All funds
Axis Mutual Fund · Index Funds
Axis Nifty500 Value 50 Index Fund - Direct Plan - Growth Option
₹11.7742NAV 2026-05-22
Direct PlanGrowthSince 2024-10-301.5y historyAUM ₹85 CrINF846K013Y8
NAV History
2024-10-30 → 2026-05-22
+17.42%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
-1.2%
-0.1%
+10.0%
+21.2%
-
-
-
Risk Metrics
Sharpe
0.29
Sortino
0.39
Max DD
-18.1%
Volatility
+18.7%
Best Year
+16.6%
Worst Year
-5.8%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
₹85 Cr
AUM as of
2026-03-31
Volatility (annualised)
+18.7%
Max drawdown
-18.1%
Sharpe ratio
0.29
Sortino ratio
0.39
Calmar ratio
-
Positive months
60%
Best year
+16.6%
Worst year
-5.8%
Peers — Index Funds
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option
Axis Mutual Fund
+25.0%
3Y
₹431 Cr
AUM
0.53
Sharpe
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Direct Growth
Aditya Birla Sun Life Mutual Fund
+25.0%
3Y
₹182 Cr
AUM
0.50
Sharpe
Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth Option
Axis Mutual Fund
+23.7%
3Y
₹486 Cr
AUM
0.76
Sharpe
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth
Aditya Birla Sun Life Mutual Fund
+22.8%
3Y
₹303 Cr
AUM
0.77
Sharpe
Axis Nifty Next 50 Index Fund - Direct Plan - Growth
Axis Mutual Fund
+20.0%
3Y
₹348 Cr
AUM
0.40
Sharpe
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth
Aditya Birla Sun Life Mutual Fund
+19.8%
3Y
₹140 Cr
AUM
0.46
Sharpe
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Direct Growth
Aditya Birla Sun Life Mutual Fund
+16.0%
3Y
₹172 Cr
AUM
0.51
Sharpe
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN
Bandhan Mutual Fund
+14.9%
3Y
₹38 Cr
AUM
0.36
Sharpe
Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.