Axis Nifty Next 50 Index Fund Regular Growth

Fund Overview

Fund Size

₹403 Cr

Expense Ratio

1.01%

ISIN

INF846K012F9

Minimum SIP

₹100

Exit Load

No Charges

Inception Date

28 Jan 2022

About this fund

Axis Nifty Next 50 Index Fund Regular Growth is a Index Funds mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 3 years, 10 months and 19 days, having been launched on 28-Jan-22.
As of 16-Dec-25, it has a Net Asset Value (NAV) of ₹16.45, Assets Under Management (AUM) of 402.69 Crores, and an expense ratio of 1.01%.

Axis Nifty Next 50 Index Fund Regular Growth has given a CAGR return of 13.68% since inception.
The fund's asset allocation comprises around 99.82% in equities, 0.00% in debts, and 0.15% in cash & cash equivalents.
You can start investing in Axis Nifty Next 50 Index Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-6.64%

— (Cat Avg.)

3 Years

+16.31%

— (Cat Avg.)

Since Inception

+13.68%

— (Cat Avg.)

Portfolio Summaryas of 30th November 2025

Equity	₹401.95 Cr	99.82%
Others	₹0.58 Cr	0.15%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Vedanta Ltd	Equity	₹15.55 Cr	3.86%
Hindustan Aeronautics Ltd Ordinary Shares	Equity	₹15.03 Cr	3.73%
TVS Motor Co Ltd	Equity	₹14.44 Cr	3.59%
Divi's Laboratories Ltd	Equity	₹14.33 Cr	3.56%
Cholamandalam Investment and Finance Co Ltd	Equity	₹12.75 Cr	3.17%
Bharat Petroleum Corp Ltd	Equity	₹12.13 Cr	3.01%
Britannia Industries Ltd	Equity	₹12.01 Cr	2.98%
Tata Power Co Ltd	Equity	₹11.42 Cr	2.84%
Indian Hotels Co Ltd	Equity	₹11.39 Cr	2.83%
Varun Beverages Ltd	Equity	₹11.37 Cr	2.82%
Indian Oil Corp Ltd	Equity	₹10.53 Cr	2.62%
Avenue Supermarts Ltd	Equity	₹10.25 Cr	2.55%
Adani Power Ltd	Equity	₹10.12 Cr	2.51%
LTIMindtree Ltd	Equity	₹9.85 Cr	2.45%
Bank of Baroda	Equity	₹9.32 Cr	2.32%
Power Finance Corp Ltd	Equity	₹9.21 Cr	2.29%
Info Edge (India) Ltd	Equity	₹9.01 Cr	2.24%
Samvardhana Motherson International Ltd	Equity	₹9 Cr	2.24%
Canara Bank	Equity	₹8.91 Cr	2.21%
Bajaj Holdings and Investment Ltd	Equity	₹8.67 Cr	2.15%
ICICI Lombard General Insurance Co Ltd	Equity	₹8.29 Cr	2.06%
GAIL (India) Ltd	Equity	₹8.28 Cr	2.06%
DLF Ltd	Equity	₹8.09 Cr	2.01%
CG Power & Industrial Solutions Ltd	Equity	₹8.05 Cr	2.00%
Godrej Consumer Products Ltd	Equity	₹8.03 Cr	1.99%
Pidilite Industries Ltd	Equity	₹7.95 Cr	1.97%
REC Ltd	Equity	₹7.85 Cr	1.95%
Punjab National Bank	Equity	₹7.48 Cr	1.86%
United Spirits Ltd	Equity	₹7.47 Cr	1.85%
Jindal Steel Ltd	Equity	₹6.8 Cr	1.69%
Torrent Pharmaceuticals Ltd	Equity	₹6.78 Cr	1.68%
Havells India Ltd	Equity	₹6.33 Cr	1.57%
Shree Cement Ltd	Equity	₹6.15 Cr	1.53%
Adani Energy Solutions Ltd	Equity	₹6.01 Cr	1.49%
Ambuja Cements Ltd	Equity	₹6 Cr	1.49%
Hyundai Motor India Ltd	Equity	₹5.78 Cr	1.44%
Solar Industries India Ltd	Equity	₹5.63 Cr	1.40%
Lodha Developers Ltd	Equity	₹5.62 Cr	1.40%
Adani Green Energy Ltd	Equity	₹5.59 Cr	1.39%
Bosch Ltd	Equity	₹5.45 Cr	1.35%
Siemens Ltd	Equity	₹5.08 Cr	1.26%
Siemens Energy India Ltd	Equity	₹4.87 Cr	1.21%
ABB India Ltd	Equity	₹4.73 Cr	1.17%
JSW Energy Ltd	Equity	₹4.56 Cr	1.13%
Zydus Lifesciences Ltd	Equity	₹4.1 Cr	1.02%
Mazagon Dock Shipbuilders Ltd	Equity	₹3.55 Cr	0.88%
Hindustan Zinc Ltd	Equity	₹3.53 Cr	0.88%
Indian Railway Finance Corp Ltd Ordinary Shares	Equity	₹3.52 Cr	0.88%
Life Insurance Corporation of India	Equity	₹3.46 Cr	0.86%
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	₹2.43 Cr	0.60%
Net Receivables / (Payables)	Cash - Collateral	₹-1.84 Cr	0.46%
Bajaj Housing Finance Ltd	Equity	₹1.63 Cr	0.40%
Tvs Motor Company Limited	Preferred Stock	₹0.15 Cr	0.04%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹81.09 Cr	20.14%
Basic Materials	₹51.61 Cr	12.82%
Utilities	₹50.85 Cr	12.63%
Consumer Defensive	₹49.12 Cr	12.20%
Consumer Cyclical	₹46.07 Cr	11.44%
Industrials	₹42.76 Cr	10.62%
Healthcare	₹25.22 Cr	6.26%
Energy	₹22.66 Cr	5.63%
Real Estate	₹13.71 Cr	3.40%
Technology	₹9.85 Cr	2.45%
Communication Services	₹9.01 Cr	2.24%

Risk & Performance Ratios

Fund Managers

Karthik Kumar

Since August 2023

Additional Scheme Detailsas of 30th November 2025

ISIN

INF846K012F9

Expense Ratio

1.01%

Exit Load

No Charges

Fund Size

₹403 Cr

Age

3 years 10 months

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty Next 50 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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DSP Nifty Midcap 150 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
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DSP Nifty Midcap 150 ETF Very High Risk	-	-	-	-
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About the AMC

Axis Mutual Fund

+91 22 43255161

https://www.axismf.com/

Total AUM

₹3,61,982 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
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Axis Multi-Asset Active FoF Direct Growth Very High Risk	-	1.0%	-	-
Axis Income Plus Arbitrage Passive Fund of Funds Direct Growth Moderate Risk	-	0.0%	₹138.14 Cr	-
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹316.41 Cr	-
Axis Nifty500 Quality 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹78.22 Cr	-
Axis Services Opportunities Fund Direct Growth Very High Risk	0.7%	1.0%	₹1978.87 Cr	-
Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct Growth Moderate Risk	-	0.0%	-	-
Axis Nifty500 Momentum 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹119.68 Cr	-
Axis CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund Direct Growth Moderate Risk	0.1%	0.0%	₹54.66 Cr	8.2%
Axis Momentum Fund Direct Growth Very High Risk	0.6%	1.0%	₹1262.88 Cr	-7.1%
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹23.30 Cr	8.3%
Axis Nifty500 Value 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹109.69 Cr	3.6%
Axis CRISIL IBX AAA NBFC Index Jun 2027 Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹1524.10 Cr	8.2%
Axis Consumption Fund Direct Growth Very High Risk	0.5%	1.0%	₹3669.97 Cr	-1.1%
Axis Nifty 500 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹307.42 Cr	1.9%
Axis Nifty Bank Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹149.43 Cr	11.0%
Axis CRISIL IBX SDL June 2034 Debt Index Fund Direct Growth Moderate Risk	0.2%	0.0%	₹10.13 Cr	5.9%
Axis S&P BSE Sensex Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹45.38 Cr	4.7%
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 119 71 Days Direct Growth Low to Moderate Risk	-	-	-	-
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth Very High Risk	0.1%	0.0%	₹42.02 Cr	14.0%
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Axis Quant Fund Direct Growth Very High Risk	0.7%	1.0%	₹925.27 Cr	-1.8%
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Axis Bluechip Fund Direct Growth Very High Risk	0.7%	1.0%	₹34071.52 Cr	2.7%
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Axis Gold Fund Direct Growth High Risk	0.2%	1.0%	₹1953.56 Cr	68.7%
Axis Focused 25 Fund Direct Growth Very High Risk	0.8%	1.0%	₹12445.38 Cr	-0.7%
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Axis Strategic Bond Fund Direct Growth Moderately High risk	0.7%	1.0%	₹1941.11 Cr	8.8%
Axis Long Term Equity Fund Direct Growth Very High Risk	0.8%	0.0%	₹35083.65 Cr	0.9%

Risk Level

Your principal amount will be at Very High Risk

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Still got questions?
We're here to help.

What is the current NAV of Axis Nifty Next 50 Index Fund Regular Growth?

The NAV of Axis Nifty Next 50 Index Fund Regular Growth, as of 16-Dec-2025, is ₹16.45.

What are the returns of Axis Nifty Next 50 Index Fund Regular Growth?

The fund has generated -6.64% over the last 1 year and 16.31% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Axis Nifty Next 50 Index Fund Regular Growth?

The fund's allocation of assets is distributed as 99.82% in equities, 0.00% in bonds, and 0.15% in cash and cash equivalents.

Who manages the Axis Nifty Next 50 Index Fund Regular Growth?

The fund managers responsible for Axis Nifty Next 50 Index Fund Regular Growth are:-

Karthik Kumar

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

₹403 Cr

Expense Ratio

1.01%

ISIN

INF846K012F9

Minimum SIP

₹100

Exit Load

No Charges

Inception Date

28 Jan 2022

Risk Level

Your principal amount will be at Very High Risk