FundLens
59
Index — Large CapHold

Axis Nifty 50 Index

Axis · Direct–Growth · rank #25 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-2.5%
+0.0% vs index
3 Years
8.0%
+0.0% vs index
5 Years
Since launch
7.9%

Year-by-year performance

last entry = YTD
2022
+5.4%
2023
+21.1%
2024
+9.8%
2025
+11.7%
2026
-7.8%

Why this score

Axis Nifty 50 Index scores 59/100 — #25 of 82 Index — Large Cap fund (Hold). It stands out for volatility and expense ratio — beating 92% of peers on volatility. The main drag is its alpha (better than only 20% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Volatility13.09 · 92nd percentile in category
Expense ratio0.19% · 91st percentile in category
Alpha-1.79 · 20th percentile in category
Fund size1023.23 Cr · 69th percentile in category
3Y return8.01% · 44th percentile in category
Sharpe ratio0.12 · 59th percentile in category

Top holdings

top 5 = 36.8% of portfolio
1.HDFC Bank Ltd10.23%
2.ICICI Bank Ltd9.18%
3.Reliance Industries Ltd7.89%
4.Bharti Airtel Ltd5.35%
5.Larsen & Toubro Ltd4.12%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Large Cap funds