Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.34% | -2.74% | -5.25% | -6.22% | -11.37% | 6.14% | – | – | – |
NAV history
About this fund
Axis Nifty 50 Index Fund is a passive index fund/ETF offered by Axis Mutual Fund, classified under Equity as Index Funds - Equity Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹13.81, with assets under management of about ₹968 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Axis Nifty 50 Index Fund has recorded a return of about -11.4%, with a three-year return of 6.1%. Its annualised volatility is 13.6% — moderate fluctuations — and its Sharpe ratio is -1.31, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.09%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 11.10 | 9.44 | -11.37 | 34.44 | 84% | 40% |
| 3Y | 12.09 | 12.56 | 5.18 | 18.84 | 100% | 55% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Nifty Next 50 Index Fund Index Funds - Equity Funds | -6.21 | -6.61 | -5.27 | -2.29 | 15.34 | – | – | 0.12 |
| UTI BSE Sensex Index Fund Index Funds - Equity Funds | -1.71 | -4.39 | -6.03 | -12.45 | 4.80 | – | – | 0.17 |
| Aditya Birla Sun Life Nifty Next 50 Index Fund Index Funds - Equity Funds | -6.13 | -6.57 | -5.24 | -2.35 | 15.21 | – | – | 0.30 |
| UTI BSE Low Volatility Index Fund Index Funds - Equity Funds | -4.68 | -9.67 | -8.93 | -13.58 | 5.14 | – | – | 0.39 |
| Axis Nifty Smallcap 50 Index Fund Index Funds - Equity Funds | -7.39 | -3.14 | 5.81 | 4.92 | 15.16 | – | – | 0.23 |
| Axis Nifty Midcap 50 Index Fund Index Funds - Equity Funds | -8.20 | -8.15 | -3.60 | -2.11 | 13.25 | – | – | 0.20 |
| UTI Nifty Midcap 150 Quality 50 Index Fund Index Funds - Equity Funds | -5.65 | -7.16 | -5.21 | -8.54 | 6.29 | – | – | 0.47 |
| HSBC NIFTY 50 Index Fund Index Funds - Equity Funds | -2.72 | -5.26 | -6.26 | -11.37 | 6.08 | – | – | 0.15 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Focused Fund Equity Scheme - Focused Fund | -7.38 | -4.22 | -0.38 | -7.89 | 8.15 | 2.42 | 11.03 | 0.77 |
| Axis Gold Fund Other Scheme - FoF Domestic | -6.10 | -1.85 | -6.20 | 11.42 | 31.29 | 23.21 | 15.24 | 0.15 |
| Axis Medium Term Fund Debt Scheme - Medium Duration Fund | -0.54 | 0.20 | 2.50 | 5.29 | 8.17 | 7.15 | 7.67 | – |
| Axis Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -1.54 | -1.86 | -0.65 | -0.69 | 6.16 | 5.47 | 7.09 | 0.94 |
| Axis ELSS- Tax Saver Fund Equity Scheme - ELSS | -4.97 | -4.34 | -2.20 | -6.63 | 9.00 | 4.47 | 11.55 | 0.73 |
| Axis Midcap Fund Equity Scheme - Mid Cap Fund | -6.96 | -5.48 | -1.27 | -0.34 | 14.42 | 11.39 | 16.62 | 0.54 |
| Axis Short Term Fund Debt Scheme - Short Duration Fund | -0.28 | 0.46 | 2.32 | 4.81 | 7.61 | 6.69 | 7.37 | – |
| Axis Ultra Short to Short Term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.14 | 1.23 | 2.83 | 5.96 | 7.34 | 6.67 | 6.99 | – |