Axis Nifty Midcap 50 Index Fund · Regular · Growth
NAV
₹20.0386
as of 30 Sept 2026
Expense Ratio
1.10%
AUM
₹666 Cr
Lumpsum returns (CAGR)
- 1Y
- +6.25%
- 3Y
- +12.94%
- 5Y
- —
- Since Inception
- +16.67%
SIP returns (XIRR)
- 1Y
- +0.29%
- 3Y
- +6.81%
- 5Y
- —
- Since Inception
- +13.99%
What history actually did — last 4 years (Oct 2022 – Sept 2026)
A ₹5,000 monthly SIP for the last 4 years (Oct 2022 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹2,95,012 today — ₹2,35,000 invested, 11.8% XIRR.
₹2,35,000
Invested
₹2,95,012
Value today
11.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Oct 2022 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹2,01,640 today (19.2% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Oct 2022 – Sept 2026) (3 Jun 2024) would be ₹1,12,733 today (1.13×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.11
Sharpe Ratio
—
Alpha
—
Beta
0.10
Sortino
15.99%
Std Dev
-14.64%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks13.25%
- Pharmaceuticals & Biotechnology9.89%
- Capital Markets9.34%
- IT - Software6.85%
- Electrical Equipment6.22%
- Retailing5.83%
- Financial Technology (Fintech)5.80%
- Industrial Products4.81%
- Consumer Durables3.92%
- Realty3.81%
- Auto Components3.63%
- Insurance3.37%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
What this fund does
Axis Nifty Midcap 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Axis Nifty Midcap 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Axis Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹666 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MIDCAP 50 INDEX TRI. The current expense ratio is 1.10%.
Who Should Invest?
- •Cost-conscious investors who prefer passive investing with low expense ratios