79
Index — Large CapStrong Buy
Axis Nifty Next 50 Index
Axis · Direct–Growth · rank #4 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-0.2%
+9.9% vs index
3 Years
15.7%
+9.4% vs index
5 Years
—
Since launch
11.5%
Year-by-year performance
2023
+26.6%+5.6% vs index
2024
+27.7%+17.9% vs index
2025
+2.7%-9.0% vs index
2026
-0.3%+11.4% vs index
Why this score
Axis Nifty Next 50 Index scores 79/100 — #4 of 82 Index — Large Cap fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 91% of peers on 3y return. The main drag is its volatility (better than only 22% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return15.72% · 91st percentile in category
Sharpe ratio0.50 · 94th percentile in category
Sortino ratio0.67 · 94th percentile in category
Expense ratio0.21% · 87th percentile in category
Volatility18.37 · 22nd percentile in category
Alpha7.47 · 78th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.84%
2.TVS Motor Company Ltd3.95%
3.Hindustan Aeronautics Ltd3.63%
4.Tata Motors Ltd3.62%
5.Adani Power Ltd3.48%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.