Axis NIFTY Next 50 Index Fund - Direct Plan - IDCW
Expense Ratio: 0.15
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Next 50 TRI
Inception: 07-01-2022
Exit Load: Nil
Fund Size:₹411.62 Cr
Performance
1Y
Fund0.41%
Cat. Avg.2.44%
2Y
Fund-3.40%
Cat. Avg.3.21%
3Y
Fund16.16%
Cat. Avg.11.17%
5Y
FundN/A
Cat. Avg.11.42%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund12.04%
Cat. Avg.7.47%
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 | Vedanta Limited | 20.68 | 5.20% |
| 2 | Tata Motors Ltd | 15.34 | 3.86% |
| 3 | TVS Motor Company Limited | 14.68 | 3.69% |
| 4 | Divi's Laboratories Limited | 14.05 | 3.53% |
| 5 | Hindustan Aeronautics Limited | 12.30 | 3.09% |
| 6 | Britannia Industries Limited | 11.88 | 2.99% |
| 7 | Tata Power Company Limited | 11.79 | 2.97% |
| 8 | Adani Power Limited | 11.57 | 2.91% |
| 9 | Cummins India Limited | 11.30 | 2.84% |
| 10 | Avenue Supermarts Limited | 10.83 | 2.72% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61312 | +2.2% | +4.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.23 L. | +2.3% | +2.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.99 L. | +10.6% | +7.0% |
| SI | 07 Feb, 22 | 2.70 L. | 3.52 L. | +30.4% | +12.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.00 L. | +0.4% | +0.4% |
| 2Y | 15 Jul, 24 | 1 L. | 93317 | -6.7% | -3.4% |
| 3Y | 17 Jul, 23 | 1 L. | 1.56 L. | +56.3% | +16.1% |
| SI | 02 Feb, 22 | 1 L. | 1.66 L. | +65.9% | +12.1% |
SIP Planner
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.