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

Axis · Scheme 149936

22.17 0.34%NAV · 2026-09-18
84
Excellent FundScore
Start SIP
AUM
₹736 cr
Expense ratio
0.29%
3Y CAGR
19.0%
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Jinesh GopaniExit load: Exit load of 0.25% if redeemed within 7 days.
Excellent · 84/100

A standout fund on our data — strong across almost every dimension.

🎯 A dependable core holding for long-term SIP investors.

📈 Why it could do well

  • Compounding well recently — 19.0% CAGR over 3 years.
  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Low cost — 0.29% expense ratio means more of the return stays with you.
  • 3Y CAGR: +19.0%
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • No major red flags on our data — but all mutual funds carry market risk.

FundScore breakdown

84/100 · Excellent
How it works →
93
Returns
Excellent
100
Consistency
Excellent
44
Risk-adjusted
Weak
81
Downside protection
Excellent
90
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

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