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Fund Overview of Axis Nifty Next 50 Index Fund Direct-IDCW
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₹509.9 CrAUM
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₹17.45NAV
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0.22%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Axis Nifty Next 50 Index Fund Direct-IDCW Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 6.78% | NA | 2.02% |
| 6 Months | 7.10% | NA | 10.55% |
| 1 Year | 9.65% | 9.65% | -1.10% |
| 2 Years | 1.21% | 0.60% | 17.47% |
| 3 Years | 70.37% | 19.43% | 15.47% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Asset Allocation of Axis Nifty Next 50 Index Fund Direct-IDCW
equities
99.86%debt instruments
0.24%Axis Nifty Next 50 Index Fund Direct-IDCW is one Equity mutual fund offered by Axis Mutual Fund. Launched on 28 Jan 2022, the fund aims Long term wealth creation solution. An index fund that seeks to track returns by investing in a basket of Nifty Next 50 Index stocks and aims to achieve returns of the stated index, subject to tracking error. It manages assets worth ₹509.9 crore as on Tue Jun 30, 2026. The expense ratio stands at 0.22%. Fund Manager Manager EducationAbout Axis Nifty Next 50 Index Fund Direct-IDCW
The portfolio allocation consists of 99.86% in equities, 0.24% in debt instruments.Managed by Karthik Kumar, it has delivered a return of 9.65% in the last year, a total return since inception of 14.28%.
The latest dividend was declared on 18 Mar 2026 at 8.30% of face value.
Considering individual goals individuals often compare best sip plans during the overall investment planning.
Key Metrics of Axis Nifty Next 50 Index Fund Direct-IDCW
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Standard Deviation20.03%
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Mean18.74%
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Sharpe Ratio0.65%
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Alpha6.48%
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Beta1.28%
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Sortino Ratio0.86%
Axis Nifty Next 50 Index Fund Direct-IDCW Fund Details
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Compare Axis Nifty Next 50 Index Fund Direct-IDCW with other mutual funds in the same category
Axis Nifty Next 50 Index Fund Direct-IDCW
UTI BSE Sensex Next 50 ETF-Growth
SBI BSE Sensex Next 50 ETF-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI BSE Sensex Next 50 ETF-Growth  |
₹33 | 2.02% | 7.05% | 6.82% | 18.74% | 16.51% |
| SBI BSE Sensex Next 50 ETF-IDCW |
₹25 | 2.01% | 7.05% | 6.79% | 18.70% | 16.50% |
| Nippon India ETF BSE Sensex Next 50-Growth |
₹119 | 2.00% | 7.02% | 6.70% | 18.56% | 16.29% |
| Nippon India Large Cap Fund Direct-Growth |
₹53,227 | 0.52% | 3.26% | -1.11% | 13.05% | 15.36% |
| Nippon India Large Cap Fund Direct-IDCW |
₹53,227 | 0.52% | 3.26% | -1.11% | 13.05% | 15.36% |
| Nippon India Large Cap Fund-Growth |
₹53,227 | 0.45% | 3.07% | -1.89% | 12.10% | 14.39% |
| Nippon India Large Cap Fund-IDCW |
₹53,227 | 0.45% | 3.07% | -1.89% | 12.10% | 14.39% |
| UTI Nifty Next 50 Exchange Traded Fund-Growth |
₹2,269 | 1.91% | 6.90% | 9.82% | 19.78% | 14.31% |
| Aditya Birla Sun Life Nifty Next 50 ETF-Growth |
₹105 | 1.91% | 6.86% | 9.77% | 19.77% | 14.30% |
| ICICI Prudential Nifty Next 50 ETF-Growth |
₹2,659 | 1.92% | 6.74% | 9.68% | 19.70% | 14.26% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Axis Large Cap Fund Direct-Growth
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₹30,913 | 1.74% | 7.31% | -0.18% | 0.45% | 11.16% |
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Axis Large Cap Fund Regular-Growth
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₹30,913 | 1.67% | 7.10% | -0.60% | -0.41% | 10.19% |
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Axis Large Cap Fund Direct-IDCW
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₹30,913 | 1.74% | 7.31% | -0.18% | 0.45% | 11.16% |
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Axis Large Cap Fund Regular-IDCW
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₹30,913 | 1.67% | 7.10% | -0.60% | -0.41% | 10.19% |
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Axis Nifty 100 Index Fund Direct-Growth
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₹2,024 | 0.71% | 3.84% | -2.52% | -0.42% | 10.47% |
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Axis Nifty 100 Index Fund Regular-Growth
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₹2,024 | 0.65% | 3.65% | -2.86% | -1.12% | 9.73% |
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Axis Nifty 100 Index Fund Direct-IDCW
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₹2,024 | 0.71% | 3.84% | -2.52% | -0.42% | 10.47% |
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Axis Nifty 100 Index Fund Regular-IDCW
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₹2,024 | 0.65% | 3.65% | -2.86% | -1.12% | 9.73% |
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Axis Nifty 50 ETF-Growth
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₹1,278 | 0.46% | 3.23% | -4.41% | -2.32% | 8.93% |
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Axis Nifty 50 Index Fund Regular-Growth
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₹1,001 | 0.42% | 3.12% | -4.60% | -2.71% | 8.46% |
growth is based on 1-month returns of the fundsAxis Nifty Next 50 Index Fund Direct-IDCW Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Nifty 50 ETF-IDCW |
₹210,090 | ₹261.34 | 8.92% | 9.28% | 12.08% |
| SBI BSE Sensex ETF |
₹119,444 | ₹865.02 | 7.09% | 8.21% | 11.93% |
| ICICI Prudential Large Cap Fund-Growth |
₹79,421 | ₹109.39 | 12.42% | 12.59% | 13.11% |
| ICICI Prudential Large Cap Fund Direct-Growth |
₹79,421 | ₹120.83 | 13.05% | 13.24% | 13.89% |
| ICICI Prudential Large Cap Fund Direct-IDCW |
₹79,421 | ₹61.14 | 13.05% | 13.24% | 13.89% |
| ICICI Prudential Large Cap Fund-IDCW |
₹79,421 | ₹29.49 | 12.42% | 12.59% | 13.11% |
| UTI Nifty 50 ETF |
₹70,931 | ₹269.12 | 8.93% | 9.29% | 12.09% |
| Nippon India ETF Nifty 50 Bees |
₹64,785 | ₹276.54 | 8.93% | 9.30% | 12.07% |
| UTI BSE Sensex ETF-IDCW |
₹55,168 | ₹859.89 | 7.10% | 8.22% | 11.97% |
| SBI Large Cap Fund-Growth |
₹55,064 | ₹94.03 | 10.22% | 10.50% | 11.40% |
Axis Nifty Next 50 Index Fund Direct-IDCW Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Vedanta Ltd | Materials | 5.24% | ₹23.05 Cr |
| Vedanta Ltd | Materials | 5.10% | ₹21.23 Cr |
| Vedanta Ltd | Materials | 5.20% | ₹20.68 Cr |
| Adani Power Ltd | Energy & Utilities | 4.00% | ₹19.82 Cr |
| Adani Power Ltd | Energy & Utilities | 3.79% | ₹19.34 Cr |
| Adani Power Ltd | Energy & Utilities | 3.79% | ₹19.34 Cr |
| Adani Power Ltd | Energy & Utilities | 3.79% | ₹19.34 Cr |
| Adani Power Ltd | Energy & Utilities | 3.79% | ₹19.34 Cr |
| Vedanta Ltd | Materials | 4.44% | ₹18.40 Cr |
| Tata Motors Ltd | 3.61% | ₹18.40 Cr | |
| Interglobe Aviation Ltd | Industrials | 5.00% | ₹18.10 Cr |
| Adani Power Ltd | Energy & Utilities | 3.72% | ₹17.65 Cr |
| Divi's Laboratories Ltd | Healthcare | 3.41% | ₹17.41 Cr |
| Divi's Laboratories Ltd | Healthcare | 3.41% | ₹17.41 Cr |
| Divi's Laboratories Ltd | Healthcare | 3.41% | ₹17.41 Cr |
| Divi's Laboratories Ltd | Healthcare | 3.41% | ₹17.41 Cr |
| Hindustan Aeronautics Ltd | Industrials | 3.39% | ₹17.31 Cr |
| Hindustan Aeronautics Ltd | Industrials | 3.39% | ₹17.31 Cr |
| Hindustan Aeronautics Ltd | Industrials | 3.39% | ₹17.31 Cr |
| Hindustan Aeronautics Ltd | Industrials | 3.39% | ₹17.31 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI BSE Sensex Next 50 ETF-Growth |
₹96.28 | 18.74% | 16.51% | - |
| SBI BSE Sensex Next 50 ETF-IDCW |
₹965.63 | 18.70% | 16.50% | - |
| Nippon India ETF BSE Sensex Next 50-Growth |
₹94.26 | 18.56% | 16.29% | - |
| Nippon India Large Cap Fund Direct-Growth |
₹101.59 | 13.05% | 15.36% | - |
| Nippon India Large Cap Fund Direct-IDCW |
₹40.41 | 13.05% | 15.36% | - |
| Nippon India Large Cap Fund-Growth |
₹90.27 | 12.10% | 14.39% | - |
| Nippon India Large Cap Fund-IDCW |
₹26.39 | 12.10% | 14.39% | - |
| UTI Nifty Next 50 Exchange Traded Fund-Growth |
₹79.97 | 19.78% | 14.31% | - |
| Aditya Birla Sun Life Nifty Next 50 ETF-Growth |
₹77.97 | 19.77% | 14.30% | - |
| ICICI Prudential Nifty Next 50 ETF-Growth |
₹78.14 | 19.70% | 14.26% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Nifty Next 50 Index Fund Direct-IDCW
What is the current AUM of Axis Nifty Next 50 Index Fund Direct-IDCW?
As of Tue Jun 30, 2026, Axis Nifty Next 50 Index Fund Direct-IDCW manages assets worth ₹509.9 crore
How has Axis Nifty Next 50 Index Fund Direct-IDCW performed recently?
- 3 Months: 6.78%
- 6 Months: 7.10%
What is the long-term performance of Axis Nifty Next 50 Index Fund Direct-IDCW?
- 3 Years CAGR: 19.43%
- Since Inception: 14.28%
What is the portfolio composition of Axis Nifty Next 50 Index Fund Direct-IDCW?
Equity: 99.86%, Debt: 0.24%, Others: -0.10%.
Who manages Axis Nifty Next 50 Index Fund Direct-IDCW?
Axis Nifty Next 50 Index Fund Direct-IDCW is managed by Karthik Kumar from Axis Mutual Fund.
When was the last dividend declared by Axis Nifty Next 50 Index Fund Direct-IDCW?
Latest dividend was declared on 18 Mar 2026 at 8.30% of face value.
What is the market-cap allocation of Axis Nifty Next 50 Index Fund Direct-IDCW?
Large Cap: 86.82%, Mid Cap: 13.18%.
Which are the top companies Axis Nifty Next 50 Index Fund Direct-IDCW has invested in?
- Vedanta Ltd – 5.24% of the fund's portfolio
- Vedanta Ltd – 5.10% of the fund's portfolio
- Vedanta Ltd – 5.20% of the fund's portfolio
- Adani Power Ltd – 4.00% of the fund's portfolio
- Adani Power Ltd – 3.79% of the fund's portfolio
Which are the major sectors Axis Nifty Next 50 Index Fund Direct-IDCW focuses on?
- Energy & Utilities – 22.89% of the fund's portfolio
- Materials – 19.99% of the fund's portfolio
- Industrials – 18.58% of the fund's portfolio
- Healthcare – 13.66% of the fund's portfolio
- Other – 3.61% of the fund's portfolio
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