FundLens
78
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
7.5%
+2.5% vs index
3 Years
15.7%
+0.5% vs index
5 Years
Since launch
19.0%

Year-by-year performance

last entry = YTD
2023
+50.1%
2024
+21.6%
2025
+8.3%
2026
+3.9%

Why this score

Axis Nifty Midcap 50 Index scores 78/100 — #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 return15.67% · 95th percentile in category
Sharpe ratio0.52 · 97th percentile in category
Expense ratio0.29% · 93rd percentile in category
Sortino ratio0.70 · 97th percentile in category
Volatility17.79 · 21st percentile in category
1Y return7.54% · 97th percentile in category

Top holdings

top 5 = 19.3% of portfolio
1.BSE Ltd5.67%
2.The Federal Bank Ltd3.72%
3.Multi Commodity Exchange Of India Ltd3.67%
4.Laurus Labs Ltd3.15%
5.One 97 Communications Ltd3.06%

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

Other Index — Mid Cap funds