Index Fundregulargrowth
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.86%
1 Month-10.74%
3 Months-12.28%
6 Months-6.28%
1 Year+2.41%
3 Years (CAGR)+20.12%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2022)+15.28%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-11.48%
3 Year SIP+5.76%
5 Year SIP—
Since Inception (Mar 2022)+11.20%
Fund Details
Fund HouseAxis Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹608 Cr
Expense Ratio1.01%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date31 Mar 2022
AMFI Code149938
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 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 Plan - Growth Option is a Index Fund mutual fund offered by Axis Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹608 Cr, reflecting investor confidence in the fund's strategy. 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