Axis Nifty Midcap 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 8
Rating
Growth Option 07-08-2026
NAV ₹21.41(R) +0.27% ₹22.11(D) +0.27%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 12.71% 18.22% -% -% -%
Direct 13.58% 19.1% -% -% -%
Benchmark
SIP (XIRR) Regular 15.28% 12.51% -% -% -%
Direct 16.16% 13.36% -% -% -%
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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Fund Name Rank Rating
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ICICI PRUDENTIAL NASDAQ 100 INDEX FUND 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
Axis CRISIL IBX SDL May 2027 Index Fund 10
- 11
- 12
- 13
- 14
Mirae Asset Nifty SDL Jun 2027 Index Fund 15
- 16
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
- 19
Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund 20
- 21
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: 07-08-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option 21.41
0.0600
0.2700%
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 21.41
0.0600
0.2700%
Axis Nifty Midcap 50 Index Fund - Direct Plan - IDCW Option 22.11
0.0600
0.2700%
Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth Option 22.11
0.0600
0.2700%

Review Date: 07-08-2026

Beginning of Analysis

In the Index Funds category, AXIS Nifty Midcap 50 Index Fund is the 6th ranked fund. 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 1.88%, 3.35 and 5.57 in last one, three and six months respectively. In the same period the category average return was 2.34%, 2.4% and 4.58% respectively.
  • AXIS Nifty Midcap 50 Index Fund has given a return of 13.58% in last one year. In the same period the Mid Cap Index Mutual Funds category average return was 9.36%.
  • The fund has given a return of 19.1% in last three years and ranked 1.0st out of twelve funds in the category. In the same period the Mid Cap Index Mutual Funds category average return was 17.26%.
  • The fund has given a SIP return of 16.16% in last one year whereas category average SIP return is 13.25%. The fund one year return rank in the category is 1st in 19 funds
  • The fund has SIP return of 13.36% in last three years and ranks 1st in 12 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 % 1.80
    2.29
    		1.80 | 3.30 21 | 21 Poor
    3M Return % 3.14
    2.23
    		-0.45 | 3.50 4 | 21 Very Good
    6M Return % 5.18
    4.23
    		0.85 | 5.27 2 | 21 Very Good
    1Y Return % 12.71
    8.69
    		3.27 | 12.81 2 | 19 Very Good
    3Y Return % 18.22
    16.54
    		10.99 | 18.22 1 | 12 Very Good
    1Y SIP Return % 15.28
    12.56
    		7.28 | 15.40 2 | 19 Very Good
    3Y SIP Return % 12.51
    10.02
    		6.56 | 12.51 1 | 12 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 : Aug. 7, 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 % 1.88 2.34 1.88 | 3.35 22 | 22 Poor
    3M Return % 3.35 2.40 -0.31 | 3.65 3 | 22 Very Good
    6M Return % 5.57 4.58 1.14 | 5.58 2 | 22 Very Good
    1Y Return % 13.58 9.36 3.73 | 13.58 1 | 19 Very Good
    3Y Return % 19.10 17.26 11.52 | 19.10 1 | 12 Very Good
    1Y SIP Return % 16.16 13.25 7.93 | 16.16 1 | 19 Very Good
    3Y SIP Return % 13.36 10.70 7.07 | 13.36 1 | 12 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 : Aug. 7, 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
    07-08-2026 21.4076 22.1141
    06-08-2026 21.3505 22.0546
    05-08-2026 21.4607 22.168
    04-08-2026 21.4584 22.165
    03-08-2026 21.5601 22.2696
    31-07-2026 21.3298 22.0303
    30-07-2026 21.2392 21.9362
    29-07-2026 21.3077 22.0065
    28-07-2026 21.1745 21.8684
    27-07-2026 21.1277 21.8196
    24-07-2026 20.8622 21.5439
    23-07-2026 20.8297 21.5099
    22-07-2026 21.0581 21.7453
    21-07-2026 21.3024 21.9971
    20-07-2026 21.243 21.9352
    17-07-2026 21.1162 21.8028
    16-07-2026 21.1686 21.8565
    15-07-2026 21.2301 21.9194
    14-07-2026 21.1735 21.8605
    13-07-2026 21.2934 21.9838
    10-07-2026 21.2598 21.9477
    09-07-2026 21.0037 21.6829
    08-07-2026 20.722 21.3915
    07-07-2026 21.0281 21.707

    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.