Axis Nifty Midcap 50 Index Fund Regular Growth

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Index Funds
Index Funds
Rating N.A.
Plan

20.14 +0.02 (0.12%) NAV as on 14 Jan, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)583.71
CAGR 13.35%
Exit Load0.25%
Expense ratio1.02%
CategoryIndex Funds
Min Investment100
Min SIP100
Launch Date2022-03-28

Asset Allocation

Holdings As On - 15 January 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

BSE
31.60
5.62%

Hero Motocorp
21.37
3.80%

Persistent Systems
18.14
3.22%

Suzlon Energy
17.44
3.10%

Coforge
16.98
3.02%

Federal Bank
16.87
3.00%

PB Fintech
16.32
2.90%

Cummins India
16.11
2.86%

Indusind Bank
15.05
2.67%

Peer Comparison

Fund Name
Axis Nifty Midcap 50 Index Fund Regular Growth13.35%
ICICI Prudential Nifty Smallcap 250 Index Fund Regular Growth-0.18%
ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth1.95%
UTI BSE Low Volatility Index Fund Regular Growth9.04%
ICICI Prudential Nifty IT Index Fund Regular Growth-11.65%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio1.03
Std Deviation 16.45%
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 583.71 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 1.02%. 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 top holdings of the fund include BSE, Hero Motocorp, Persistent Systems & Suzlon Energy.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Investment Services & Construction Services.

Some of the similar funds are Axis Nifty Midcap 50 Index Fund Regular Growth, ICICI Prudential Nifty Smallcap 250 Index Fund Regular Growth, ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth, UTI BSE Low Volatility Index Fund Regular Growth, ICICI Prudential Nifty IT Index Fund Regular Growth. Axis Nifty Midcap 50 Index Fund Regular Growth has a sharpe ratio of 1.03 & a standard deviation of 16.45%.