Axis Nifty Midcap 50 Index vs SBI Nifty Midcap 150 Index
Data updated · direct-growth plans · not investment advice
Axis Nifty Midcap 50 Index currently edges it with a Smart Score of 78/100 vs 63/100. Axis Nifty Midcap 50 Index has the stronger risk-adjusted profile (Sortino 0.59 vs 0.53), 3-year returns of 14.4% vs 13.3%, and an expense ratio of 0.29% vs 0.47%. Scores are relative to all Index — Mid Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | -1.4%BEST | -3.0% | ||
3Y return | 14.4%BEST | 13.3% | ||
5Y return | — | — | ||
Since launch | 16.7%BEST | 16.3% | ||
| Vs category benchmark | ||||
1Y vs index | +1.4%BEST | -0.1% | ||
3Y vs index | +0.8%BEST | -0.3% | ||
5Y vs index | — | — | ||
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | ||
| Risk | ||||
Sharpe ratio | 0.44BEST | 0.40 | ||
Sortino ratio | 0.59BEST | 0.53 | ||
Std deviation | 17.95 | 17.12BEST | ||
Alpha | -2.30 | -2.21BEST | ||
Beta | 1.03 | 1.00 | ||
| Cost & size | ||||
Expense ratio | 0.29%BEST | 0.47% | ||
Fund size | ₹732 Cr | ₹1.2k CrBEST | ||
Portfolio P/E | — | — | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | — | — | ||
Benchmark | NIFTY Midcap 50 TRI | Nifty Midcap 150 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 28 Mar 2022 | 03 Oct 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Axis Nifty Midcap 50 Index better than SBI Nifty Midcap 150 Index?
Axis Nifty Midcap 50 Index currently edges it with a Smart Score of 78/100 vs 63/100. Axis Nifty Midcap 50 Index has the stronger risk-adjusted profile (Sortino 0.59 vs 0.53), 3-year returns of 14.4% vs 13.3%, and an expense ratio of 0.29% vs 0.47%. Scores are relative to all Index — Mid Cap peers and refresh with every data update.
Which is cheaper — Axis Nifty Midcap 50 Index or SBI Nifty Midcap 150 Index?
Axis Nifty Midcap 50 Index has the lower expense ratio: 0.29% vs 0.47% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Axis Nifty Midcap 50 Index leads with 0.59 vs 0.53. Sharpe ratios: Axis Nifty Midcap 50 Index 0.44, SBI Nifty Midcap 150 Index 0.40.