Axis Nifty Midcap 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Low Risk
Rating:
Key Metrics
Aum
₹700.89 Cr
Expense Ratio
1.09%
Exit Load
0.25%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
28 Mar 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.76% | -- |
| 3 Months | +7.21% | -- |
| 6 Months | +8.16% | -- |
| 1 Year | +14.35% | +14.35% |
| 2 Years | -- | +6.46% |
| 3 Years | +66.65% | +18.56% |
| 5 Years | -- | 0% |
| Since Launch | +116.67% | +19.32% |
Holdings as on 16 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| BSE | 47.20 | 6.41 |
| Federal Bank | 28.02 | 3.81 |
| Laurus Labs | 22.39 | 3.04 |
| Hero Motocorp | 22.15 | 3.01 |
| Multi Commodity Exchange Of India | 21.76 | 2.96 |
| Indusind Bank | 21.13 | 2.87 |
| Persistent Systems | 19.10 | 2.60 |
| Coforge | 18.98 | 2.58 |
| Bharat Heavy Electricals | 18.80 | 2.55 |
| AU Small Finance Bank | 18.79 | 2.55 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.65
Sharpe Ratio
18.40%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Axis Nifty Smallcap 50 Index Fund Regular Growth | +15.92% | +21.81% | -- |
| Axis Nifty Midcap 50 Index Fund Regular Growth | +14.35% | +18.56% | -- |
| Motilal Oswal Nifty Bank Index Fund Regular Growth | +3.99% | +8.98% | +9.54% |
| HDFC Nifty Smallcap 250 Index Fund Regular Growth | +9.37% | +16.68% | -- |
| Franklin India NSE Nifty 50 Index Fund Growth | -0.35% | +8.54% | +8.65% |
Results are calculated on CAGR basis
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 700.89 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 1.09%. The minimum investment in Axis Nifty Midcap 50 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include BSE, Federal Bank, Laurus Labs, Hero Motocorp.
The major sectors where the fund is invested are Regional Banks, Investment Services, Software & Programming, Biotechnology & Drugs.
Some of the similar funds are Axis Nifty Smallcap 50 Index Fund Regular Growth, Axis Nifty Midcap 50 Index Fund Regular Growth, Motilal Oswal Nifty Bank Index Fund Regular Growth, HDFC Nifty Smallcap 250 Index Fund Regular Growth, Franklin India NSE Nifty 50 Index Fund Growth. Axis Nifty Midcap 50 Index Fund Regular Growth has a sharpe ratio of 0.65 & a standard deviation of 18.40%.
FAQs
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 Nandik Malik,Rohit Gautam.
The expense ratio of Axis Nifty Midcap 50 Index Fund Regular Growth is 1.09%.
The 5 year annualized return on Axis Nifty Midcap 50 Index Fund Regular Growth is 0.00% & it has generated 14.35% 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 700.89 crores.
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