Axis NIFTY Next 50 Index Fund - Regular Plan - IDCW
Expense Ratio: 1.01
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Next 50 TRI
Inception: 07-01-2022
Exit Load: Nil
Fund Size:₹411.62 Cr
Performance
1Y
Fund-5.89%
Cat. Avg.-1.42%
2Y
Fund-7.11%
Cat. Avg.-0.02%
3Y
Fund12.66%
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund9.59%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Adani Power Limited | 19.34 | 3.79% |
| 2 | Tata Motors Ltd | 18.40 | 3.61% |
| 3 | Divi's Laboratories Limited | 17.41 | 3.41% |
| 4 | Hindustan Aeronautics Limited | 17.31 | 3.39% |
| 5 | TVS Motor Company Limited | 16.93 | 3.32% |
| 6 | Cholamandalam Investment and Finance Company Ltd | 16.13 | 3.16% |
| 7 | Cummins India Limited | 15.92 | 3.12% |
| 8 | Avenue Supermarts Limited | 14.70 | 2.88% |
| 9 | Varun Beverages Limited | 14.45 | 2.83% |
| 10 | Samvardhana Motherson International Limited | 13.63 | 2.67% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58201 | -3.0% | -6.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.17 L. | -2.2% | -2.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.81 L. | +0.4% | +0.3% |
| SI | 07 Feb, 22 | 2.85 L. | 3.45 L. | +21.0% | +8.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94107 | -5.9% | -5.9% |
| 2Y | 16 Oct, 24 | 1 L. | 86278 | -13.7% | -7.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.43 L. | +43.0% | +12.7% |
| SI | 02 Feb, 22 | 1 L. | 1.54 L. | +53.8% | +9.6% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.