Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout

Fund Details

NAV 20.2586

Sub-Type Mid Cap

Rating 3

Min. SIP Amount ₹100.0

Fund Age(Year) 4.2

Fund Size(in Crores) 649.61

Fund Performance

1 Month 1.15%

3 Month 4.34%

6 Month -1.39%

1 Year 4.92%

3 Year 20.47%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (100.19%) Market Cap Large Cap 13.75 Mid Cap 86.43 Top Sectors Services 20.34 Financial 15.37 Healthcare 11.27 Capital Goods 11.1 Automobile 9.02 Technology 5.69 Energy 5.52 Construction 5.5 Consumer Staples 4.4 Chemicals 3.37 Metals & Mining 3.06 Communication 2.46 Insurance 1.99 Materials 1.08 Top Holding Alkem Laboratories 1.47 APL Apollo Tubes 1.61 Ashok Leyland 2.15 Aurobindo Pharma 1.8 AU Small Finance Bank 2.67 Bharat Forge 2.33 Bharat Heavy Electricals 2.39 BSE 6.91 Coforge 1.87 Colgate-Palmolive (India) 1.28 Dabur India 1.21 Dixon Technologies (India) 2.14 Fortis Healthcare 2.23 FSN E-Commerce Ventures 1.68 GMR Airports 1.6 Godrej Properties 1.27 Havells India 1.45 Hero Motocorp 3.07 Hindustan Petroleum Corporation 1.67 ICICI Lombard Gen. Insurance 1.99 IDFC First Bank 2.14 Indusind Bank 2.8 Indus Towers 2.46 Info Edge (India) 1.73 Laurus Labs 1.99 Lupin 2.6 Mankind Pharma 1.18 Marico 1.91 Max Financial Services 1.95 MCX 3.52 Mphasis 1.4 NHPC 1.22 NMDC 1.45 Oil India 1.24 One97 Communications 2.14 PB Fintech 2.64 Persistent Systems 2.43 Polycab India 1.99 Prestige Estates Projects 1.11 SBI Cards 0.9 SRF 1.7 Supreme Industries 1.08 Suzlon Energy 3.13 Swiggy 1.72 The Federal Bank 3.28 The Phoenix Mills 1.53 Tube Investments Of India 1.46 UPL 1.67 Waaree Energies 1.39 Yes Bank 1.63

Debt & Others (-0.19000000000000006%) Sector Allocation CBLO 0.73 Net Payables -0.92 Debt Credit Ratings Debt Category Others -0.19

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.09%

Exit Load 0.25%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Rohit Gautam

Education B.Tech. from IIT Bombay, PGDM from IIM Ahmedabad

Experience Prior to joining the Axis MF, he was associated with IndiaFirst Life Insurance, Shriram AMC, Greater Pacific Capital.

Karthik Kumar

Education Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)

Experience Prior to joining Bandhan Mutual Fund he has worked with Axis Mutual Fund SilverTree Hong Kong and Asiya Investment, Hong Kong

Mayank Hyanki

Education Mr. Hyanki has done B.Tech and PGDM, Finance

Experience Prior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd

Nandik Mallik

Education Mr. Mallik holds B.Tech degree and has also done PGDM (IIM Calcutta) and MS- Finance (London Business School).

Experience Prior to joining the Axis MF, he was working with Avendus Capital Public Markets Alternate Strategies LLP, ICICI Prudential Asset Management Company Ltd, Edelweiss AMC, DC India Capital, Credit-Suisse (London), BNP Paribas (London), NM Rothschild (Mumbai) and Fair Isaac (Bangalore).

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 54

Date of Incorporation 2022-03-28

Total AUM 366022.79

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.