Axis Nifty Midcap 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-01-2025
NAV ₹18.15(R) +1.04% ₹18.53(D) +1.04%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 12.82% -% -% -% -%
LumpSum (D) 13.61% -% -% -% -%
SIP (R) -26.16% -% -% -% -%
SIP (D) -25.53% -% -% -% -%
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
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 1
Motilal Oswal Nifty Midcap 150 Index Fund 2
Nippon India Nifty Midcap 150 Index Fund 3
Motilal Oswal Nifty Smallcap 250 Index Fund 4
ICICI Prudential Nifty Smallcap 250 Index Fund 5
ICICI Prudential Nifty Midcap 150 Index Fund 6
Nippon India Nifty Smallcap 250 Index Fund 7
Edelweiss Nifty Large Mid Cap 250 Index Fund 8
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 9
Nippon India Nifty 50 Value 20 Index Fund 10
Motilal Oswal S&P 500 Index Fund 11
Kotak Nifty Next 50 Index Fund 12

NAV Date: 20-01-2025

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option 18.15
0.1900
1.0400%
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 18.15
0.1900
1.0400%
Axis Nifty Midcap 50 Index Fund - Direct Plan - IDCW Option 18.53
0.1900
1.0400%
Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth Option 18.53
0.1900
1.0400%

Review Date: 20-01-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed four return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: Two 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 %
      • 1Y Return %
    3. Below Average: AXIS Nifty Midcap 50 Index Fund has two return parameters that are below average in the category, which are listed below:
      • 1M Return %
      • 6M Return %
  2. Risk: The threat of not realizing projected profits or even facing financial loss due to different issues is known as risk. 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 % -3.74
-2.42
-10.92 | 2.86 103 | 143 Average
3M Return % -5.37
-5.49
-15.37 | 5.33 56 | 143 Good
6M Return % -3.97
-3.83
-15.42 | 11.73 54 | 141 Good
1Y Return % 12.82
11.83
5.57 | 28.62 45 | 122 Good
1Y SIP Return % -26.16
-27.28
-38.16 | -13.96 48 | 120 Good
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.67 -2.38 -10.87 | 2.90 105 | 145
3M Return % -5.18 -5.38 -15.25 | 5.47 55 | 145
6M Return % -3.60 -3.61 -15.10 | 12.11 54 | 143
1Y Return % 13.61 12.35 6.06 | 29.29 43 | 123
1Y SIP Return % -25.53 -26.90 -37.69 | -13.33 48 | 121
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 1.04 ₹ 10,104.00 1.04 ₹ 10,104.00
1W 4.40 ₹ 10,440.00 4.41 ₹ 10,441.00
1M -3.74 ₹ 9,626.00 -3.67 ₹ 9,633.00
3M -5.37 ₹ 9,463.00 -5.18 ₹ 9,482.00
6M -3.97 ₹ 9,603.00 -3.60 ₹ 9,640.00
1Y 12.82 ₹ 11,282.00 13.61 ₹ 11,361.00
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 -26.16 ₹ 10,218.47 -25.53 ₹ 10,263.08
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
20-01-2025 18.1496 18.5279
17-01-2025 17.9632 18.3364
16-01-2025 17.9541 18.3267
15-01-2025 17.8445 18.2144
14-01-2025 17.764 18.1319
13-01-2025 17.385 17.7447
10-01-2025 18.1165 18.4902
09-01-2025 18.4819 18.8627
08-01-2025 18.6215 19.0048
07-01-2025 18.8301 19.2172
06-01-2025 18.689 19.0728
03-01-2025 19.2022 19.5953
02-01-2025 19.2739 19.6681
01-01-2025 19.0496 19.4388
31-12-2024 18.9579 19.3448
30-12-2024 19.0251 19.413
27-12-2024 18.8959 19.28
26-12-2024 18.9481 19.3327
24-12-2024 18.9061 19.2891
23-12-2024 18.9403 19.3236
20-12-2024 18.8543 19.2346

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.