Axis Nifty Midcap 50 Index Fund · Regular · Growth
NAV
₹21.3298
as of 31 Jul 2026
Expense Ratio
1.01%
AUM
₹661 Cr
Lumpsum returns (CAGR)
- 1Y
- +11.08%
- 3Y
- +18.06%
- 5Y
- —
- Since Inception
- +19.06%
SIP returns (XIRR)
- 1Y
- +14.51%
- 3Y
- +13.07%
- 5Y
- —
- Since Inception
- +18.03%
What history actually did — last 4 years (Aug 2022 – Jul 2026)
A ₹5,000 monthly SIP for the last 4 years (Aug 2022 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹3,24,417 today — ₹2,35,000 invested, 16.8% XIRR.
₹2,35,000
Invested
₹3,24,417
Value today
16.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Aug 2022 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹2,11,477 today (20.6% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Aug 2022 – Jul 2026) (3 Jun 2024) would be ₹1,19,997 today (1.20×).
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, annualised0.75
Sharpe Ratio
—
Alpha
—
Beta
0.75
Sortino
17.23%
Std Dev
-14.64%
Max Drawdown
Performance Comparison
Thinking about Axis Nifty Midcap 50 Index Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Investment Objective
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 ₹661 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MIDCAP 50 INDEX TRI. The current expense ratio is 1.01%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations