Axis Nifty Next 50 Index Fund

Axis Nifty Next 50 Index Fund

Get the latest NAV of Axis Nifty Next 50 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹17.79

0.2%1D

NAV as on 16 Jun 2026

14.06%/per year

Since Inception

Absolute Gain%

4500 people have invested ₹ 2.3Cr in Axis Nifty Next 50 Index Fund in the last three months

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Axis Nifty Next 50 Index Fund
-
496Cr
0.15%
7.28%
18.38%
-0.31
1.00
0.68
1.06
-2.34
SBI Nifty Next 50 Index Fund
1/8
2,096Cr
0.33%
7.1%
18.37%
-0.36
1.00
0.68
1.06
-7.16
DSP Nifty Next 50 Index Fund
2/8
1,308Cr
0.24%
7.15%
18.36%
-0.35
1.00
0.68
1.06
-2.98
UTI Nifty Next 50 Index Fund
3/8
6,818Cr
0.4%
7.14%
18.41%
-0.32
1.00
0.68
1.06
-5.10

Axis Nifty Next 50 Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit


Total Corpus

0

Absolute Return

Axis Nifty Next 50 Index Fund Asset Allocation

See fund asset allocation details as on (14-Jun-26)

Fund Distribution

as on (14-Jun-26)

Large cap
89.4%

Mid cap
7.4%

Mid Cap allocation has gone down from 7.8% to 7.4%
Mid Cap allocation has gone down from 7.8% to 7.4%
Large Cap allocation has gone down from 92.1% to 89.4%
Large Cap allocation has gone down from 92.1% to 89.4%
Cash allocation has gone down from 0.1% to 0%
Cash allocation has gone down from 0.1% to 0%

Axis Nifty Next 50 Index Fund Sector Allocation

See fund sector allocation details as on (14-Jun-26)

Sector Allocation

Financial Services
20.2%
Basic Materials
12.8%
Utilities
12.6%
Consumer Defensive
12.2%
Consumer Cyclical
11.5%
Industrial
10.6%
Health
6.3%
Energy
5.6%
Real Estate
3.4%
Tech
2.5%
Communication
2.2%

Top 3 Sectors in May were Financial Services, Consumer Cyclical & Basic Materials

May'26

Financial Services

20%

Utilities

14%

Consumer Cyclical

14%

Apr'26

Financial Services

21%

Consumer Cyclical

14%

Basic Materials

14%

Axis Nifty Next 50 Index Fund Holdings Details

as on (31-May-26)

Top Stocks bought last month
Adani Power Ltd's allocation increased from 2.08% to 4%
Adani Power Ltd's allocation increased from 2.08% to 4%
Adani Green Energy Ltd's allocation increased from 1.26% to 1.97%
Adani Green Energy Ltd's allocation increased from 1.26% to 1.97%
Adani Energy Solutions Ltd's allocation increased from 1.51% to 2.09%
Adani Energy Solutions Ltd's allocation increased from 1.51% to 2.09%
Top Stocks sold last month
Divi's Laboratories Ltd's allocation decreased from 3.53 % to 3.37 %
Divi's Laboratories Ltd's allocation decreased from 3.53 % to 3.37 %
Tata Motors Ltd's allocation decreased from 3.86 % to 3.15 %
Tata Motors Ltd's allocation decreased from 3.86 % to 3.15 %
TVS Motor Co Ltd's allocation decreased from 3.69 % to 3.13 %
TVS Motor Co Ltd's allocation decreased from 3.69 % to 3.13 %

Axis Nifty Next 50 Index Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.15%
Benchmark
Nifty Next 50 TR INR
AUM₹496 Cr
Inception Date28 January, 2022
Min Lumpsum/SIP₹100/₹100
Exit Load0%
Lock InNo Lock-in
TurnOver
75.29%
Risk
Risk meter
pointer
Very High Risk

About Axis Nifty Next 50 Index Fund

Axis Nifty Next 50 Index Fund is an equity fund. This fund was started on 28 January, 2022. The fund is managed by Nandik Malik, Rohit Gautam. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Axis Nifty Next 50 Index Fund has ₹496 Cr worth of assets under management (AUM) as on Jun 2026 and is more than category average.
  2. The fund has an expense ratio 0.2.

Returns

Axis Nifty Next 50 Index Fund has given a CAGR return of 14.06% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 7.28% and 18.38% respectively.

Holdings

Axis Nifty Next 50 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Utilities, Consumer Cyclical, Industrial, Basic Materials, Consumer Defensive, Health, Energy, Real Estate, Tech. Its top holdings are Adani Power Ltd, Divi's Laboratories Ltd, Hindustan Aeronautics Ltd Ordinary Shares, Cummins India Ltd, Tata Motors Ltd

Taxation

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Axis Nifty Next 50 Index Fund

To provide returns before expenses that closely corresponds to the total returns of the NIFTY NEXT 50 subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Nifty Next 50 Index Fund has no lock in period.

Fund Manager

Nandik Malik

Fund Manager of Axis Nifty Next 50 Index Fund, since 6 March 2026

Rohit Gautam

Fund Manager of Axis Nifty Next 50 Index Fund, since 6 March 2026

Learn more about Axis Mutual Fund
Parameters
May'26
Apr'26
Mar'26
AUM
₹ 495.6 Cr
₹ 397.4 Cr
₹ 397.4 Cr
  • AUM of the fund stands at 495.6 Cr as of May'26
  • AUM increased by 98.1 Cr between May'26 and Apr'26

Frequently Asked Questions for Axis Nifty Next 50 Index Fund

How do I invest in Axis Nifty Next 50 Index Fund?

INDmoney makes it simple to invest in the Axis Nifty Next 50 Index Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Nifty Next 50 Index Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis Nifty Next 50 Index Fund?

The NAV of the fund today is ₹17.79. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis Nifty Next 50 Index Fund fund has generated a return of 7.28% in 1 year, 18.38% in 3 years

Who is the fund manager of Axis Nifty Next 50 Index Fund?

The fund managers are Nandik Malik, Rohit Gautam.

What is the expense ratio of the fund?

The expense ratio is 0.15%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹496 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Nifty Next 50 Index Fund?

The top 3 holdings of the fund are Adani Power Ltd(4%), Divi's Laboratories Ltd(3.37%), Hindustan Aeronautics Ltd Ordinary Shares(3.24%)