Axis Nifty Midcap 50 Index Fund Growth

Equity
Mid Cap
Very High Risk
22.13%
3Y annualised
+0.14% 1D
1M
6M
1Y
3Y
All
NAV: 05 Sep 2025
₹19.06
Rating
3
Min. SIP amount
Not Supported
Fund size
₹473.86Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity5.42%
HealthcareEquity5.07%
Capital GoodsEquity3.59%
ServicesEquity3.29%
TechnologyEquity3.19%
FinancialEquity3.14%
TechnologyEquity3.03%
FinancialEquity2.72%
Capital GoodsEquity2.63%
CommunicationEquity2.62%
HealthcareEquity2.55%
FinancialEquity2.49%
DiversifiedEquity2.41%
FinancialEquity2.28%
EnergyEquity2.20%
Consumer StaplesEquity2.05%
ServicesEquity2.03%
FinancialEquity1.96%
AutomobileEquity1.90%
ChemicalsEquity1.89%
Capital GoodsEquity1.88%
ConstructionEquity1.76%
HealthcareEquity1.75%
TechnologyEquity1.74%
ConstructionEquity1.73%
AutomobileEquity1.71%
TextilesEquity1.68%
Capital GoodsEquity1.68%
AutomobileEquity1.66%
Consumer DiscretionaryEquity1.65%
AutomobileEquity1.64%
Consumer StaplesEquity1.61%
FinancialEquity1.53%
ChemicalsEquity1.53%
ConstructionEquity1.52%
ConstructionEquity1.50%
HealthcareEquity1.48%
EnergyEquity1.44%
EnergyEquity1.36%
Metals & MiningEquity1.34%
FinancialEquity1.33%
EnergyEquity1.31%
ServicesEquity1.20%
EnergyEquity1.18%
TechnologyEquity1.10%
ServicesEquity1.09%
ConstructionEquity1.05%
CommunicationEquity1.04%
Metals & MiningEquity0.98%
ChemicalsEquity0.94%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-4.2%22.1%20.6%
Category averageNA-4.0%19.7%NA
Rank with in categoryNA3410NA
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Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
0.6%27.6%33,608.53
5
0.0%24.6%83,847.39
5
-1.1%23.8%38,581.28
4
-1.4%22.2%12,595.54
4
-2.9%21.4%12,540.39

Expense ratio, exit load and tax

Expense ratio: 1.02%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 7 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Shreyash Devalkar
Aug 2023 - Present
View details

Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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