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 - IDCW 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 - IDCW Option

Latest NAV

₹21.1162

As of

17 Jul 2026

1,065 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	-0.25%	-0.01%	-0.24	201 / 246	Q4
1W	-0.68%	-0.36%	-0.32	191 / 246	Q4
2W	+0.86%	-0.04%	+0.90	25 / 246	Q1
1M	+1.55%	+0.57%	+0.98	52 / 246	Q1
3M	+5.28%	+1.95%	+3.34	29 / 246	Q1
6M	+4.31%	+0.95%	+3.36	43 / 239	Q1
YTD	+3.09%	+0.07%	+3.02	63 / 238	Q2
1Y	+6.47%	+1.45%	+5.03	24 / 227	Q1
2Y	+4.92%	+2.12%	+2.80	68 / 157	Q2
3Y	+19.20%	+9.02%	+10.18	6 / 116	Q1
4Y	+22.07%	+11.68%	+10.40	4 / 50	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+18.97%	+6.50%	+12.47	9 / 246	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	+3.09%	+0.11%	+2.98	62 / 236
2025	+6.98%	+4.47%	+2.51	100 / 185
2024	+20.00%	+12.46%	+7.54	28 / 122
2023	+48.67%	+19.34%	+29.33	5 / 86
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

+24.56%

41 windows

min -1.3% · max 60.1%

93% positive

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

3-Year rolling

+24.21%

16 windows

min 19.2% · max 30.6%

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

17.18%

3-year · annualised

Sharpe ratio

0.74

vs risk-free 6.5%

Sortino ratio

1.22

Downside-only deviation

Max drawdown

-20.54%

Sep 2024 → Feb 2025

% positive months

72.2%

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
SBI Nifty Midcap 150 Index Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹19.6312	17 Jul 2026
BANDHAN Nifty Smallcap 250 Index Fund - Regular Plan - IDCW	Bandhan	₹12.8262	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular - Payout of IDCW	Aditya Birla Sun Life	₹25.1396	17 Jul 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal	₹39.6154	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-IDCW PAYOUT AND REINVESTMENT	Kotak	₹11.7290	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW	Edelweiss	₹16.3153	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Regular - IDCW	DSP	₹10.4424	17 Jul 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular IDCW	HSBC	₹30.6323	17 Jul 2026
Axis Nifty Next 50 Index Fund - Regular Plan - IDCW	Axis	₹16.3861	17 Jul 2026
Bajaj Finserv Nifty Next 50 Index Fund - Regular - IDCW	Bajaj Finserv	₹11.3379	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹21.1162
16 Jul 2026	₹21.1686
15 Jul 2026	₹21.2301
14 Jul 2026	₹21.1735
13 Jul 2026	₹21.2934
10 Jul 2026	₹21.2598
9 Jul 2026	₹21.0038
8 Jul 2026	₹20.7220
7 Jul 2026	₹21.0281
6 Jul 2026	₹21.0282

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 17 Jul 2026, the NAV of Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option is ₹21.1162. It's a Index Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option has NAV history starting from 31 Mar 2022, a track record of about 4 years 3 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 - IDCW 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 - IDCW Option has delivered a absolute return of 6.47% — +5.03 pp ahead of the Index Fund category average of 1.45%. The fund ranks #24 of 227 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option has delivered a CAGR of 19.20% — +10.18 pp ahead of the Index Fund category average of 9.02%. The fund ranks #6 of 116 in its category — the top (Q1) quartile.

Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW 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 - IDCW Option exactly 3 years ago would be worth approximately ₹169,382 today — a multiplier of 1.69×, based on the 3-year CAGR of 19.20%. The category average over the same window would have grown ₹1 lakh to ₹129,583.

A ₹10,000 monthly SIP in Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option over the last 3 years — total invested ₹360,000 — would be worth ₹432,090 today. That's an XIRR (money-weighted annualised return) of 12.22%.

Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹432,090 — XIRR 12.22%.

On a 3-year basis, Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option ranks #6 out of 116 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 9.02%; this fund delivered 19.20%.

The worst peak-to-trough decline Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW 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 - IDCW Option averaged 24.21% (best 30.56%, worst 19.20%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.74 — reasonable risk-adjusted performance.

In calendar year 2025, Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option returned 6.98% — beating the Index Fund category average of 4.47% by 2.51 pp. It ranked #100 of 185 in its category that year.

Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW 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 - IDCW 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.