FundLens
80
Index — Mid CapStrong Buy

Axis Nifty Midcap 50 Index

Axis · Direct–Growth · rank #2 of 24 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
13.0%
+3.1% vs index
3 Years
17.1%
+0.9% vs index
5 Years
Since launch
19.5%

Year-by-year performance

last entry = YTD
2023
+50.1%
2024
+21.6%
2025
+8.3%
2026
+5.3%

Why this score

Axis Nifty Midcap 50 Index scores 80/100 — #2 of 24 Index — Mid Cap fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 95% of peers on 3y return. The main drag is its volatility (better than only 21% of peers).

Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.

3Y return17.08% · 95th percentile in category
Sharpe ratio0.59 · 97th percentile in category
Expense ratio0.29% · 94th percentile in category
Sortino ratio0.81 · 97th percentile in category
Volatility17.83 · 21st percentile in category
1Y return13.02% · 97th percentile in category

Top holdings

top 5 = 19.2% of portfolio
1.BSE Ltd6.41%
2.The Federal Bank Ltd3.81%
3.Laurus Labs Ltd3.04%
4.Hero Motocorp Ltd3.01%
5.Multi Commodity Exchange Of India Ltd2.96%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Mid Cap funds