Axis Nifty Midcap 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 19-11-2024
NAV ₹18.04(R) +0.71% ₹18.4(D) +0.71%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 26.51% -% -% -% -%
LumpSum (D) 27.39% -% -% -% -%
SIP (R) -5.43% -% -% -% -%
SIP (D) -4.71% -% -% -% -%
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
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 2
Nippon India Nifty Smallcap 250 Index Fund 3
Nippon India Nifty 50 Value 20 Index Fund 4
Motilal Oswal Nifty Midcap 150 Index Fund 5
Dsp Nifty Next 50 Index Fund 6
Nippon India Nifty Midcap 150 Index Fund 7
Kotak Nifty Next 50 Index Fund 8
motilal oswal nifty next 50 index fund 9
Icici Prudential Nifty Next 50 Index Fund 10

NAV Date: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option 18.04
0.1300
0.7100%
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 18.04
0.1300
0.7100%
Axis Nifty Midcap 50 Index Fund - Direct Plan - IDCW Option 18.4
0.1300
0.7100%
Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth Option 18.4
0.1300
0.7100%

Review Date: 19-11-2024

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%: One return parameter of the AXIS Nifty Midcap 50 Index Fund is above average but below the top 25% in the category, as shown below:
      • 1Y Return %
    3. Below Average: AXIS Nifty Midcap 50 Index Fund has three return parameters that are below average in the category, which are listed below:
      • 6M Return %
      • 1M Return %
      • 3M 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 % -5.91
-4.65
-8.56 | 1.96 92 | 145 Average
3M Return % -6.80
-3.98
-14.58 | 6.08 112 | 144 Poor
6M Return % 3.57
4.44
-5.05 | 26.10 97 | 138 Average
1Y Return % 26.51
24.74
7.35 | 44.92 52 | 122 Good
1Y SIP Return % -5.43
-8.15
-38.78 | 10.23 48 | 120 Good
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.86 -4.61 -8.51 | 1.99 93 | 147
3M Return % -6.61 -3.87 -14.42 | 6.22 114 | 146
6M Return % 3.96 4.72 -4.84 | 26.52 95 | 140
1Y Return % 27.39 25.33 7.50 | 45.38 52 | 123
1Y SIP Return % -4.71 -7.67 -38.48 | 10.82 49 | 121
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.71 ₹ 10,071.00 0.71 ₹ 10,071.00
1W -1.02 ₹ 9,898.00 -1.00 ₹ 9,900.00
1M -5.91 ₹ 9,409.00 -5.86 ₹ 9,414.00
3M -6.80 ₹ 9,320.00 -6.61 ₹ 9,339.00
6M 3.57 ₹ 10,357.00 3.96 ₹ 10,396.00
1Y 26.51 ₹ 12,651.00 27.39 ₹ 12,739.00
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 -5.43 ₹ 11,642.93 -4.71 ₹ 11,690.89
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
19-11-2024 18.0446 18.3966
18-11-2024 17.917 18.2661
14-11-2024 17.8822 18.2291
13-11-2024 17.785 18.1296
12-11-2024 18.2298 18.5827
11-11-2024 18.4528 18.8096
08-11-2024 18.6057 18.9642
07-11-2024 18.8427 19.2054
06-11-2024 18.9639 19.3285
05-11-2024 18.5317 18.8876
04-11-2024 18.4323 18.7858
31-10-2024 18.469 18.8217
30-10-2024 18.5971 18.9519
29-10-2024 18.6325 18.9876
28-10-2024 18.4758 18.8274
25-10-2024 18.3293 18.677
24-10-2024 18.6102 18.9628
23-10-2024 18.737 19.0916
22-10-2024 18.7097 19.0634
21-10-2024 19.1788 19.5409

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.