Axis Nifty Midcap 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 8
Rating
Growth Option 19-10-2026
NAV ₹19.72(R) -1.06% ₹20.41(D) -1.05%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.75% 12.6% -% -% -%
Direct 0.02% 13.45% -% -% -%
Benchmark
SIP (XIRR) Regular -5.43% 4.65% -% -% -%
Direct -4.67% 5.48% -% -% -%
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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NAV Date: 19-10-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option 19.72
-0.2100
-1.0600%
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 19.72
-0.2100
-1.0600%
Axis Nifty Midcap 50 Index Fund - Direct Plan - IDCW Option 20.41
-0.2200
-1.0500%
Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth Option 20.41
-0.2200
-1.0500%

Review Date: 19-10-2026

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 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 0.69 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 -6.21%, -6.96 and -1.07 in last one, three and six months respectively. In the same period the category average return was -5.59%, -6.42% and -2.33% respectively.
  • AXIS Nifty Midcap 50 Index Fund has given a return of 0.02% in last one year. In the same period the Mid Cap Index Mutual Funds category average return was -2.38%.
  • The fund has given a return of 13.45% 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 11.62%.
  • The fund has given a SIP return of -4.67% in last one year whereas category average SIP return is -7.3%. The fund one year return rank in the category is 1st in 19 funds
  • The fund has SIP return of 5.48% 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 % -6.27
    -5.62
    		-6.29 | -3.88 19 | 20 Poor
    3M Return % -7.15
    -6.54
    		-7.15 | -4.56 20 | 20 Poor
    6M Return % -1.47
    -2.64
    		-3.63 | -1.43 2 | 20 Very Good
    1Y Return % -0.75
    -3.02
    		-6.97 | -0.69 2 | 18 Very Good
    3Y Return % 12.60
    10.95
    		6.26 | 12.60 1 | 11 Very Good
    1Y SIP Return % -5.43
    -7.98
    		-19.77 | -5.36 2 | 18 Very Good
    3Y SIP Return % 4.65
    2.03
    		-0.78 | 4.65 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 : Oct. 19, 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 % -6.21 -5.59 -6.24 | -3.85 20 | 21 Poor
    3M Return % -6.96 -6.42 -7.00 | -4.40 19 | 21 Poor
    6M Return % -1.07 -2.33 -3.34 | -1.07 1 | 21 Very Good
    1Y Return % 0.02 -2.38 -6.50 | 0.02 1 | 19 Very Good
    3Y Return % 13.45 11.62 6.81 | 13.45 1 | 11 Very Good
    1Y SIP Return % -4.67 -7.30 -19.16 | -4.67 1 | 19 Very Good
    3Y SIP Return % 5.48 2.66 -0.25 | 5.48 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 : Oct. 19, 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
    19-10-2026 19.7239 20.408
    16-10-2026 19.9355 20.6256
    15-10-2026 19.9478 20.6378
    14-10-2026 19.9967 20.688
    13-10-2026 19.9698 20.6597
    12-10-2026 19.7983 20.4819
    09-10-2026 19.7518 20.4324
    08-10-2026 19.4513 20.121
    07-10-2026 19.993 20.6809
    06-10-2026 20.1452 20.8379
    05-10-2026 19.9007 20.5845
    01-10-2026 19.8164 20.4955
    30-09-2026 20.0386 20.7248
    29-09-2026 20.0421 20.728
    28-09-2026 20.2491 20.9417
    25-09-2026 20.5626 21.2644
    24-09-2026 20.6149 21.3181
    23-09-2026 21.1589 21.8801
    22-09-2026 21.0406 21.7573
    21-09-2026 21.0424 21.7587

    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.