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  • Axis Nifty Midcap 50 Index Fund (Growth)
Axis Mutual Fund

Axis Nifty Midcap 50 Index Fund (Growth)

EquityIndex Funds

16.076

NAV (Mar 27)

26.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.076

NAV (Mar 27)

Fund Returns

Last 1Y
61.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
26.8%
6 Month CAGR
15.1%

Scheme Information

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.

Expense Ratio
0.98
Launched (2y ago)
Mar 28, 2022
AUM in Crores
245.942
ISIN
INF846K012I3
Lock-in
No Lock-in
Benchmark
Nifty Midcap 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Shreyash Devalkar

Fund Manager

Karthik Kumar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Nifty Midcap 50 Index Fund (Growth)70%43,37,927 36,05,31561.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-27

Top Stock Holdings

power finance corp ltd

4.8%
4.8%

rec ltd

4.5%
4.5%

indian hotels co ltd

4.2%
4.2%

persistent systems ltd

3.6%
3.6%

coforge ltd

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

27%
27%

consumer cyclical

14.4%
14.4%

industrials

13.9%
13.9%

technology

11.3%
11.3%

healthcare

9.9%
9.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 287,012 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

5.2%

7.9%

5.4%

7%

5.3%

7.5%

6%

8%

5.9%

7%

Axis Nifty Midcap 50 Index Fund (G) Review

Axis Nifty Midcap 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 26.8% over a period of 2 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Karthik Kumar, Shreyash Devalkar.

Nav of Axis Nifty Midcap 50 Index Fund (G) as of 3/27/2024 is ₹16.08 with the total AUM as of 3/28/2024 is ₹245.942. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Nifty Midcap 50 Index Fund (G) was launched on Mar 28, 2022. The category risk of the fund is Low Risk.

The minimum SIP amount for Axis Nifty Midcap 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Axis Nifty Midcap 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Midcap 50 TR INR.

Axis Nifty Midcap 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 61.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Nifty Midcap 50 Index Fund (G).

Frequently Asked Questions

What is Axis Nifty Midcap 50 Index Fund (G)?

Axis Nifty Midcap 50 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Nifty Midcap 50 Index Fund (G)?

You can invest in Axis Nifty Midcap 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Nifty Midcap 50 Index Fund (G)?

The minimum sip amount for Axis Nifty Midcap 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Nifty Midcap 50 Index Fund (G) good to invest in?

As per Scripbox experts, Axis Nifty Midcap 50 Index Fund (G) is a Not Reviewed Yet fund. You can investAxis Nifty Midcap 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Nifty Midcap 50 Index Fund (G)?

The expense ratio of the Axis Nifty Midcap 50 Index Fund (G) is 0.98% for regular plan.