Axis NIFTY Midcap 50 Index Fund - Regular Plan - IDCW Option
Expense Ratio: 1.02
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: NIFTY Midcap 50 TRI
Inception: 10-03-2022
Exit Load: Nil
Fund Size:₹585.88 Cr
Performance
1Y
Fund6.81%
Cat. Avg.1.93%
2Y
Fund5.26%
Cat. Avg.2.77%
3Y
Fund19.48%
Cat. Avg.10.71%
5Y
FundN/A
Cat. Avg.10.80%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund19.15%
Cat. Avg.6.96%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | BSE Limited | 32.36 | 5.72% |
| 2 | Hero MotoCorp Limited | 19.39 | 3.43% |
| 3 | The Federal Bank Limited | 18.84 | 3.33% |
| 4 | Multi Commodity Exchange of India Limited | 17.99 | 3.18% |
| 5 | Lupin Limited | 16.56 | 2.93% |
| 6 | Indus Towers Limited | 15.97 | 2.82% |
| 7 | Persistent Systems Limited | 15.66 | 2.77% |
| 8 | IndusInd Bank Limited | 14.62 | 2.58% |
| 9 | PB Fintech Limited | 14.35 | 2.54% |
| 10 | Suzlon Energy Limited | 14.17 | 2.50% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 64301 | +7.2% | +15.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.33 L. | +10.8% | +10.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.15 L. | +19.5% | +12.4% |
| SI | 07 Apr, 22 | 2.60 L. | 3.79 L. | +45.6% | +18.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.07 L. | +6.8% | +6.8% |
| 2Y | 15 Jul, 24 | 1 L. | 1.11 L. | +10.8% | +5.3% |
| 3Y | 17 Jul, 23 | 1 L. | 1.70 L. | +70.2% | +19.4% |
| SI | 31 Mar, 22 | 1 L. | 2.12 L. | +112.2% | +19.2% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.