Axis Nifty Next 50 Index Fund Regular-IDCW Reinvestment

Fund Details

NAV 16.4612

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 -1.8%

3 Month -2.06%

6 Month 3.9%

1 Year -3.25%

3 Year 15.93%

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 (98.48%) Market Cap Small Cap 26.76 Mid Cap 12.66 Large Cap 59.06 Top Sectors Capital Goods 38.6 Energy 18.62 Construction 11.93 Communication 9.69 Metals & Mining 4.32 Materials 3.96 Services 2.87 Consumer Staples 2.42 Financial 2.33 Automobile 2.19 Consumer Discretionary 1.55 Top Holding Hindustan Petroleum Corporation 1.5 Engineers India 1.43 Hindalco Industries 1.76 Amber Enterprises India 1.55 Bharti Airtel 9.69 TD Power Systems 1.2 GE Vernova T&D 2.04 Ultratech Cement 3.96 Hi-Tech Pipes 0.38 Ajax Engineering 0.98 Bansal Wire Industries 1.05 KEC International 1.41 Siemens 1.4 Dixon Technologies (India) 1.93 Jyoti CNC Automation 1.21 Atlanta Electricals 0.54 JSW Energy 0.51 Ahluwalia Contracts (India) 0.14 Bharat Electronics 7.21 Power Mech Projects 1.01 Bharat Bijlee 0.68 Cummins India 0.53 PG Electroplast 0.25 Pitti Engineering 0.53 Kei Industries 1.98 Titagarh Rail Systems 1.64 Delhivery 0.77 Hindustan Aero 3.53 Kirloskar Oil Engines 1.81 Reliance Industries 7.17 The Phoenix Mills 0.85 Vikram Solar 0.82 MTAR Technologies 1.56 Happy Forgings 0.4 NTPC 8.28 Interglobe Aviation 2.1 Suzlon Energy 0.99 ABB India 2.02 Transformers And Rectifiers 0.43 Ashok Leyland 0.55 Siemens Energy India 0.85 Kirloskar Pneumatic 1.63 Polycab India 1.42 PNC Infratech 0.67 Aditya Birla Real Estate 2.42 Larsen & Toubro 7.25 Power Fin. Corp. 2.33 Grindwell Norton 0.73 Kennametal India 1.35 H.G. Infra Engineering 0.17 Bharat Heavy Electricals 1.46 DLF 0.41

Debt & Others (1.52%) Sector Allocation Repo 1.75 Net Payables -0.23 Debt Credit Ratings Debt Category Others 1.52

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-Growth Ret 1M -4.0% Ret 1Y -7.89% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-IDCW Ret 1M -4.0% Ret 1Y -7.89% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-Growth Ret 1M -3.05% Ret 1Y -2.29% Ret 3Y 20.41% Ret 5Y 23.58%

Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Ret 1M -3.05% Ret 1Y -2.29% Ret 3Y 20.41% Ret 5Y 23.58%

Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Reinvestment Ret 1M -3.05% Ret 1Y -2.29% Ret 3Y 20.41% Ret 5Y 23.58%

Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-Growth Ret 1M -3.65% Ret 1Y -9.75% Ret 3Y 23.2% Ret 5Y 26.48%

Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Ret 1M -3.65% Ret 1Y -9.75% Ret 3Y 23.2% Ret 5Y 26.48%

Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Reinvestment Ret 1M -3.65% Ret 1Y -9.75% Ret 3Y 23.2% Ret 5Y 26.48%

Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-Growth Ret 1M -0.73% Ret 1Y 2.48% Ret 3Y 23.49% Ret 5Y 25.03%

Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Payout Ret 1M -0.73% Ret 1Y 2.48% Ret 3Y 23.49% Ret 5Y 25.03%

Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Quarterly Payout Ret 1M -0.73% Ret 1Y 2.48% Ret 3Y 23.49% Ret 5Y 25.03%

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

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

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.

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) 151

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.