Axis Nifty Midcap 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 23
Rating
Growth Option 11-06-2026
NAV ₹19.86(R) -0.82% ₹20.49(D) -0.82%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 0.5% 19.55% -% -% -%
Direct 1.27% 20.43% -% -% -%
Benchmark
SIP (XIRR) Regular 1.12% 9.62% -% -% -%
Direct 1.89% 10.46% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.75 0.35 0.67 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.99% -28.93% -19.99% - 13.87%
Fund AUM As on: 30/12/2025 538 Cr
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NAV Date: 11-06-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option 19.86
-0.1600
-0.8200%
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 19.86
-0.1700
-0.8200%
Axis Nifty Midcap 50 Index Fund - Direct Plan - IDCW Option 20.49
-0.1700
-0.8200%
Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth Option 20.49
-0.1700
-0.8200%

Review Date: 11-06-2026

Beginning of Analysis

AXIS Nifty Midcap 50 Index Fund is the 6th ranked fund in the Index Funds category. The category has total 90 funds. The 5 star rating shows an excellent past performance of the AXIS Nifty Midcap 50 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.75 which is higher than the category average of 0.63.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

AXIS Nifty Midcap 50 Index Fund Return Analysis

  • The fund has given a return of -3.48%, 5.38 and -1.29 in last one, three and six months respectively. In the same period the category average return was -2.61%, 1.39% and -3.89% respectively.
  • AXIS Nifty Midcap 50 Index Fund has given a return of 1.27% in last one year. In the same period the Index Funds category average return was -2.95%.
  • The fund has given a return of 20.43% in last three years and ranked 10.0th out of one hundred and nine funds in the category. In the same period the Index Funds category average return was 12.89%.
  • The fund has given a SIP return of 1.89% in last one year whereas category average SIP return is -4.36%. The fund one year return rank in the category is 43rd in 212 funds
  • The fund has SIP return of 10.46% in last three years and ranks 7th in 105 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (36.38%) in the category in last three years.

AXIS Nifty Midcap 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 17.99 and semi deviation of 13.87. The category average standard deviation is 13.58 and semi deviation is 10.42.
  • The fund has a Value at Risk (VaR) of -28.93 and a maximum drawdown of -19.99. The category average VaR is -21.49 and the maximum drawdown is -16.43.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -3.55
    -2.68
    		-12.82 | 2.98 178 | 240 Average
    3M Return % 5.18
    1.24
    		-6.64 | 22.62 29 | 240 Very Good
    6M Return % -1.66
    -4.19
    		-26.63 | 21.10 101 | 238 Good
    1Y Return % 0.50
    -3.46
    		-28.85 | 49.87 42 | 216 Very Good
    3Y Return % 19.55
    12.37
    		0.12 | 31.75 10 | 109 Very Good
    1Y SIP Return % 1.12
    -4.83
    		-33.44 | 53.11 45 | 211 Very Good
    3Y SIP Return % 9.62
    4.89
    		-13.75 | 35.76 7 | 104 Very Good
    Standard Deviation 17.99
    13.58
    		0.49 | 22.47 76 | 102 Average
    Semi Deviation 13.87
    10.42
    		0.33 | 16.92 76 | 102 Average
    Max Drawdown % -19.99
    -16.43
    		-31.62 | 0.00 62 | 102 Average
    VaR 1 Y % -28.93
    -21.49
    		-38.54 | 0.00 73 | 102 Average
    Average Drawdown % -8.16
    -7.11
    		-14.55 | 0.00 61 | 102 Average
    Sharpe Ratio 0.75
    0.63
    		-0.17 | 2.35 23 | 102 Very Good
    Sterling Ratio 0.67
    0.50
    		0.04 | 1.20 22 | 102 Very Good
    Sortino Ratio 0.35
    0.36
    		-0.02 | 1.97 23 | 102 Very Good
    Return data last Updated On : June 11, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -3.48 -2.61 -12.79 | 3.02 184 | 248 Average
    3M Return % 5.38 1.39 -6.52 | 22.79 30 | 248 Very Good
    6M Return % -1.29 -3.89 -26.40 | 21.41 104 | 245 Good
    1Y Return % 1.27 -2.95 -28.47 | 50.61 41 | 217 Very Good
    3Y Return % 20.43 12.89 0.63 | 32.35 10 | 109 Very Good
    1Y SIP Return % 1.89 -4.36 -33.00 | 53.87 43 | 212 Very Good
    3Y SIP Return % 10.46 5.28 -13.26 | 36.38 7 | 105 Very Good
    Standard Deviation 17.99 13.58 0.49 | 22.47 76 | 102 Average
    Semi Deviation 13.87 10.42 0.33 | 16.92 76 | 102 Average
    Max Drawdown % -19.99 -16.43 -31.62 | 0.00 62 | 102 Average
    VaR 1 Y % -28.93 -21.49 -38.54 | 0.00 73 | 102 Average
    Average Drawdown % -8.16 -7.11 -14.55 | 0.00 61 | 102 Average
    Sharpe Ratio 0.75 0.63 -0.17 | 2.35 23 | 102 Very Good
    Sterling Ratio 0.67 0.50 0.04 | 1.20 22 | 102 Very Good
    Sortino Ratio 0.35 0.36 -0.02 | 1.97 23 | 102 Very Good
    Return data last Updated On : June 11, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

    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.


    Date Axis Nifty Midcap 50 Index Fund NAV Regular Growth Axis Nifty Midcap 50 Index Fund NAV Direct Growth
    11-06-2026 19.8625 20.4921
    10-06-2026 20.0276 20.6619
    09-06-2026 20.3141 20.9571
    08-06-2026 20.0688 20.7035
    05-06-2026 20.2586 20.8979
    04-06-2026 20.3366 20.978
    03-06-2026 20.2499 20.8881
    02-06-2026 20.3579 20.999
    01-06-2026 20.349 20.9893
    29-05-2026 20.5966 21.2434
    27-05-2026 20.9076 21.5632
    26-05-2026 20.892 21.5466
    25-05-2026 20.7859 21.4367
    22-05-2026 20.5848 21.2279
    21-05-2026 20.5555 21.1972
    20-05-2026 20.61 21.2529
    19-05-2026 20.5092 21.1485
    18-05-2026 20.3303 20.9636
    15-05-2026 20.3459 20.9783
    14-05-2026 20.4457 21.0807
    13-05-2026 20.2104 20.8377
    12-05-2026 20.0916 20.7148
    11-05-2026 20.5927 21.231

    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.