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Fund Overview

Fund Size

Fund Size

₹446 Cr

Expense Ratio

Expense Ratio

1.03%

ISIN

ISIN

INF846K012I3

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

28 Mar 2022

About this fund

Axis Nifty Midcap 50 Index Fund Regular Growth is a Index Funds mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 3 years, 3 months and 3 days, having been launched on 28-Mar-22.
As of 30-Jun-25, it has a Net Asset Value (NAV) of ₹19.95, Assets Under Management (AUM) of 446.31 Crores, and an expense ratio of 1.03%.
  • Axis Nifty Midcap 50 Index Fund Regular Growth has given a CAGR return of 23.61% since inception.
  • The fund's asset allocation comprises around 99.84% in equities, 0.00% in debts, and 0.16% in cash & cash equivalents.
  • You can start investing in Axis Nifty Midcap 50 Index Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+6.63%

(Cat Avg.)

3 Years

+31.17%

(Cat Avg.)

Since Inception

+23.61%

(Cat Avg.)

Portfolio Summaryas of 31st May 2025

Equity445.58 Cr99.84%
Others0.73 Cr0.16%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
BSE LtdEquity26.99 Cr6.05%
Max Healthcare Institute Ltd Ordinary SharesEquity20.75 Cr4.65%
Persistent Systems LtdEquity14.89 Cr3.34%
PB Fintech LtdEquity14.45 Cr3.24%
Coforge LtdEquity14.12 Cr3.16%
Dixon Technologies (India) LtdEquity14.06 Cr3.15%
Indus Towers Ltd Ordinary SharesEquity12.59 Cr2.82%
The Federal Bank LtdEquity12.28 Cr2.75%
HDFC Asset Management Co LtdEquity12.03 Cr2.70%
Lupin LtdEquity11.72 Cr2.63%
Cummins India LtdEquity10.96 Cr2.46%
IDFC First Bank LtdEquity10.45 Cr2.34%
SRF LtdEquity10.29 Cr2.31%
Yes Bank LtdEquity10.05 Cr2.25%
Hindustan Petroleum Corp LtdEquity9.79 Cr2.19%
AU Small Finance Bank LtdEquity9.65 Cr2.16%
Marico LtdEquity9.38 Cr2.10%
Godrej Properties LtdEquity8.38 Cr1.88%
Ashok Leyland LtdEquity8.37 Cr1.88%
Bharat Heavy Electricals LtdEquity8.27 Cr1.85%
Bharat Forge LtdEquity8.19 Cr1.83%
Tube Investments of India Ltd Ordinary SharesEquity8.15 Cr1.83%
Colgate-Palmolive (India) LtdEquity8.03 Cr1.80%
Aurobindo Pharma LtdEquity7.96 Cr1.78%
PI Industries LtdEquity7.67 Cr1.72%
One97 Communications LtdEquity7.52 Cr1.69%
GMR Airports LtdEquity7.48 Cr1.68%
Polycab India LtdEquity7.48 Cr1.68%
Page Industries LtdEquity7.24 Cr1.62%
Mphasis LtdEquity7.21 Cr1.62%
Voltas LtdEquity7.13 Cr1.60%
Phoenix Mills LtdEquity7.09 Cr1.59%
MRF LtdEquity6.96 Cr1.56%
NHPC LtdEquity6.84 Cr1.53%
SBI Cards and Payment Services Ltd Ordinary SharesEquity6.84 Cr1.53%
Alkem Laboratories LtdEquity6.72 Cr1.51%
Supreme Industries LtdEquity6.63 Cr1.49%
Torrent Power LtdEquity6.47 Cr1.45%
Prestige Estates Projects LtdEquity6.12 Cr1.37%
NMDC LtdEquity6.09 Cr1.36%
Muthoot Finance LtdEquity5.89 Cr1.32%
Oil India LtdEquity5.77 Cr1.29%
Petronet LNG LtdEquity5.71 Cr1.28%
Indian Railway Catering And Tourism Corp LtdEquity5.65 Cr1.27%
Container Corporation of India LtdEquity5.34 Cr1.20%
Oberoi Realty LtdEquity5.08 Cr1.14%
Oracle Financial Services Software LtdEquity4.97 Cr1.11%
Vodafone Idea LtdEquity4.72 Cr1.06%
Steel Authority Of India LtdEquity4.61 Cr1.03%
Astral LtdEquity4.55 Cr1.02%
Clearing Corporation Of India LtdCash - Repurchase Agreement1.25 Cr0.28%
Net Receivables / (Payables)Cash - Collateral-0.52 Cr0.12%

Allocation By Market Cap (Equity)

Large Cap Stocks

6.95%

Mid Cap Stocks

92.88%

Small Cap Stocks

--

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services108.63 Cr24.34%
Industrials83.19 Cr18.64%
Technology62.77 Cr14.06%
Healthcare47.15 Cr10.56%
Consumer Cyclical29.51 Cr6.61%
Real Estate26.67 Cr5.98%
Energy21.27 Cr4.77%
Basic Materials18.36 Cr4.11%
Consumer Defensive17.41 Cr3.90%
Communication Services17.31 Cr3.88%
Utilities13.31 Cr2.98%

Risk & Performance Ratios

Standard Deviation

This fund

17.57%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

1.06

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

KK

Karthik Kumar

Since August 2023

Additional Scheme Detailsas of 31st May 2025

ISIN
INF846K012I3
Expense Ratio
1.03%
Exit Load
No Charges
Fund Size
₹446 Cr
Age
3 years 3 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 50 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Index Funds Funds

Fund nameExpense RatioExit LoadFund size
1Y
ICICI Prudential Nifty Top 15 Equal Weight ETF

Very High Risk

----
Motilal Oswal Nifty PSE ETF

Very High Risk

----
Tata Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

-0.0%--
Tata Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

-0.0%--
DSP Nifty IT Index Fund Direct Growth

Very High Risk

-0.0%--
DSP Nifty IT Index Fund Regular Growth

Very High Risk

-0.0%--
DSP Nifty Healthcare Index Fund Direct Growth

Very High Risk

-0.0%--
DSP Nifty Healthcare Index Fund Regular Growth

Very High Risk

-0.0%--
Groww Nifty 500 Low Volatility 50 ETF

Very High Risk

----
Nippon India BSE Sensex Next 30 Index Fund Direct Growth

Very High Risk

-0.0%--
Nippon India BSE Sensex Next 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal BSE India Infrastructure ETF

Very High Risk

0.5%-₹5.21 Cr-
Nippon India BSE Sensex Next 30 ETF

Very High Risk

----
ICICI Prudential Nifty200 Quality 30 Index Fund Direct Growth

Very High Risk

-0.0%--
ICICI Prudential Nifty200 Quality 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Nifty Next 50 ETF

Very High Risk

0.2%-₹2.78 Cr-
SBI NIFTY 200 Quality 30 Index Fund Direct Growth

Very High Risk

-0.0%--
SBI NIFTY 200 Quality 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Nifty 50 Equal Weight ETF

Very High Risk

0.1%-₹5.45 Cr-
Angel One Nifty 50 ETF

Very High Risk

0.1%-₹7.15 Cr-
Angel One Nifty 50 Index Fund Direct Growth

Very High Risk

0.7%0.0%₹39.36 Cr-
Angel One Nifty 50 Index Fund Regular Growth

Very High Risk

0.2%0.0%₹39.36 Cr-
Bajaj Finserv Nifty 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹7.28 Cr-
Bajaj Finserv Nifty 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹7.28 Cr-
Edelweiss BSE Internet Economy Index Fund Regular Growth

Very High Risk

1.1%0.0%₹29.77 Cr-
Edelweiss BSE Internet Economy Index Fund Direct Growth

Very High Risk

0.3%0.0%₹29.77 Cr-
Bajaj Finserv Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹8.46 Cr-
Bajaj Finserv Nifty Next 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹8.46 Cr-
Nippon India Nifty 500 Low Volatility 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹11.77 Cr-
Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹11.77 Cr-
Nippon India Nifty 500 Quality 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹32.41 Cr-
Nippon India Nifty 500 Quality 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹32.41 Cr-
Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth

Very High Risk

0.2%0.0%₹12.92 Cr-
Kotak Nifty Top 10 Equal Weight Index Fund Regular Growth

Very High Risk

0.9%0.0%₹12.92 Cr-
Groww Nifty 500 Momentum 50 ETF

Very High Risk

0.4%-₹14.54 Cr-
SBI BSE PSU Bank Index Fund Direct Growth

Very High Risk

0.3%0.0%₹19.57 Cr-
SBI BSE PSU Bank Index Fund Regular Growth

Very High Risk

0.8%0.0%₹19.57 Cr-
SBI BSE PSU Bank ETF

Very High Risk

0.3%-₹492.15 Cr-
Tata BSE Quality Index Fund Direct Growth

Very High Risk

0.3%0.0%₹47.79 Cr-
Tata BSE Quality Index Fund Regular Growth

Very High Risk

1.1%0.0%₹47.79 Cr-
HDFC Nifty Top 20 Equal Weight Index Fund Direct Growth

Very High Risk

0.3%0.0%₹80.69 Cr-
HDFC Nifty Top 20 Equal Weight Index Fund Regular Growth

Very High Risk

0.9%0.0%₹80.69 Cr-
Kotak Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.3%0.0%₹5.43 Cr-
Kotak Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.8%0.0%₹5.43 Cr-
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund Regular Growth

Very High Risk

1.0%0.0%₹8.98 Cr-
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund Direct Growth

Very High Risk

0.4%0.0%₹8.98 Cr-
Mirae Asset BSE 200 Equal Weight ETF

Very High Risk

0.4%-₹16.32 Cr-
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹13.22 Cr-
Kotak Nifty Commodities Index Fund Regular Growth

Very High Risk

0.5%0.0%₹4.77 Cr-
Kotak Nifty Commodities Index Fund Direct Growth

Very High Risk

0.3%0.0%₹4.77 Cr-

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,35,839 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹52.34 Cr8.0%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹5532.65 Cr0.7%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹92.41 Cr8.4%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low Risk

-0.0%₹76.51 Cr8.1%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹77.31 Cr8.6%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹13427.61 Cr9.3%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹897.59 Cr19.4%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹487.48 Cr6.9%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹12823.77 Cr8.9%
Axis Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹17342.65 Cr8.4%
Axis Equity Hybrid Fund Direct Growth

High Risk

1.1%1.0%₹1575.64 Cr8.9%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1174.87 Cr6.5%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹8897.88 Cr10.3%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.3%1.0%₹1245.58 Cr6.0%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹6767.43 Cr7.6%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹513.37 Cr19.2%
Axis Value Fund Direct Growth

Very High Risk

0.8%1.0%₹921.06 Cr8.6%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.1%0.0%₹501.75 Cr9.5%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹752.51 Cr9.3%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹33412.83 Cr6.4%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1287.41 Cr9.8%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹1065.47 Cr31.1%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹12643.93 Cr9.0%
Axis Regular Saver Fund Direct Growth

Very High Risk

0.9%1.0%₹283.46 Cr8.9%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.6%1.0%₹1941.68 Cr10.3%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹35358.19 Cr7.9%
Axis Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹11317.08 Cr10.0%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹42072.07 Cr7.3%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.1%1.0%₹1436.16 Cr9.6%
Axis Midcap Fund Direct Growth

Very High Risk

0.5%1.0%₹30501.51 Cr7.5%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹6565.77 Cr8.6%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹946.03 Cr7.4%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹3160.82 Cr9.6%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹446.31 Cr7.5%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹131.37 Cr9.4%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹36.81 Cr9.2%
Axis Credit Risk Fund Direct Growth

High Risk

0.8%1.0%₹366.63 Cr9.9%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹6508.33 Cr8.1%
Axis Multicap Fund Direct Growth

Very High Risk

0.8%1.0%₹7781.71 Cr9.9%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹79.37 Cr10.0%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹256.71 Cr7.7%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹107.01 Cr20.5%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹337.09 Cr-3.0%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹457.54 Cr7.4%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹364.09 Cr6.8%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹705.99 Cr7.4%

Risk Level

Your principal amount will be at Low Risk

Low Risk

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The NAV of Axis Nifty Midcap 50 Index Fund Regular Growth, as of 30-Jun-2025, is ₹19.95.
The fund has generated 6.63% over the last 1 year and 31.17% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 99.84% in equities, 0.00% in bonds, and 0.16% in cash and cash equivalents.
The fund managers responsible for Axis Nifty Midcap 50 Index Fund Regular Growth are:-
  1. Karthik Kumar

Fund Overview

Fund Size

Fund Size

₹446 Cr

Expense Ratio

Expense Ratio

1.03%

ISIN

ISIN

INF846K012I3

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

28 Mar 2022

Risk Level

Your principal amount will be at Low Risk

Low Risk

About this fund

Axis Nifty Midcap 50 Index Fund Regular Growth is a Index Funds mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 3 years, 3 months and 3 days, having been launched on 28-Mar-22.
As of 30-Jun-25, it has a Net Asset Value (NAV) of ₹19.95, Assets Under Management (AUM) of 446.31 Crores, and an expense ratio of 1.03%.
  • Axis Nifty Midcap 50 Index Fund Regular Growth has given a CAGR return of 23.61% since inception.
  • The fund's asset allocation comprises around 99.84% in equities, 0.00% in debts, and 0.16% in cash & cash equivalents.
  • You can start investing in Axis Nifty Midcap 50 Index Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+6.63%

(Cat Avg.)

3 Years

+31.17%

(Cat Avg.)

Since Inception

+23.61%

(Cat Avg.)

Portfolio Summaryas of 31st May 2025

Equity445.58 Cr99.84%
Others0.73 Cr0.16%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
BSE LtdEquity26.99 Cr6.05%
Max Healthcare Institute Ltd Ordinary SharesEquity20.75 Cr4.65%
Persistent Systems LtdEquity14.89 Cr3.34%
PB Fintech LtdEquity14.45 Cr3.24%
Coforge LtdEquity14.12 Cr3.16%
Dixon Technologies (India) LtdEquity14.06 Cr3.15%
Indus Towers Ltd Ordinary SharesEquity12.59 Cr2.82%
The Federal Bank LtdEquity12.28 Cr2.75%
HDFC Asset Management Co LtdEquity12.03 Cr2.70%
Lupin LtdEquity11.72 Cr2.63%
Cummins India LtdEquity10.96 Cr2.46%
IDFC First Bank LtdEquity10.45 Cr2.34%
SRF LtdEquity10.29 Cr2.31%
Yes Bank LtdEquity10.05 Cr2.25%
Hindustan Petroleum Corp LtdEquity9.79 Cr2.19%
AU Small Finance Bank LtdEquity9.65 Cr2.16%
Marico LtdEquity9.38 Cr2.10%
Godrej Properties LtdEquity8.38 Cr1.88%
Ashok Leyland LtdEquity8.37 Cr1.88%
Bharat Heavy Electricals LtdEquity8.27 Cr1.85%
Bharat Forge LtdEquity8.19 Cr1.83%
Tube Investments of India Ltd Ordinary SharesEquity8.15 Cr1.83%
Colgate-Palmolive (India) LtdEquity8.03 Cr1.80%
Aurobindo Pharma LtdEquity7.96 Cr1.78%
PI Industries LtdEquity7.67 Cr1.72%
One97 Communications LtdEquity7.52 Cr1.69%
GMR Airports LtdEquity7.48 Cr1.68%
Polycab India LtdEquity7.48 Cr1.68%
Page Industries LtdEquity7.24 Cr1.62%
Mphasis LtdEquity7.21 Cr1.62%
Voltas LtdEquity7.13 Cr1.60%
Phoenix Mills LtdEquity7.09 Cr1.59%
MRF LtdEquity6.96 Cr1.56%
NHPC LtdEquity6.84 Cr1.53%
SBI Cards and Payment Services Ltd Ordinary SharesEquity6.84 Cr1.53%
Alkem Laboratories LtdEquity6.72 Cr1.51%
Supreme Industries LtdEquity6.63 Cr1.49%
Torrent Power LtdEquity6.47 Cr1.45%
Prestige Estates Projects LtdEquity6.12 Cr1.37%
NMDC LtdEquity6.09 Cr1.36%
Muthoot Finance LtdEquity5.89 Cr1.32%
Oil India LtdEquity5.77 Cr1.29%
Petronet LNG LtdEquity5.71 Cr1.28%
Indian Railway Catering And Tourism Corp LtdEquity5.65 Cr1.27%
Container Corporation of India LtdEquity5.34 Cr1.20%
Oberoi Realty LtdEquity5.08 Cr1.14%
Oracle Financial Services Software LtdEquity4.97 Cr1.11%
Vodafone Idea LtdEquity4.72 Cr1.06%
Steel Authority Of India LtdEquity4.61 Cr1.03%
Astral LtdEquity4.55 Cr1.02%
Clearing Corporation Of India LtdCash - Repurchase Agreement1.25 Cr0.28%
Net Receivables / (Payables)Cash - Collateral-0.52 Cr0.12%

Allocation By Market Cap (Equity)

Large Cap Stocks

6.95%

Mid Cap Stocks

92.88%

Small Cap Stocks

--

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services108.63 Cr24.34%
Industrials83.19 Cr18.64%
Technology62.77 Cr14.06%
Healthcare47.15 Cr10.56%
Consumer Cyclical29.51 Cr6.61%
Real Estate26.67 Cr5.98%
Energy21.27 Cr4.77%
Basic Materials18.36 Cr4.11%
Consumer Defensive17.41 Cr3.90%
Communication Services17.31 Cr3.88%
Utilities13.31 Cr2.98%

Risk & Performance Ratios

Standard Deviation

This fund

17.57%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

1.06

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

KK

Karthik Kumar

Since August 2023

Additional Scheme Detailsas of 31st May 2025

ISIN
INF846K012I3
Expense Ratio
1.03%
Exit Load
No Charges
Fund Size
₹446 Cr
Age
3 years 3 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 50 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Index Funds Funds

Fund nameExpense RatioExit LoadFund size
1Y
ICICI Prudential Nifty Top 15 Equal Weight ETF

Very High Risk

----
Motilal Oswal Nifty PSE ETF

Very High Risk

----
Tata Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

-0.0%--
Tata Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

-0.0%--
DSP Nifty IT Index Fund Direct Growth

Very High Risk

-0.0%--
DSP Nifty IT Index Fund Regular Growth

Very High Risk

-0.0%--
DSP Nifty Healthcare Index Fund Direct Growth

Very High Risk

-0.0%--
DSP Nifty Healthcare Index Fund Regular Growth

Very High Risk

-0.0%--
Groww Nifty 500 Low Volatility 50 ETF

Very High Risk

----
Nippon India BSE Sensex Next 30 Index Fund Direct Growth

Very High Risk

-0.0%--
Nippon India BSE Sensex Next 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal BSE India Infrastructure ETF

Very High Risk

0.5%-₹5.21 Cr-
Nippon India BSE Sensex Next 30 ETF

Very High Risk

----
ICICI Prudential Nifty200 Quality 30 Index Fund Direct Growth

Very High Risk

-0.0%--
ICICI Prudential Nifty200 Quality 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Nifty Next 50 ETF

Very High Risk

0.2%-₹2.78 Cr-
SBI NIFTY 200 Quality 30 Index Fund Direct Growth

Very High Risk

-0.0%--
SBI NIFTY 200 Quality 30 Index Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Nifty 50 Equal Weight ETF

Very High Risk

0.1%-₹5.45 Cr-
Angel One Nifty 50 ETF

Very High Risk

0.1%-₹7.15 Cr-
Angel One Nifty 50 Index Fund Direct Growth

Very High Risk

0.7%0.0%₹39.36 Cr-
Angel One Nifty 50 Index Fund Regular Growth

Very High Risk

0.2%0.0%₹39.36 Cr-
Bajaj Finserv Nifty 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹7.28 Cr-
Bajaj Finserv Nifty 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹7.28 Cr-
Edelweiss BSE Internet Economy Index Fund Regular Growth

Very High Risk

1.1%0.0%₹29.77 Cr-
Edelweiss BSE Internet Economy Index Fund Direct Growth

Very High Risk

0.3%0.0%₹29.77 Cr-
Bajaj Finserv Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹8.46 Cr-
Bajaj Finserv Nifty Next 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹8.46 Cr-
Nippon India Nifty 500 Low Volatility 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹11.77 Cr-
Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹11.77 Cr-
Nippon India Nifty 500 Quality 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹32.41 Cr-
Nippon India Nifty 500 Quality 50 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹32.41 Cr-
Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth

Very High Risk

0.2%0.0%₹12.92 Cr-
Kotak Nifty Top 10 Equal Weight Index Fund Regular Growth

Very High Risk

0.9%0.0%₹12.92 Cr-
Groww Nifty 500 Momentum 50 ETF

Very High Risk

0.4%-₹14.54 Cr-
SBI BSE PSU Bank Index Fund Direct Growth

Very High Risk

0.3%0.0%₹19.57 Cr-
SBI BSE PSU Bank Index Fund Regular Growth

Very High Risk

0.8%0.0%₹19.57 Cr-
SBI BSE PSU Bank ETF

Very High Risk

0.3%-₹492.15 Cr-
Tata BSE Quality Index Fund Direct Growth

Very High Risk

0.3%0.0%₹47.79 Cr-
Tata BSE Quality Index Fund Regular Growth

Very High Risk

1.1%0.0%₹47.79 Cr-
HDFC Nifty Top 20 Equal Weight Index Fund Direct Growth

Very High Risk

0.3%0.0%₹80.69 Cr-
HDFC Nifty Top 20 Equal Weight Index Fund Regular Growth

Very High Risk

0.9%0.0%₹80.69 Cr-
Kotak Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.3%0.0%₹5.43 Cr-
Kotak Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.8%0.0%₹5.43 Cr-
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund Regular Growth

Very High Risk

1.0%0.0%₹8.98 Cr-
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund Direct Growth

Very High Risk

0.4%0.0%₹8.98 Cr-
Mirae Asset BSE 200 Equal Weight ETF

Very High Risk

0.4%-₹16.32 Cr-
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹13.22 Cr-
Kotak Nifty Commodities Index Fund Regular Growth

Very High Risk

0.5%0.0%₹4.77 Cr-
Kotak Nifty Commodities Index Fund Direct Growth

Very High Risk

0.3%0.0%₹4.77 Cr-

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,35,839 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹52.34 Cr8.0%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹5532.65 Cr0.7%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹92.41 Cr8.4%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low Risk

-0.0%₹76.51 Cr8.1%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹77.31 Cr8.6%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹13427.61 Cr9.3%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹897.59 Cr19.4%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹487.48 Cr6.9%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹12823.77 Cr8.9%
Axis Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹17342.65 Cr8.4%
Axis Equity Hybrid Fund Direct Growth

High Risk

1.1%1.0%₹1575.64 Cr8.9%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1174.87 Cr6.5%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹8897.88 Cr10.3%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.3%1.0%₹1245.58 Cr6.0%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹6767.43 Cr7.6%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹513.37 Cr19.2%
Axis Value Fund Direct Growth

Very High Risk

0.8%1.0%₹921.06 Cr8.6%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.1%0.0%₹501.75 Cr9.5%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹752.51 Cr9.3%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹33412.83 Cr6.4%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1287.41 Cr9.8%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹1065.47 Cr31.1%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹12643.93 Cr9.0%
Axis Regular Saver Fund Direct Growth

Very High Risk

0.9%1.0%₹283.46 Cr8.9%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.6%1.0%₹1941.68 Cr10.3%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹35358.19 Cr7.9%
Axis Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹11317.08 Cr10.0%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹42072.07 Cr7.3%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.1%1.0%₹1436.16 Cr9.6%
Axis Midcap Fund Direct Growth

Very High Risk

0.5%1.0%₹30501.51 Cr7.5%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹6565.77 Cr8.6%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹946.03 Cr7.4%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹3160.82 Cr9.6%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹446.31 Cr7.5%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹131.37 Cr9.4%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹36.81 Cr9.2%
Axis Credit Risk Fund Direct Growth

High Risk

0.8%1.0%₹366.63 Cr9.9%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹6508.33 Cr8.1%
Axis Multicap Fund Direct Growth

Very High Risk

0.8%1.0%₹7781.71 Cr9.9%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹79.37 Cr10.0%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹256.71 Cr7.7%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹107.01 Cr20.5%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹337.09 Cr-3.0%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹457.54 Cr7.4%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹364.09 Cr6.8%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹705.99 Cr7.4%

Still got questions?
We're here to help.

The NAV of Axis Nifty Midcap 50 Index Fund Regular Growth, as of 30-Jun-2025, is ₹19.95.
The fund has generated 6.63% over the last 1 year and 31.17% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 99.84% in equities, 0.00% in bonds, and 0.16% in cash and cash equivalents.
The fund managers responsible for Axis Nifty Midcap 50 Index Fund Regular Growth are:-
  1. Karthik Kumar
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