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

Axis · Scheme 149936

22.17 0.47%NAV · 2026-08-05
82
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
19.4%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.57%
3 Months+7.36%
6 Months+7.28%
1 Year+12.84%
3 Years (CAGR)+19.35%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+20.08%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns93
Consistency100
Risk-adjusted45
Downside protection81
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +19.4%
  • 3Y CAGR vs category: +11.2% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Max drawdown: -20%

Risk metrics

Sharpe ratio
0.79
Sortino ratio
1.01
Volatility
17.20%
Max drawdown
-20.27%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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