Axis Nifty Midcap 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 8
Rating
Growth Option 09-09-2026
NAV ₹21.18(R) -0.55% ₹21.9(D) -0.55%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 10.36% 14.64% -% -% -%
Direct 11.22% 15.49% -% -% -%
Benchmark
SIP (XIRR) Regular 10.35% 10.74% -% -% -%
Direct 11.21% 11.59% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.69 0.34 0.64 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
18.61% -28.93% -19.99% - 13.82%
Fund AUM As on: 30/12/2025 538 Cr
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Axis CRISIL IBX SDL May 2027 Index Fund 10
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Mirae Asset Nifty SDL Jun 2027 Index Fund 15
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Kotak Nifty SDL Apr 2027 Top 12 Eq Wt Index Fund 17
Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund 18
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Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund 20
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Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund 22
ICICI Prudential Nifty SDL Sep 2027 Index Fund 23

NAV Date: 09-09-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option 21.18
-0.1200
-0.5500%
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 21.18
-0.1200
-0.5500%
Axis Nifty Midcap 50 Index Fund - Direct Plan - IDCW Option 21.9
-0.1200
-0.5500%
Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth Option 21.9
-0.1200
-0.5500%

Review Date: 09-09-2026

Beginning of Analysis

AXIS Nifty Midcap 50 Index Fund is the 6th ranked fund in the Index Funds category. The category has total 0 funds. The AXIS Nifty Midcap 50 Index Fund has shown an excellent past performence in Index Funds. The fund has a Sharpe Ratio of 0.69 which is higher than the category average of 0.56.
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.
Mid Cap Index Mutual Funds

AXIS Nifty Midcap 50 Index Fund Return Analysis

  • The fund has given a return of -1.65%, 4.49 and 12.52 in last one, three and six months respectively. In the same period the category average return was -2.01%, 3.42% and 10.49% respectively.
  • AXIS Nifty Midcap 50 Index Fund has given a return of 11.22% in last one year. In the same period the Mid Cap Index Mutual Funds category average return was 7.13%.
  • The fund has given a return of 15.49% in last three years and ranked 1.0st out of eleven funds in the category. In the same period the Mid Cap Index Mutual Funds category average return was 13.07%.
  • The fund has given a SIP return of 11.21% in last one year whereas category average SIP return is 8.12%. The fund one year return rank in the category is 1st in 19 funds
  • The fund has SIP return of 11.59% in last three years and ranks 1st in 11 funds. The fund has given the highest SIP return in the category in last three years.

AXIS Nifty Midcap 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 18.61 and semi deviation of 13.82. The category average standard deviation is 14.64 and semi deviation is 10.77.
  • The fund has a Value at Risk (VaR) of -28.93 and a maximum drawdown of -19.99. The category average VaR is -22.25 and the maximum drawdown is -17.1.

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 Mid Cap Index Mutual Funds Category
  • Good Performance in Mid Cap Index Mutual Funds Category
  • Poor Performance in Mid Cap Index Mutual Funds Category
  • Very Poor Performance in Mid Cap Index Mutual 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 % -1.72
    -2.06
    		-5.18 | -0.23 5 | 20 Very Good
    3M Return % 4.28
    3.24
    		0.77 | 4.33 2 | 20 Very Good
    6M Return % 12.08
    10.12
    		6.78 | 12.20 2 | 20 Very Good
    1Y Return % 10.36
    6.42
    		-1.76 | 10.45 2 | 18 Very Good
    3Y Return % 14.64
    12.39
    		6.59 | 14.64 1 | 11 Very Good
    1Y SIP Return % 10.35
    7.34
    		0.24 | 10.48 2 | 17 Very Good
    3Y SIP Return % 10.74
    7.62
    		2.87 | 10.74 1 | 10 Very Good
    Standard Deviation 18.61
    14.64
    		0.55 | 22.91 79 | 110 Average
    Semi Deviation 13.82
    10.77
    		0.37 | 17.17 79 | 110 Average
    Max Drawdown % -19.99
    -17.10
    		-37.89 | 0.00 64 | 110 Average
    VaR 1 Y % -28.93
    -22.25
    		-38.54 | 0.00 77 | 110 Average
    Average Drawdown % 8.16
    7.28
    		0.00 | 14.99 45 | 110 Good
    Sharpe Ratio 0.69
    0.56
    		-0.34 | 2.15 23 | 110 Very Good
    Sterling Ratio 0.64
    0.49
    		-0.05 | 1.48 24 | 110 Very Good
    Sortino Ratio 0.34
    0.33
    		-0.09 | 1.81 25 | 110 Very Good
    Return data last Updated On : Sept. 9, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -1.65 -2.01 -5.13 | -0.18 4 | 21 Very Good
    3M Return % 4.49 3.42 0.93 | 4.50 2 | 21 Very Good
    6M Return % 12.52 10.49 7.09 | 12.54 2 | 21 Very Good
    1Y Return % 11.22 7.13 -1.32 | 11.22 1 | 19 Very Good
    3Y Return % 15.49 13.07 7.12 | 15.49 1 | 11 Very Good
    1Y SIP Return % 11.21 8.12 0.75 | 11.21 1 | 19 Very Good
    3Y SIP Return % 11.59 8.43 3.38 | 11.59 1 | 11 Very Good
    Standard Deviation 18.61 14.64 0.55 | 22.91 79 | 110 Average
    Semi Deviation 13.82 10.77 0.37 | 17.17 79 | 110 Average
    Max Drawdown % -19.99 -17.10 -37.89 | 0.00 64 | 110 Average
    VaR 1 Y % -28.93 -22.25 -38.54 | 0.00 77 | 110 Average
    Average Drawdown % 8.16 7.28 0.00 | 14.99 45 | 110 Good
    Sharpe Ratio 0.69 0.56 -0.34 | 2.15 23 | 110 Very Good
    Sterling Ratio 0.64 0.49 -0.05 | 1.48 24 | 110 Very Good
    Sortino Ratio 0.34 0.33 -0.09 | 1.81 25 | 110 Very Good
    Return data last Updated On : Sept. 9, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
    09-09-2026 21.1836 21.8988
    08-09-2026 21.3005 22.0192
    07-09-2026 21.2511 21.9676
    04-09-2026 21.3426 22.0607
    03-09-2026 21.3926 22.1119
    02-09-2026 21.3345 22.0514
    01-09-2026 21.4863 22.2078
    31-08-2026 21.7724 22.503
    28-08-2026 21.6736 22.3994
    27-08-2026 21.6206 22.344
    26-08-2026 21.6434 22.3672
    25-08-2026 21.6813 22.4058
    24-08-2026 21.5874 22.3082
    21-08-2026 21.5757 22.2947
    20-08-2026 21.5533 22.271
    19-08-2026 21.4599 22.1741
    18-08-2026 21.456 22.1695
    17-08-2026 21.5297 22.2452
    14-08-2026 21.51 22.2233
    13-08-2026 21.6674 22.3854
    12-08-2026 21.6204 22.3364
    11-08-2026 21.569 22.2828
    10-08-2026 21.5539 22.2667

    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.