Axis Nifty Next 50 Index Fund Regular-Growth

Fund Details

NAV 14.7795

Sub-Type Large Cap

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 4.15

Fund Size(in Crores) 439.91

Fund Performance

1 Month -11.88%

3 Month -11.13%

6 Month -11.95%

1 Year -2.45%

3 Year 17.12%

5 Year 0.0%

Know This Fund

As on 24 Mar 2026

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

Equity (99.88%) Market Cap Small Cap 0.03 Mid Cap 22.97 Large Cap 76.88 Top Sectors Financial 17.53 Energy 15.91 Capital Goods 12.61 Consumer Staples 9.56 Automobile 9.17 Metals & Mining 8.36 Services 6.68 Healthcare 6.44 Chemicals 3.4 Construction 2.85 Materials 2.81 Insurance 2.79 Technology 1.78 Top Holding Pidilite Industries 1.99 Siemens Energy India 1.11 Life Insurance 0.81 Torrent Pharmaceuticals 1.95 Shree Cement 1.5 ICICI Lombard Gen. Insurance 1.98 Godrej Consumer 2.11 Mazagon Dock Shipbuilders 0.72 Solar Industries India 1.41 Varun Beverages 2.66 Vedanta 5.24 Avenue Supermarts 2.44 Divi's Laboratories 3.5 REC 1.87 Cholamandalam Investment and Finance Company 3.15 Info Edge (India) 1.72 Bharat Petroleum Corporation 3.21 Bajaj Housing Finance 0.35 Hindustan Aero 3.19 Indian Oil Corporation 3.01 Hindustan Zinc 1.12 Bosch 1.35 JSW Energy 1.12 Lodha Developers 1.19 The Indian Hotels Company 2.52 Bank of Baroda 2.57 Bajaj Holdings & Invest. 2.01 Power Fin. Corp. 2.59 Samvardhana Motherson 2.55 Tata Power Company 2.72 GAIL (India) 1.97 Canara Bank 2.28 Adani Power 2.38 TVS Motor Company - Pref. Shares 0.03 CG Power 2.14 Britannia Industries 3.04 ABB India 1.37 LTIMindtree 1.78 Punjab National Bank 1.91 Zydus Lifesciences 0.99 Adani Energy Solutions 1.51 Ambuja Cements 1.31 Havells India 1.51 United Spirits 1.75 Adani Green Energy 1.25 DLF 1.66 Indian Railway Finance Corporation 0.79 Siemens 1.3 TVS Motor Company 3.91 Jindal Steel 2 Hyundai Motor 1.33

Debt & Others (0.12%) Sector Allocation CBLO 0.19 Net Payables -0.07 Debt Credit Ratings Debt Category Others 0.12

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -12.57% Ret 1Y -3.67% Ret 3Y 11.93% Ret 5Y 10.63%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -12.57% Ret 1Y -3.67% Ret 3Y 11.93% Ret 5Y 10.63%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -12.57% Ret 1Y -3.67% Ret 3Y 11.93% Ret 5Y 10.63%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -11.71% Ret 1Y 1.41% Ret 3Y 14.91% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -11.71% Ret 1Y 1.41% Ret 3Y 14.91% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -11.71% Ret 1Y 1.41% Ret 3Y 14.91% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -12.45% Ret 1Y -2.93% Ret 3Y 10.35% Ret 5Y 9.35%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -12.45% Ret 1Y -2.93% Ret 3Y 10.35% Ret 5Y 9.35%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -12.45% Ret 1Y -2.93% Ret 3Y 10.35% Ret 5Y 9.35%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -11.83% Ret 1Y -2.3% Ret 3Y 17.06% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -11.83% Ret 1Y -2.3% Ret 3Y 17.06% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.01%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

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

Nandik Mallik

Education Mr. Mallik holds B.Tech degree and has also done PGDM (IIM Calcutta) and MS- Finance (London Business School).

Experience Prior to joining the Axis MF, he was working with Avendus Capital Public Markets Alternate Strategies LLP, ICICI Prudential Asset Management Company Ltd, Edelweiss AMC, DC India Capital, Credit-Suisse (London), BNP Paribas (London), NM Rothschild (Mumbai) and Fair Isaac (Bangalore).

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.

Rohit Gautam

Education B.Tech. from IIT Bombay, PGDM from IIM Ahmedabad

Experience Prior to joining the Axis MF, he was associated with IndiaFirst Life Insurance, Shriram AMC, Greater Pacific Capital.

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) 43

Date of Incorporation 2022-01-28

Total AUM 366904.0

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.