% | 12.6% | 6.6% |
| 7 Years | +4.35 | 1.07 | 106.2% | 97.8% | 8.9% | 4.7% |
| 10 Years | +3.11 | 1.07 | 106.2% | 97.8% | 6.1% | 3.2% |
| 12 Years | +2.66 | 1.07 | 106.2% | 97.8% | 5.1% | 2.7% |
| 15 Years | +2.20 | 1.07 | 106.2% | 97.8% | 4.0% | 2.1% |
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% |