Should I invest in Axis Nifty Midcap 50 Index Fund?

We don't give personal investment advice. Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Axis

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

Latest NAV

₹20.2499

As of

3 Jun 2026

1,034 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.04%	+0.28%	-0.24	167 / 291	Q3
1W	-2.56%	-0.98%	-1.58	254 / 291	Q4
2W	-0.74%	+0.23%	-0.97	255 / 291	Q4
1M	+1.72%	-0.27%	+1.99	13 / 289	Q1
3M	+4.35%	+0.47%	+3.88	36 / 281	Q1
6M	-0.93%	-1.88%	+0.96	161 / 273	Q3
YTD	-0.61%	-2.01%	+1.40	162 / 275	Q3
1Y	+6.62%	+1.49%	+5.14	23 / 254	Q1
2Y	+7.02%	+3.75%	+3.27	45 / 159	Q2
3Y	+20.72%	+10.70%	+10.02	7 / 126	Q1
4Y	+21.57%	+12.13%	+9.44	2 / 53	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+18.54%	+5.52%	+13.02	14 / 291	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.61%	-2.06%	+1.45	160 / 273
2025	+6.98%	+5.14%	+1.84	118 / 211
2024	+20.00%	+13.66%	+6.34	35 / 136
2023	+48.67%	+20.09%	+28.59	4 / 94
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+24.86%

39 windows

min -4.2% · max 60.5%

92% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+23.36%

15 windows

min 17.2% · max 28.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.95%

3-year · annualised

Sharpe ratio

0.82

vs risk-free 6.5%

Sortino ratio

1.30

Downside-only deviation

Max drawdown

-20.54%

Sep 2024 → Feb 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Nippon India	₹24.9858	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	SBI	₹18.9800	3 Jun 2026
Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth	Bandhan	₹9.9885	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Aditya Birla Sun Life	₹24.3221	3 Jun 2026
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹23.9759	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-GROWTH	Kotak	₹11.3420	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth	Edelweiss	₹15.8655	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Regular - Growth	DSP	₹10.1040	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth	HSBC	₹29.7335	3 Jun 2026
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹10.5839	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹20.2499
2 Jun 2026	₹20.3579
1 Jun 2026	₹20.3490
31 May 2026	₹20.5955
29 May 2026	₹20.5966
27 May 2026	₹20.9076
26 May 2026	₹20.8920
25 May 2026	₹20.7859
22 May 2026	₹20.5848
21 May 2026	₹20.5555

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option is ₹20.2499. It's a Index Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option has NAV history starting from 31 Mar 2022, a track record of about 4 years 2 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option is managed by Axis. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option has delivered a absolute return of 6.62% — +5.14 pp ahead of the Index Fund category average of 1.49%. The fund ranks #23 of 254 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 20.72% — +10.02 pp ahead of the Index Fund category average of 10.70%. The fund ranks #7 of 126 in its category — the top (Q1) quartile.

Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option exactly 3 years ago would be worth approximately ₹175,927 today — a multiplier of 1.76×, based on the 3-year CAGR of 20.72%. The category average over the same window would have grown ₹1 lakh to ₹135,665.

A ₹10,000 monthly SIP in Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹428,812 today. That's an XIRR (money-weighted annualised return) of 11.68%.

Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹428,812 — XIRR 11.68%.

On a 3-year basis, Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option ranks #7 out of 126 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.70%; this fund delivered 20.72%.

The worst peak-to-trough decline Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option has experienced over the last 3-year window is 20.54% — its NAV fell from a high on 24 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option averaged 23.36% (best 28.92%, worst 17.22%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.82 — reasonable risk-adjusted performance.

In calendar year 2025, Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option returned 6.98% — beating the Index Fund category average of 5.14% by 1.84 pp. It ranked #118 of 211 in its category that year.

Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.