FundLens
79
Index — Large CapStrong Buy

Axis Nifty Next 50 Index

Axis · Direct–Growth · rank #3 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
4.6%
+12.0% vs index
3 Years
16.6%
+10.6% vs index
5 Years
Since launch
12.8%

Year-by-year performance

last entry = YTD
2023
+26.6%
2024
+27.7%
2025
+2.7%
2026
+4.5%

Why this score

Axis Nifty Next 50 Index scores 79/100 — #3 of 82 Index — Large Cap fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 92% of peers on 3y return. The main drag is its volatility (better than only 22% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

3Y return16.65% · 92nd percentile in category
Sharpe ratio0.56 · 97th percentile in category
Sortino ratio0.75 · 97th percentile in category
Expense ratio0.22% · 86th percentile in category
Volatility18.26 · 22nd percentile in category
1Y return4.63% · 95th percentile in category

Top holdings

top 5 = 19.4% of portfolio
1.Divi's Laboratories Ltd4.74%
2.TVS Motor Company Ltd4.01%
3.Tata Motors Ltd3.87%
4.Hindustan Aeronautics Ltd3.59%
5.Adani Power Ltd3.23%

50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Index — Large Cap funds