{"id":252791,"date":"2026-09-17T13:13:28","date_gmt":"2026-09-17T07:43:28","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-17T13:13:28","modified_gmt":"2026-09-17T07:43:28","slug":"axis-nifty-next-50-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/","title":{"rendered":"Axis Nifty Next 50 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/axis-nifty-next-50-index-fund-g-direct-plan\">Axis Nifty Next 50 Index Fund Direct Growth Plan<\/a> is at \u20b917.4924 as of 16 Sep 2026, with scheme AUM of \u20b9548 Cr. Its 1-year, 3-year and 5-year returns are 2.72%, 15.71% and 0% respectively, and the fund sits in the High Risk bucket. In our view, the appeal here is not a smooth near-term track record but a rules-based exposure to a broader Nifty Next 50 basket, which can lead to meaningful swings over shorter periods.<\/p>\n<p>The current return pattern suggests that this is better suited to investors who can tolerate sharp month-to-month movement and are willing to hold through uneven stretches. The portfolio is also reasonably concentrated in its largest positions, so returns may depend heavily on a relatively small set of holdings even within an index framework.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Axis_Nifty_Next_50_Index\" title=\"Should you BUY or HOLD Axis Nifty Next 50 Index?\">Should you BUY or HOLD Axis Nifty Next 50 Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Axis_Nifty_Next_50_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Axis Nifty Next 50 Index Fund Direct Growth Plan?\">What is the current NAV of Axis Nifty Next 50 Index Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund&#8217;s 1-year, 3-year and 5-year returns?\">What are the fund&#8217;s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#How_has_the_fund_performed_against_its_benchmark\" title=\"How has the fund performed against its benchmark?\">How has the fund performed against its benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#How_does_the_fund_compare_with_the_peer_funds_shown_here\" title=\"How does the fund compare with the peer funds shown here?\">How does the fund compare with the peer funds shown here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#Is_there_a_minimum_SIP_amount\" title=\"Is there a minimum SIP amount?\">Is there a minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#What_are_the_risk_level_portfolio_focus_and_exit_load\" title=\"What are the risk level, portfolio focus and exit load?\">What are the risk level, portfolio focus and exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty-next-50-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b917.4924 as of 16 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9548 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.15%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>28 Jan 2022<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Index Funds<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Nandik Mallik, Rohit Gautam<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Nandik Mallik and Rohit Gautam.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-5.49%<\/td>\n<td>-4.41%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-2.32%<\/td>\n<td>-3.6%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>2.72%<\/td>\n<td>-7.76%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>15.71%<\/td>\n<td>5.74%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent behaviour has been uneven, with the fund still negative over the latest month and quarter. That tells us the short end of the journey has not been stable, even though the 1-year return turned positive.<\/p>\n<p>Over 3 years, the fund has compounded at 15.71%, which is materially stronger than the benchmark&#8217;s 5.74% for the same period. That gap matters because it shows the fund has done better than the benchmark in a multi-year holding window, even though the benchmark itself has moved through a weak patch in the shorter comparisons.<\/p>\n<p>The 1-year figure is also interesting because the fund stayed in positive territory while the benchmark was negative over the same horizon. Our read is that the fund&#8217;s recent trajectory is better than the benchmark&#8217;s, but it has still not delivered a smooth line upward. The time pattern points to periods of recovery followed by renewed weakness, which is consistent with a volatile next-50 style exposure rather than a defensive profile.<\/p>\n<p>Because the 5-year return is not available, we would avoid drawing long-horizon conclusions beyond the 3-year history. The more reliable takeaway is that the fund has outpaced the benchmark on the available multi-year comparison, but the latest monthly and quarterly moves show that near-term volatility remains part of the experience.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Axis_Nifty_Next_50_Index\"><\/span>Should you BUY or HOLD Axis Nifty Next 50 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Axis Nifty Next 50 Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/axis-nifty-next-50-index-fund-g-direct-plan\">Axis Nifty Next 50 Index Fund Direct Growth Plan<\/a><\/td>\n<td>2.72%<\/td>\n<td>15.71%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>29.31%<\/td>\n<td>30.01%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-nifty-capital-markets-index-fund-g-direct-plan\">Tata Nifty Capital Markets Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.45%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.13%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-midsmall-financial-services-index-fund-g-direct-plan\">Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth Plan<\/a><\/td>\n<td>20.68%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nifty-pharma-index-fund-g-direct-plan\">ICICI Pru Nifty Pharma Index Fund Direct Growth Plan<\/a><\/td>\n<td>17.57%<\/td>\n<td>18.84%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>Compared with the peer set, the fund&#8217;s 1-year return is far lower than the stronger figures in the table. The same pattern shows up over 3 years, where it trails the better-compounding peer funds that have available long-run data. So, on the available return figures, the fund looks weaker on recent performance than several peers and also behind the stronger multi-year peer results.<\/p>\n<p>That said, the comparison is not one-sided. The fund&#8217;s 3-year return is still comfortably above the benchmark return shown in the performance section, so the fund has added value versus its benchmark even while lagging some peers. In our view, the short-term peer comparison and the longer-term comparison tell different stories: relative to peers, the fund looks modest on return; relative to its benchmark, it has been ahead over the available multi-year window.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Divi&#8217;S Laboratories Limited<\/td>\n<td>Healthcare<\/td>\n<td>4.74%<\/td>\n<\/tr>\n<tr>\n<td>TVS Motor Company Limited<\/td>\n<td>Automobile &#038; Ancillaries<\/td>\n<td>4.01%<\/td>\n<\/tr>\n<tr>\n<td>Tata Motors Ltd<\/td>\n<td>Domestic Equities<\/td>\n<td>3.87%<\/td>\n<\/tr>\n<tr>\n<td>Hindustan Aeronautics Limited<\/td>\n<td>Capital Goods<\/td>\n<td>3.59%<\/td>\n<\/tr>\n<tr>\n<td>Adani Power Limited<\/td>\n<td>Power<\/td>\n<td>3.23%<\/td>\n<\/tr>\n<tr>\n<td>Cholamandalam Investment and Finance Company Ltd<\/td>\n<td>Finance<\/td>\n<td>3.16%<\/td>\n<\/tr>\n<tr>\n<td>Samvardhana Motherson International Limited<\/td>\n<td>Automobile &#038; Ancillaries<\/td>\n<td>2.97%<\/td>\n<\/tr>\n<tr>\n<td>Torrent Pharmaceuticals Limited<\/td>\n<td>Healthcare<\/td>\n<td>2.92%<\/td>\n<\/tr>\n<tr>\n<td>Cummins India Limited<\/td>\n<td>Automobile &#038; Ancillaries<\/td>\n<td>2.71%<\/td>\n<\/tr>\n<tr>\n<td>Bharat Petroleum Corporation Limited<\/td>\n<td>Crude Oil<\/td>\n<td>2.58%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding is Divi&#8217;S Laboratories Limited at 4.74%, which is meaningful but not excessive on its own. The drop from the first holding to the tenth is fairly gradual, ending at 2.58%, so the top layer is spread across several names rather than being dominated by a single position.<\/p>\n<p>The top 10 holdings account for approximately 33.78% of the portfolio, which suggests the disclosed sleeve is diversified but still leaves room for a long tail beyond the largest names. Because the fund holds 50 positions in total, the remaining holdings may still matter, but the biggest names are likely to have greater influence on short-term movement than the smaller positions.<\/p>\n<p>In our view, this is a portfolio structure that may reduce single-stock dependence while still allowing the larger holdings to shape outcomes. The combination of a moderate top-10 weight and a 50-holding universe points to a spread that is not overly concentrated, yet not so broad that the biggest positions lose significance.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/axis-nifty-next-50-index-fund-g-direct-plan\">Axis Nifty Next 50 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is more suitable for investors who can handle High Risk exposure and are comfortable with a volatile path. The 3-year return has been strong relative to the benchmark, but the latest 1-month and 3-month numbers show that near-term drawdowns can still happen.<\/p>\n<p>A longer investment horizon is important here. The return pattern suggests this is not a smooth, low-variation holding, so short-term expectations may be disappointed even when the broader multi-year picture looks better.<\/p>\n<p>The main trade-off is straightforward: you are accepting more fluctuation in exchange for exposure that has beaten the benchmark on the available longer comparison. That makes the fund more relevant for investors who can wait through uneven stretches and do not need the portfolio to behave defensively.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Axis_Nifty_Next_50_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Axis Nifty Next 50 Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b917.4924 as of 16 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund&#8217;s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund&#8217;s 1-year return is 2.72%, its 3-year return is 15.71%, and its 5-year return is not available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_against_its_benchmark\"><\/span>How has the fund performed against its benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has done better than the benchmark over the available 1-year and 3-year comparisons. The benchmark return is -7.76% for 1 year and 5.74% for 3 years.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_the_fund_compare_with_the_peer_funds_shown_here\"><\/span>How does the fund compare with the peer funds shown here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund&#8217;s return is lower than several peer funds on the 1-year comparison, and its 3-year return is also below the stronger peer figures that have long-run data available. At the same time, it still has outperformed the benchmark over the available longer comparison.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Is_there_a_minimum_SIP_amount\"><\/span>Is there a minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Yes, the minimum SIP amount is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_risk_level_portfolio_focus_and_exit_load\"><\/span>What are the risk level, portfolio focus and exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is in the High Risk category. Its largest holding is Divi&#8217;S Laboratories Limited at 4.74%, and there is no exit load.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Axis Nifty Next 50 Index Fund Direct Growth Plan has shown a stronger 3-year return profile than its benchmark, but its recent 1-month and 3-month numbers show that the ride can still be uneven. Against peers with available figures, the return picture is less impressive, especially on the 1-year comparison. The portfolio is spread across 50 holdings, with the largest names carrying moderate but meaningful weight, so the fund is not reliant on a single position. It fits investors who can accept High Risk exposure and hold patiently through volatility.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 17 September 2026 at 1:11 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Axis Nifty Next 50 Index Fund Direct Growth Plan\",\"identifier\":\"axis-nifty-next-50-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"28 Jan 2022\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":17.4924,\"valueReference\":\"as of 16 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"548 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.15\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":2.72},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":15.71},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Nandik Mallik, Rohit Gautam\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Axis Nifty Next 50 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b917.4924 as of 16 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund's 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund's 1-year return is 2.72%, its 3-year return is 15.71%, and its 5-year return is not available.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed against its benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than the benchmark over the available 1-year and 3-year comparisons. The benchmark return is -7.76% for 1 year and 5.74% for 3 years.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the peer funds shown here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund's return is lower than several peer funds on the 1-year comparison, and its 3-year return is also below the stronger peer figures that have long-run data available. At the same time, it still has outperformed the benchmark over the available longer comparison.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes, the minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"What are the risk level, portfolio focus and exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is in the High Risk category. Its largest holding is Divi'S Laboratories Limited at 4.74%, and there is no exit load.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Axis Nifty Next 50 Index Fund Direct Growth Plan has a \u20b917.4924 NAV as of 16 Sep 2026, \u20b9548 Cr AUM, 2.72% 1Y return and 15.71% 3Y return.<\/p>\n","protected":false},"author":38,"featured_media":252790,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-252791","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["252790"],"rank_math_title":["Axis Nifty Next 50 Index Fund Review 2026"],"rank_math_description":["Axis Nifty Next 50 Index Fund Direct Growth Plan has a \u20b917.4924 NAV and 2.72% 1Y return as of 16 Sep 2026."],"rank_math_focus_keyword":["Axis Nifty Next 50 Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Axis_Nifty_Next_50_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/252791","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=252791"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/252791\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/252790"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=252791"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=252791"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=252791"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}