Axis Nifty Next 50 Index Fund Direct-Growth

Fund Details

NAV 16.8909

Sub-Type Large Cap

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 3.9

Fund Size(in Crores) 402.68

Fund Performance

1 Month -1.73%

3 Month -1.85%

6 Month 4.35%

1 Year -2.43%

3 Year 16.72%

5 Year 0.0%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (76.04%) Market Cap Large Cap 59.18 Mid Cap 7.96 Small Cap 8.89 Top Sectors Financial 22.7 Energy 7.98 Services 6.5 Technology 5.92 Healthcare 5.38 Automobile 5.32 Materials 4.25 Consumer Staples 3.48 Communication 3.21 Construction 3.2 Capital Goods 2.63 Metals & Mining 2.03 Insurance 1.36 Consumer Discretionary 1.27 Chemicals 0.79 Top Holding Tata Capital 0.21 Hindustan Unilever 0.46 Axis Bank 2.83 Godrej Consumer 0.57 HDFC Bank 7.04 GAIL (India) 0.44 Infosys 3.06 Sona BLW Precision Forgings 0.27 HDB Financial Services 0.17 Delhivery 0.81 Indusind Bank 0.81 Prince Pipes and Fittings 0.34 Bajaj Finance 0.81 Maruti Suzuki India 1.16 Eicher Motors 0.24 Atul 0.43 International Gemmological Institute 0.16 MRF 0.24 LG Electronics India 0.82 Laurus Labs 0.62 Gateway Distriparks 0.25 Deepak Nitrite 0.36 ABB India 0.37 ONGC 0.57 Power Fin. Corp. 0.55 MCX 1.07 Mahindra & Mahindra 1.73 Mphasis 0.72 Adani Ports and Special Economic Zone 0.55 Divi's Laboratories 0.7 Ultratech Cement 0.47 Sun Pharmaceutical Industries 0.69 L&T Fin 0.45 Reliance Industries 3.23 Bharat Electronics 0.87 Crompton Greaves Con. Electricals 0.3 Shriram Finance 1.32 Go Digit General Insurance 0.57 Zensar Technologies 0.52 Grasim Industries 0.31 Kotak Mahindra Bank 0.4 Interglobe Aviation 0.67 Coal India 0.59 Craftsman Automation 0.52 Bharti Airtel 2.45 Tata Motors 0 NTPC 2.45 Gujarat State Petronet 0.75 Mankind Pharma 0.24 Eternal 1.31 Glenmark Pharmaceuticals 1.44 Vishal Mega Mart 0.5 Avenue Supermarts 0.45 Tata Consultancy 1.62 Larsen & Toubro 2.59 TD Power Systems 0.5 Varun Beverages 0.78 Tata Motors Passenger Vehicles 0.01 Onesource Specialty Pharma 0.48 SBI Life Insurance Company 0.79 JSW Energy 0.38 State Bank of India 4 Greenply Industries 0.8 Swiggy 0.36 Aurobindo Pharma 0.81 Bharat Petroleum Corporation 0.54 Indus Towers 0.76 TVS Motor Company 1.14 TVS Motor Company - Pref. Shares 0.01 Vedanta 0.65 Sagility 0.52 Krishna Institute 0.4 ITC 1.67 Tata Steel 0.77 Ambuja Cements 1.45 ICICI Bank 4.11 Century Plyboards (India) 0.3 Schaeffler India 0.5 Brigade Enterprises 0.61 Hindalco Industries 0.61

Debt & Others (23.97%) Sector Allocation Repo 2.42 Floating Rate Bond 0.05 Non Convertible Debenture 1.4 Debt Credit Ratings SOV 9.01 AAA 8.5 Cash & Call Money 2.91 A1+ 1.31 AA 0.93 Debt Category Northern ARC Capital 0.53 HDFC Bank 0.03 HDB Financial Services 0.06 360 ONE Wealth 0.13

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.15%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Sachin Relekar

Education Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.

Experience Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.

Karthik Kumar

Education Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)

Experience Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 87

Date of Incorporation 2022-01-28

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.