Axis Nifty Next 50 Index Fund Regular-IDCW Reinvestment

Fund Details

NAV 16.0189

Sub-Type Large Cap

Rating 4

Min. SIP Amount ₹100.0

Fund Age(Year) 4.36

Fund Size(in Crores) 474.71

Fund Performance

1 Month -0.66%

3 Month 3.66%

6 Month 2.04%

1 Year 4.49%

3 Year 17.93%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

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

Equity (99.95%) Market Cap Large Cap 81.82 Mid Cap 14.8 Small Cap 3.33 Top Sectors Financial 20.75 Energy 16.2 Capital Goods 14.72 Automobile 11.28 Consumer Staples 8.91 Metals & Mining 7.25 Healthcare 6.02 Services 5 Chemicals 3.25 Construction 2.55 Materials 2.41 Technology 1.61 Top Holding ABB India 1.54 Adani Energy Solutions 1.89 Adani Green Energy 1.67 Adani Power 3.72 Ambuja Cements 1.1 Avenue Supermarts 2.74 Bajaj Holdings & Invest. 1.8 Bank of Baroda 1.98 Bharat Petroleum Corporation 2.47 Bosch 1.26 Britannia Industries 2.73 Canara Bank 1.84 CG Power 2.26 Cholamandalam Investment and Finance Company 2.71 Cummins India 2.88 Divi's Laboratories 3.35 DLF 1.53 GAIL (India) 1.78 Godrej Consumer 1.74 HDFC AMC 2.24 Hindustan Aero 3.33 Hindustan Zinc 1.05 Hyundai Motor 1.05 Indian Oil Corporation 2.15 Indian Railway Finance Corporation 0.85 Jindal Steel 1.84 Lodha Developers 1.02 LTM 1.61 Mazagon Dock Shipbuilders 0.84 Muthoot Finance 1.49 Pidilite Industries 1.73 Power Fin. Corp. 2.65 Punjab National Bank 1.53 REC 1.79 Samvardhana Motherson 2.17 Shree Cement 1.31 Siemens 1.36 Siemens Energy India 1.17 Solar Industries India 1.52 Tata Capital 0.58 Tata Motors 3.47 Tata Power Company 3.02 The Indian Hotels Company 2.26 Torrent Pharmaceuticals 1.77 TVS Motor Company 3.32 Union Bank of India 1.3 United Spirits 1.59 Varun Beverages 2.85 Vedanta 1.87 Vedanta Aluminium Metal 0.83 Vedanta Iron And Steel 0.83 Vedanta Oil and Gas 0.83 Vedanta Power 0.83 Zydus Lifesciences 0.9

Debt & Others (0.04999999999999999%) Sector Allocation CBLO 0.42 Net Payables -0.37 Debt Credit Ratings Debt Category Others 0.05

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -2.37% Ret 1Y -4.78% Ret 3Y 10.63% Ret 5Y 10.48%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -2.37% Ret 1Y -4.78% Ret 3Y 10.63% Ret 5Y 10.48%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -2.37% Ret 1Y -4.78% Ret 3Y 10.63% Ret 5Y 10.48%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -0.77% Ret 1Y 3.96% Ret 3Y 13.92% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -0.77% Ret 1Y 3.96% Ret 3Y 13.92% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -0.77% Ret 1Y 3.96% Ret 3Y 13.92% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -2.61% Ret 1Y -5.05% Ret 3Y 8.55% Ret 5Y 8.94%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -2.61% Ret 1Y -5.05% Ret 3Y 8.55% Ret 5Y 8.94%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -2.61% Ret 1Y -5.05% Ret 3Y 8.55% Ret 5Y 8.94%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -0.64% Ret 1Y 4.7% Ret 3Y 17.91% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -0.64% Ret 1Y 4.7% Ret 3Y 17.91% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.09%

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.

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 Bandhan Mutual Fund he has worked with Axis Mutual Fund SilverTree Hong Kong and Asiya Investment, Hong Kong

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).

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) 27

Date of Incorporation 2022-01-28

Total AUM 366022.79

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.