Axis Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
21.79%
3Y annualised
-0.06% 1D
1M
6M
1Y
3Y
All
NAV: 09 Jul 2025₹16.89
Min. SIP amount₹100
Rating2
Fund size₹337.09Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (51)

NameSectorInstrumentAssets
ServicesEquity4.47%
Capital GoodsEquity4.04%
HealthcareEquity3.59%
Metals & MiningEquity3.16%
ServicesEquity2.89%
FinancialEquity2.88%
EnergyEquity2.81%
AutomobileEquity2.79%
Consumer StaplesEquity2.77%
Consumer StaplesEquity2.72%
EnergyEquity2.64%
FinancialEquity2.53%
Consumer StaplesEquity2.52%
ServicesEquity2.51%
FinancialEquity2.48%
ServicesEquity2.37%
EnergyEquity2.27%
EnergyEquity2.19%
ConstructionEquity2.19%
FinancialEquity2.15%
ChemicalsEquity2.04%
TechnologyEquity2.00%
FinancialEquity1.97%
AutomobileEquity1.93%
Consumer StaplesEquity1.92%
InsuranceEquity1.92%
Capital GoodsEquity1.88%
EnergyEquity1.83%
ConstructionEquity1.70%
ConstructionEquity1.69%
FinancialEquity1.66%
Capital GoodsEquity1.65%
ConstructionEquity1.58%
FinancialEquity1.56%
Metals & MiningEquity1.54%
HealthcareEquity1.42%
EnergyEquity1.34%
Capital GoodsEquity1.34%
Capital GoodsEquity1.33%
Capital GoodsEquity1.24%
Consumer StaplesEquity1.22%
AutomobileEquity1.16%
Capital GoodsEquity1.11%
InsuranceEquity1.11%
FinancialEquity1.06%
HealthcareEquity0.99%
AutomobileEquity0.96%
EnergyEquity0.91%
InsuranceEquity0.90%
ServicesEquity0.55%
FinancialEquity0.48%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-6.5%21.8%16.4%
Category averageNA2.1%18.6%NA
Rank with in categoryNA809NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
4.8%24.3%41,750.19
5
8.2%22.2%6,036.43
5
5.9%22.2%69,762.55
5
2.6%20.6%37,715.69
4
7.1%20.2%16,026.59

Expense ratio, exit load and tax

Expense ratio: 0.15%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Large Cap

Pros

Exit load is zero
Lower expense ratio: 0.15%
3Y annualised returns higher than category average by 3.23%

Cons

1Y annualised returns lower than category average by 8.61%
Low rating: 2

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