Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth Option
Axis Mutual Fund · Index & ETF · mandate: passive replication of the stated index · tracks: Nifty Midcap 50
AUM (all plans)
666 cr
TER direct / regular
0.29% / 1.10%
Tracks (from name)
Nifty Midcap 50
CAGR (full)
19.9%
Sharpe (full)
0.78
Sharpe (bull ≤Sep-24)
3.16
Sharpe (sideways Oct-24→)
0.02
Max drawdown
-19.7%
Months of data
53
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23
2.7%
0.3%
-0.12
12
FY24
59.5%
34.3%
2.95
12
FY25
7.7%
-1.9%
0.16
12
FY26
3.2%
7.3%
-0.08
12
FY27*
22.5%
11.1%
2.67
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
-1.4
-4.5
-6.0
+12.1
+4.7
-2.8
+4.2
+1.9
-1.2
+6.0
2023
-1.3
-2.0
+0.2
+5.8
+6.4
+6.2
+6.8
+3.4
+3.7
-4.6
+10.2
+7.6
+50.1
2024
+3.6
+1.1
-1.7
+4.7
+2.0
+8.7
+6.1
-0.2
+1.5
-7.9
+1.0
+1.7
+21.6
2025
-6.4
-9.4
+7.5
+5.2
+4.6
+5.3
-3.7
-3.0
+1.4
+6.6
+2.6
-1.0
+8.3
2026
-3.2
+0.5
-10.7
+12.6
+3.6
+0.6
+3.0
+1.3
+6.5
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard