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Business News/Market/Market Stats/    Axis Nifty Midcap 50 Index Fund Regular Growth

Axis Nifty Midcap 50 Index Fund Regular Growth

+
  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
14.76 +0.16 (1.08%) NAV as on 01 Dec, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)105.68
  • CAGR 37.06%
  • Exit Load0.25%
  • Expense ratio0.98%
  • CategoryIndex Funds
  • Min Investment100
  • Min SIP1000
  • Launch Date2022-03-28

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 05 December 2023

  • Name
  • Value (Cr)
  • Holding %
  • REC
  • 2.96
  • 2.80%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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.

 

The Axis Nifty Midcap 50 Index Fund Regular Growth has an AUM of 105.68 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.98%. The minimum investment in Axis Nifty Midcap 50 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Shriram Finance, Trent, Indian Hotels Company & Au Small Finance Bank.

 

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Biotechnology & Drugs & Software & Programming.

 

Some of the similar funds are Kotak Nifty Next 50 Index Fund Regular Growth, HDFC Nifty 100 Index Fund Regular Growth, Axis Nifty Midcap 50 Index Fund Regular Growth, Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth, Axis Nifty Next 50 Index Fund Regular Growth. Axis Nifty Midcap 50 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Axis Nifty Midcap 50 Index Fund Regular Growth

According to the morning star rating Axis Nifty Midcap 50 Index Fund Regular Growth has a Medium risk & Exceptional return.
Axis Nifty Midcap 50 Index Fund Regular Growth is managed by Shreyash Devalkar,Karthik Kumar.
The expense ratio of Axis Nifty Midcap 50 Index Fund Regular Growth is 0.98%.
The 5 year annualized return on Axis Nifty Midcap 50 Index Fund Regular Growth is 0.00% & it has generated 37.06% in the last 1 year.
The minimum investment in Axis Nifty Midcap 50 Index Fund Regular Growth is 100 Rs.
Axis Nifty Midcap 50 Index Fund Regular Growth has an AUM of 105.68 crores.
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