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Home Mf Research Axis Nifty Midcap 50 Index Fund Regular Plan Growth
AXIS MUTUAL FUND

Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth

Others Solution Oriented Index
Fund House : AXIS MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI
NAV (as on 2025-06-03)
19.02 -0.39%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-05-27 ₹1,000.00 ₹1,004.93
0.49 %
Two Week 2025-05-19 ₹1,000.00 ₹1,000.70
0.07 %
1 Month 2025-05-05 ₹1,000.00 ₹1,039.39
3.94 %
Three Months 2025-03-05 ₹3,000.00 ₹3,317.41
10.58 %
Six Months 2024-12-05 ₹6,000.00 ₹6,400.75
6.68 %
One Year 2024-06-03 ₹12,000.00 ₹12,433.49
3.61 %
Three Year 2022-06-06 ₹36,000.00 ₹50,798.85
41.11 %
Since Inception 2022-03-28 ₹39,000.00 ₹56,454.09
44.75 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Cholamandalam Investment and Finance Company Ltd Finance Equity 3.04
Trent Limited Retailing Equity 2.90
Supreme Industries Limited Industrial Products Equity 2.81
Cummins India Limited Industrial Products Equity 2.62
The Indian Hotels Company Limited Leisure Services Equity 2.59
Persistent Systems Limited IT - Software Equity 2.41
UNO Minda Limited Auto Components Equity 2.41
CG Power and Industrial Solutions Limited Electrical Equipment Equity 2.35
Schaeffler India Limited Auto Components Equity 2.32
Sona BLW Precision Forgings Limited Auto Components Equity 2.20
Fortis Healthcare Limited Healthcare Services Equity 2.16
PI Industries Limited Fertilizers & Agrochemicals Equity 2.15
Coromandel International Limited Fertilizers & Agrochemicals Equity 2.10
Astral Limited Industrial Products Equity 2.06
The Phoenix Mills Limited Realty Equity 2.06
ICICI Bank Limited Banks Equity 2.02
TVS Motor Company Limited Automobiles Equity 1.72
The Federal Bank Limited Banks Equity 1.72
JK Cement Limited Cement & Cement Products Equity 1.58
Voltas Limited Consumer Durables Equity 1.51
Abbott India Limited Pharmaceuticals & Biotechnology Equity 1.51
PB Fintech Limited Financial Technology (Fintech) Equity 1.43
Bharti Hexacom Limited Telecom - Services Equity 1.43
Sundaram Finance Limited Finance Equity 1.41
REC Limited Finance Equity 1.38
Alkem Laboratories Limited Pharmaceuticals & Biotechnology Equity 1.38
Torrent Power Limited Power Equity 1.28
Solar Industries India Limited Chemicals & Petrochemicals Equity 1.22
Apar Industries Limited Electrical Equipment Equity 1.22
Linde India Limited Chemicals & Petrochemicals Equity 1.22
Coforge Limited IT - Software Equity 1.22
Balkrishna Industries Limited Auto Components Equity 1.19
Max Healthcare Institute Limited Healthcare Services Equity 1.11
Lupin Limited Pharmaceuticals & Biotechnology Equity 1.10
Prestige Estates Projects Limited Realty Equity 1.10
Grindwell Norton Limited Industrial Products Equity 1.08
Mphasis Limited IT - Software Equity 1.06
Dixon Technologies (India) Limited Consumer Durables Equity 1.05
Indian Bank Banks Equity 1.03
Hindustan Aeronautics Limited Aerospace & Defense Equity 1.02
Zydus Lifesciences Limited Pharmaceuticals & Biotechnology Equity 1.00
ICICI Lombard General Insurance Company Limited Insurance Equity 0.97
3M India Limited Diversified Equity 0.96
Avenue Supermarts Limited Retailing Equity 0.96
State Bank of India Banks Equity 0.89
Tata Power Company Limited Power Equity 0.87
Godrej Properties Limited Realty Equity 0.85
Bharat Electronics Limited Aerospace & Defense Equity 0.81
Endurance Technologies Limited Auto Components Equity 0.81
Samvardhana Motherson International Limited Auto Components Equity 0.79
Motherson Sumi Wiring India Limited Auto Components Equity 0.77
Indus Towers Limited Telecom - Services Equity 0.76
Tech Mahindra Limited IT - Software Equity 0.73
Bajaj Finance Limited Finance Equity 0.73
SKF India Limited Industrial Products Equity 0.70
Suzlon Energy Limited Electrical Equipment Equity 0.69
Oberoi Realty Limited Realty Equity 0.69
Jubilant Foodworks Limited Leisure Services Equity 0.65
Petronet LNG Limited Gas Equity 0.65
ZF Commercial Vehicle Control Systems India Limited Auto Components Equity 0.65
Carborundum Universal Limited Industrial Products Equity 0.60
Zomato Limited Retailing Equity 0.60
Tata Communications Limited Telecom - Services Equity 0.59
Bharat Forge Limited Auto Components Equity 0.59
K.P.R. Mill Limited Textiles & Apparels Equity 0.58
Power Grid Corporation of India Limited Power Equity 0.56
Colgate Palmolive (India) Limited Personal Products Equity 0.55
Fine Organic Industries Limited Chemicals & Petrochemicals Equity 0.55
Hindustan Petroleum Corporation Limited Petroleum Products Equity 0.53
Honeywell Automation India Limited Industrial Manufacturing Equity 0.53
Suzlon Energy Limited Electrical Equipment Equity 4.45
Max Healthcare Institute Limited Healthcare Services Equity 4.13
The Indian Hotels Company Limited Leisure Services Equity 3.38
Cummins India Limited Industrial Products Equity 3.17
Persistent Systems Limited IT - Software Equity 3.06
Yes Bank Limited Banks Equity 2.92
The Federal Bank Limited Banks Equity 2.90
Lupin Limited Pharmaceuticals & Biotechnology Equity 2.80
Dixon Technologies (India) Limited Consumer Durables Equity 2.76
Bharat Forge Limited Auto Components Equity 2.69
Tube Investments of India Limited Auto Components Equity 2.67
Coforge Limited IT - Software Equity 2.52
HDFC Asset Management Company Limited Capital Markets Equity 2.50
Bharat Heavy Electricals Limited Electrical Equipment Equity 2.46
Aurobindo Pharma Limited Pharmaceuticals & Biotechnology Equity 2.44
Hindustan Petroleum Corporation Limited Petroleum Products Equity 2.28
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles Equity 2.24
Godrej Properties Limited Realty Equity 2.22
Indus Towers Limited Telecom - Services Equity 2.19
AU Small Finance Bank Limited Banks Equity 2.18
GMR Airports Infrastructure Limited Transport Infrastructure Equity 2.18
PI Industries Limited Fertilizers & Agrochemicals Equity 2.16
Vodafone Idea Limited Telecom - Services Equity 2.07
IDFC First Bank Limited Banks Equity 2.06
Polycab India Limited Industrial Products Equity 1.93
MRF Limited Auto Components Equity 1.76
UPL Limited Fertilizers & Agrochemicals Equity 1.74
Container Corporation of India Limited Transport Services Equity 1.73
Petronet LNG Limited Gas Equity 1.67
SIP Calculator
Risk Ratios
Standard Deviation
13.52
Beta
0.81
Sharpe Ratio
1.04
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Mr. Shreyash Devalkar (20 years), Mr. Nitin Arora (13 years), Ms. Krishnaa N (4 years), Mr. Karthik Kumar (15 years), Mr. Mayank Hyanki (14 years), Mr. Karthik Kumar (15 years), Mr. Hitesh Das (13 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : others
Exit load
If redeemed / switched-out within 12 months from the date of allotment, for 10% of investments: Nil. For remaining investments: 1%. If redeemed / switched - out after 12 months from the date of allotment: NIL.

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