Axis Nifty Midcap 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-12-2024
NAV ₹18.85(R) -2.7% ₹19.23(D) -2.7%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 25.55% -% -% -% -%
LumpSum (D) 26.43% -% -% -% -%
SIP (R) -33.88% -% -% -% -%
SIP (D) -33.33% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Index Funds
Fund Name Rank Rating
Motilal Oswal Nifty Smallcap 250 Index Fund 1
ICICI Prudential Nifty Smallcap 250 Index Fund 2
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 3
Nippon India Nifty Smallcap 250 Index Fund 4
Motilal Oswal Nifty Midcap 150 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Nippon India Nifty 50 Value 20 Index Fund 7
Dsp Nifty Next 50 Index Fund 8
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 9
Kotak Nifty Next 50 Index Fund 10
Icici Prudential Nifty Next 50 Index Fund 11

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option 18.85
-0.5200
-2.7000%
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 18.85
-0.5200
-2.7000%
Axis Nifty Midcap 50 Index Fund - Direct Plan - IDCW Option 19.23
-0.5300
-2.7000%
Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth Option 19.23
-0.5300
-2.7000%

Review Date: 20-12-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated four return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined below.
    1. Top 25%: One return parameter of the AXIS Nifty Midcap 50 Index Fund is in the top 25% in the category, as listed below:
      • 1M Return %
    2. Above Average Below the Top 25%: Three return parameters of the AXIS Nifty Midcap 50 Index Fund are above average but below the top 25% in the category, as shown below:
      • 3M Return %
      • 6M Return %
      • 1Y Return %
    3. Below Average: AXIS Nifty Midcap 50 Index Fund has no return parameters that are below average in the category.
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For AXIS Nifty Midcap 50 Index Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: AXIS Nifty Midcap 50 Index Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: AXIS Nifty Midcap 50 Index Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: AXIS Nifty Midcap 50 Index Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For AXIS Nifty Midcap 50 Index Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 4.61
2.28
-2.55 | 9.59 22 | 145 Very Good
3M Return % -5.50
-6.03
-14.59 | 4.05 51 | 143 Good
6M Return % 1.36
1.16
-10.55 | 25.65 50 | 140 Good
1Y Return % 25.55
19.82
6.86 | 39.20 43 | 122 Good
1Y SIP Return % -33.88
-34.96
-40.33 | -22.25 28 | 77 Good
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 4.68 2.32 -2.50 | 9.66 22 | 147
3M Return % -5.32 -5.93 -14.49 | 4.22 51 | 145
6M Return % 1.75 1.43 -10.29 | 26.07 51 | 142
1Y Return % 26.43 20.39 7.47 | 40.11 43 | 123
1Y SIP Return % -33.33 -35.21 -40.33 | -21.70 27 | 87
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -2.70 ₹ 9,730.00 -2.70 ₹ 9,730.00
1W -3.51 ₹ 9,649.00 -3.49 ₹ 9,651.00
1M 4.61 ₹ 10,461.00 4.68 ₹ 10,468.00
3M -5.50 ₹ 9,450.00 -5.32 ₹ 9,468.00
6M 1.36 ₹ 10,136.00 1.75 ₹ 10,175.00
1Y 25.55 ₹ 12,555.00 26.43 ₹ 12,643.00
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -33.88 ₹ 9,660.79 -33.33 ₹ 9,701.28
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Axis Nifty Midcap 50 Index Fund NAV Regular Growth Axis Nifty Midcap 50 Index Fund NAV Direct Growth
20-12-2024 18.8543 19.2346
19-12-2024 19.3781 19.7686
18-12-2024 19.4481 19.8396
17-12-2024 19.5773 19.971
16-12-2024 19.6759 20.0711
13-12-2024 19.5396 19.9308
12-12-2024 19.5491 19.9401
11-12-2024 19.6361 20.0285
10-12-2024 19.5735 19.9641
09-12-2024 19.486 19.8745
06-12-2024 19.3836 19.7687
05-12-2024 19.3237 19.7072
04-12-2024 19.261 19.6429
03-12-2024 19.0696 19.4473
02-12-2024 18.9129 19.2871
29-11-2024 18.6464 19.0141
28-11-2024 18.6047 18.9712
27-11-2024 18.6865 19.0542
26-11-2024 18.5747 18.9398
25-11-2024 18.5377 18.9017
22-11-2024 18.2427 18.5997
21-11-2024 18.0228 18.3752

Fund Launch Date: 28/Mar/2022
Fund Category: Index Funds
Investment Objective: 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.
Fund Description: An Open Ended Index Fund tracking the NIFTY MIDCAP 50 Index
Fund Benchmark: Nifty Midcap 50 Index TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.