Axis Nifty Next 50 Index Fund - Regular Plan

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Value Research Rating

2 star

Our Opinion

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Riskometer

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Very High

₹15.7971

As on 18-Mar-2026

Returns

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Calculate SIP Returns of Axis Nifty Next 50 Index Fund - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Axis Nifty Next 50 Index Fund - Regular Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
Axis Nifty Next 50 Index Fund - Regular Plan
2 star
unlock fund advisor
Very High
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1.01
5 star
unlock fund advisor
Very High
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0.94
4 star
unlock fund advisor
Very High
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0.70
4 star
unlock fund advisor
Very High
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1.04
5 star
unlock fund advisor
Very High
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0.86

Other details of Axis Nifty Next 50 Index Fund - Regular Plan

Assets

info

₹440 Cr

Exit Load (Days)

info

--

Min. Investment (₹)

100

Min. Withdrawal (₹)

--

Min. SIP Investment (₹)

100

Min. No of Cheques

6

About Axis Nifty Next 50 Index Fund - Regular Plan

Axis Nifty Next 50 Index Fund - Regular Plan is a equity mutual fund scheme of Axis Mutual Fund. Launched on January 28, 2022, it is currently managed by Nandik Mallik and Rohit Gautam. The fund has an expense ratio of 1.01% with an overall AUM (Assets Under Management) of ₹440 Cr.

Axis Nifty Next 50 Index Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.

Investment Strategy

The scheme seeks to provide returns before expenses that closely corresponds to the total returns of the NIFTY NEXT 50 subject to tracking errors.

Suitability

Large-cap funds are suitable for investors:

  • Seeking exposure in large-cap stocks for moderately high returns
  • Aiming for long-term wealth creation
  • With a 5+ year investment horizon
  • Who are at ease with the market's ups and downs

Note:

  • Invest only through SIP
  • Being passively managed, the fund replicates the portfolio of its chosen benchmark index

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Axis Nifty Next 50 Index Fund - Regular Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Nifty Next 50 Index Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Nifty Next 50 Index Fund - Regular Plan can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Axis Nifty Next 50 Index Fund - Regular Plan, is ₹15.7971 as of 19-Mar-2026.

Over the past five years, Axis Nifty Next 50 Index Fund - Regular Plan has delivered an annualised return of --% as of 19-Mar-2026.

The minimum investment required to start investing in Axis Nifty Next 50 Index Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.