Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Category: Index Fund
Launch Date: 05-03-2022
Asset Class:
Benchmark: NIFTY Midcap 50 TRI
Expense Ratio: 1.03% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 476.99 Cr As on (30-06-2025)
Turn over: -
NAV as on 16-07-2025

19.8671

-0.01 (-0.0478%)

CAGR Since Inception

23.13%

NIFTY Midcap 50 TRI 15.41%

PERFORMANCE of Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 16-07-2025

Yearly Performance (%)

Fund Managers

Mr. Karthik Kumar

Investment Objective

To provide returns before expenses that closely corresponds to the total returns of the NIFTY MIDCAP 50 subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.

RETURNS CALCULATOR for Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 19.31 - -
Index Fund - - - - - -

PEER COMPARISION of Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Period
Data as on - 16-07-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 05-03-2022 3.58 26.22 28.46 0.0 0.0
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth 26-04-2024 19.93 0.0 0.0 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 19.39 0.0 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 15.1 23.63 26.54 0.0 0.0
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 13.36 19.92 20.81 17.05 0.0
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 13.13 0.0 0.0 0.0 0.0
Invesco India Nifty G-sec Sep 2032 Index Fund - Regular - Growth 27-03-2023 10.77 9.23 0.0 0.0 0.0
HDFC Nifty G-Sec Sep 2032 Index Fund - Growth Option 09-12-2022 10.75 9.16 0.0 0.0 0.0
HDFC Nifty G-Sec July 2031 Index Fund - Growth Option 10-11-2022 10.7 9.13 0.0 0.0 0.0
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 10.69 21.3 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Asset Allocation (%)