Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

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Category: Index Fund
Launch Date: 05-03-2022
Asset Class:
Benchmark: NIFTY Midcap 50 TRI
Expense Ratio: 1.02% As on (30-09-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 41.62 Cr As on (30-09-2024)
Turn over:
NAV as on 21-10-2024

19.1788

-0.39 (-2.0106%)

CAGR Since Inception

28.91%

NIFTY Midcap 50 TRI 15.75%

PERFORMANCE of Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 21-10-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 40.89 - - - 28.91
NIFTY Midcap 50 TRI 42.83 24.06 30.47 18.89 15.75
Index Fund 26.32 13.8 18.33 12.69 14.8

Yearly Performance (%)

Nav Movement

Fund Managers

Karthik Kumar, Mayank Hyanki

Investment Objective

The scheme seeks to provide returns before expenses that closely corresponds to the total returns of the NIFTY MIDCAP 50 subject to tracking errors.

RETURNS CALCULATOR for Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 19.31 - -
Index Fund - - - - - -

PEER COMPARISION of Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Period
Data as on - 21-10-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option 05-03-2022 40.89 37.08 0.0 0.0 0.0
ICICI Prudential Nifty Next 50 Index Fund - Growth 05-06-2010 63.96 32.31 19.52 20.95 15.72
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 01-02-2019 63.79 32.43 19.72 21.13 0.0
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 05-06-2018 63.7 32.14 19.42 21.08 0.0
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 05-05-2021 63.67 32.12 19.4 0.0 0.0
HDFC NIFTY Next 50 Index Fund - Growth Option 05-11-2021 63.56 31.99 0.0 0.0 0.0
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 03-03-2021 63.49 32.02 19.58 0.0 0.0
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth 16-04-2020 63.37 31.95 19.17 0.0 0.0
Motilal Oswal BSE Enhanced Value Index Fund-Regular plan 22-08-2022 63.34 55.07 0.0 0.0 0.0
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 05-12-2019 63.22 31.89 19.18 0.0 0.0

PORTFOLIO ANALYSIS of Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300