Axis Nifty Mid Cap 50 Index Fund
Direct · Growth ₹22.17
18 Aug 2026
NAV
24.5%
3Y CAGR
24.6%
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.
5.96
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.
0.26%
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 | ₹12.94 L | 24.8% | -23.3% | 75.7% |
| 3 Years | ₹36.00 L | ₹47.28 L | 18.2% | 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 | 24.8% | 14.4% | 9.4% | +10.4% |
| 3 Years | 18.2% | 11.1% | 12.3% | +7.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 25.0% | 20.0% | -5.9% | 65.3% | 0.93 | 7.33 | 93% | — | — |
| 3 Years | 24.5% | 24.6% | 17.6% | 32.5% | 5.96 | — | 100% | — | — |
-20.3%
Max Drawdown
5 mo
Drawdown Duration
8 mo
Recovery Time
-4.0%
Avg Drawdown
Calmar Ratio by Duration
1.24
1Y
1.21
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +16.78 | 1.08 | 114.8% | 93.5% | 13.1% | -2.9% |
| 3 Years | +11.15 | 1.11 | 116.4% | 103.4% | 19.0% | 7.8% |
| 5 Years | +10.74 | 1.05 | 111.3% | 97.0% | 17.2% | 6.5% |
| 7 Years | +7.53 | 1.05 | 111.3% | 97.0% | 12.0% | 4.6% |
| 10 Years | +5.25 | 1.05 | 111.3% | 97.0% | 8.3% | 3.2% |
| 12 Years | +4.39 | 1.05 | 111.3% | 97.0% | 6.8% | 2.6% |
| 15 Years | +3.55 | 1.05 | 111.3% | 97.0% | 5.4% | 2.1% |
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% |