Axis Nifty Mid Cap 50 Index Fund
Direct · Growth ₹21.71
06 Jul 2026
NAV
24.8%
3Y CAGR
24.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.42
Sharpe
-20.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.96 L | 25.0% | -23.3% | 75.7% |
| 3 Years | ₹36.00 L | ₹47.44 L | 18.4% | 5.1% | 27.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 25.0% | 14.5% | 9.1% | +10.5% |
| 3 Years | 18.4% | 11.2% | 13.0% | +7.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 25.3% | 21.9% | -5.9% | 65.3% | 0.93 | 7.35 | 93% | — | — |
| 3 Years | 24.8% | 24.6% | 17.6% | 32.5% | 6.42 | — | 100% | — | — |
-20.3%
Max Drawdown
5 mo
Drawdown Duration
8 mo
Recovery Time
-4.0%
Avg Drawdown
Calmar Ratio by Duration
1.25
1Y
1.22
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.63 | 1.11 | 117.8% | 100.7% | 7.2% | -5.2% |
| 3 Years | +12.75 | 1.11 | 117.6% | 102.3% | 19.3% | 6.5% |
| 5 Years | +10.43 | 1.06 | 111.8% | 97.7% | 16.5% | 6.1% |
| 7 Years | +7.33 | 1.06 | 111.8% | 97.7% | 11.5% | 4.3% |
| 10 Years | +5.14 | 1.06 | 111.8% | 97.7% | 8.0% | 3.0% |
| 12 Years | +4.30 | 1.06 | 111.8% | 97.7% | 6.6% | 2.5% |
| 15 Years | +3.48 | 1.06 | 111.8% | 97.7% | 5.2% | 2.0% |
49
Total Holdings
33.1%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | BSE Limited | 7.57% |
| 2 | Multi Commodity Exchange of India Limited | 3.37% |
| 3 | The Federal Bank Limited | 3.18% |
| 4 | Suzlon Energy Limited | 3.09% |
| 5 | Hero MotoCorp Limited | 2.84% |
| 6 | Bharat Heavy Electricals Limited | 2.72% |
| 7 | IndusInd Bank Limited | 2.69% |
| 8 | PB Fintech Limited | 2.59% |
| 9 | Indus Towers Limited | 2.56% |
| 10 | Persistent Systems Limited | 2.53% |