Axis Nifty Midcap 50 Index vs Tata 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 77/100 vs 66/100. Axis Nifty Midcap 50 Index has the stronger risk-adjusted profile (Sortino 0.97 vs -0.15), 3-year returns of 19.2% vs —, and an expense ratio of 0.29% vs 0.23%. Scores are relative to all Index — Mid Cap peers and refresh with every data update.
| Metric | Buy | Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 6.2%BEST | 3.7% | |
3Y return ↑ higher is better | 19.2%BEST | — | |
5Y return ↑ higher is better | — | — | |
Since launch ↑ higher is better | 19.4%BEST | 4.7% | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +2.3%BEST | -0.2% | |
3Y vs index fund minus its own index | +0.6%BEST | — | |
5Y vs index fund minus its own index | — | — | |
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.71BEST | -0.11 | |
Sortino ratio ↑ higher is better | 0.97BEST | -0.15 | |
Std deviation ↓ lower is better | 17.87 | 15.92BEST | |
Alpha ↑ higher is better | -2.93 | -1.79BEST | |
Beta ≈1 moves with the market | 1.02 | 1.00 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.29% | 0.23%BEST | |
Fund size ↑ higher is better | ₹698 CrBEST | ₹295 Cr | |
Portfolio P/E ↓ lower is better | — | — | |
| Ratings | |||
Value Research 1–5 stars | — | — | |
Morningstar 1–5 stars | — | — | |
| Details | |||
Fund manager | — | — | |
Benchmark | NIFTY Midcap 50 TRI | Nifty Midcap 150 TRI | |
Riskometer | Very High | Very High | |
Start date | 28 Mar 2022 | 02 Jun 2025 | |
Quick answers
Is Axis Nifty Midcap 50 Index better than Tata Nifty Midcap 150 Index?
Axis Nifty Midcap 50 Index currently edges it with a Smart Score of 77/100 vs 66/100. Axis Nifty Midcap 50 Index has the stronger risk-adjusted profile (Sortino 0.97 vs -0.15), 3-year returns of 19.2% vs —, and an expense ratio of 0.29% vs 0.23%. Scores are relative to all Index — Mid Cap peers and refresh with every data update.
Which is cheaper — Axis Nifty Midcap 50 Index or Tata Nifty Midcap 150 Index?
Tata Nifty Midcap 150 Index has the lower expense ratio: 0.23% vs 0.29% (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 0.97 vs -0.15. Sharpe ratios: Axis Nifty Midcap 50 Index 0.71, Tata Nifty Midcap 150 Index -0.11.