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InvestVerdict

Axis Nifty Midcap 50 Index Fund

Direct Plan · Growth Option · Index Funds · Scheme code 149936

NAV₹22.3440as on 27 Aug 2026
Fund houseAxis Mutual Fund
CategoryIndex Funds
Plan & optionDirect · Growth Option
History4.4 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 1.795.449.88 16.5718.55— ——20.04
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.838.039.81 —11.77—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 16.9% 0.71 0.99 1.14 10.64% -20.3% 83.83
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 53 months this scheme and its benchmark share.

Growth of ₹100 since launch

7712918223520242026InvestVerdict

Drawdown from peak (%)

0%-8%-15%-23%20242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
169 -5.9% 19.0% 65.3% 7%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Axis Nifty Midcap 50 Index Fund

Direct Plan · Growth Option

Allocation

By asset

Equity99.95%
Cash & Equivalents0.05%

By market cap

Large Cap15.09%
Mid Cap84.86%

Concentration

Number of stocks50
Top 5 stocks20.05%
Top 10 stocks33.14%
Top 20 stocks55.74%
Largest holding7.57%
Largest sectorBanks 12.29%
Effective stocks40.0
Cash0.05%
InvestVerdict

Axis Nifty Midcap 50 Index Fund

Direct Plan · Growth Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Capital Markets7.57%
2— Capital Markets3.37%
3— Banks3.18%
4— Electrical Equipment3.09%
5— Automobiles2.84%
6— Electrical Equipment2.72%
7— Banks2.69%
8— Financial Technology (Fintech)2.59%
9— Telecom - Services2.56%
10— IT - Software2.53%
11— Banks2.49%
12— Pharmaceuticals & Biotechnology2.46%
13— Pharmaceuticals & Biotechnology2.37%
14— Auto Components2.33%
15— Industrial Products2.24%
16— IT - Software2.21%
17— Healthcare Services2.16%
18— Consumer Durables2.13%

Sector split

Banks — 12.3%Capital Markets — 10.9%Pharmaceuticals & Biotechnology — 9.3%Electrical Equipment — 7.2%IT - Software — 6.1%Retailing — 4.9%Industrial Products — 4.8%Financial Technology (Fintech) — 4.7%Insurance — 3.9%Other — 36.0%Banks12.3%Capital Markets10.9%Pharmaceuticals & Biotech…9.3%Electrical Equipment7.2%IT - Software6.1%Retailing4.9%Industrial Products4.8%Financial Technology (Fin…4.7%Insurance3.9%Other36.0%
Banks12.29%
Capital Markets10.94%
Pharmaceuticals & Biotechnology9.25%
Electrical Equipment7.16%
IT - Software6.08%
Retailing4.88%
Industrial Products4.75%
Financial Technology (Fintech)4.69%
Insurance3.92%
Auto Components3.83%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.