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Axis Nifty 100 Index Fund - Direct Plan - Growth Option

Axis Mutual Fund · Index & ETF · mandate: passive replication of the stated index · tracks: Nifty 100
AUM (all plans)
1,973 cr
TER direct / regular
0.25% / 0.96%
Tracks (from name)
Nifty 100
Tracking diff 1Y
-0.01pp
Tracking diff 3Y /yr
0.02pp
CAGR (full)
11.5%
Sharpe (full)
0.42
Sharpe (bull ≤Sep-24)
2.65
Sharpe (sideways Oct-24→)
-0.45
Max drawdown
-27.9%
Months of data
82
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2019202020212022202320242025202673153234Fund (NAV=100)Risk-free 6%/yrCategory median (Index Funds)

Drawdown

20192020202120222023202420252026-28-140Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2220.3%1.0%1.1012
FY23-1.7%-4.0%-0.4212
FY2434.4%9.3%2.2612
FY255.8%-3.8%0.0512
FY26-4.1%0.1%-0.6112
FY27*11.6%0.2%1.575
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019+1.2+0.7+1.9
2020-1.4-6.2-22.0+14.0-2.6+7.5+7.0+2.6-1.1+3.3+11.4+7.7+15.8
2021-2.4+6.7+0.9-0.1+6.9+1.2+0.7+8.4+2.7+0.3-3.4+2.0+25.9
2022-0.4-2.9+3.8-1.1-3.6-4.8+9.4+4.3-3.7+4.7+3.7-3.5+4.8
2023-3.6-2.9+0.6+4.2+3.2+3.7+3.1-2.2+1.9-2.7+6.2+8.5+21.0
2024+0.6+2.3+1.7+2.2+0.6+6.5+4.1+1.1+2.3-6.7+0.0-2.2+12.6
2025-1.7-6.4+7.0+3.3+2.2+3.4-2.8-1.3+1.2+4.3+1.4-0.2+10.0
2026-2.9+0.0-11.6+8.8-1.0+1.5+2.5-0.4-4.3

Quarterly average AUM & estimated net flows

201920202021202220232024202520263071,1572,007AUM (quarter avg), ₹cr
-168236
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.