Axis Nifty Midcap 50 Index Fund Regular Plan Idcw

16.80
NAV (Apr 26,2024)

The Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW is a popular investment option for those looking to diversify their portfolio. With an expense ratio of 0.98%, it offers a cost-effective investment solution. The fund has a P/E ratio of 41.96 and a P/B ratio of 6.74, indicating the potential for future growth. With a minimum investment of INR 100 and no lock-in period, it offers flexibility to investors. Established on March 28, 2022, the fund has already accumulated an impressive asset under management (AUM) of INR 200.08.

Axis Nifty Midcap 50 Index Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Axis Nifty Midcap 50 Index Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    45.80
  • P/B Ratio
    UM_URBAN_MONEY

    8.02
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.99
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.30

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.98%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

264.67 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,627.36 (6.27%)12,877.33 (28.77%)15,805.08 (58.05%)-- (--)-- (--)
31,882.08 (6.27%)38,631.99 (28.77%)47,415.24 (58.05%)-- (--)-- (--)
53,136.8 (6.27%)64,386.65 (28.77%)79,025.4 (58.05%)-- (--)-- (--)
85,018.88 (6.27%)1,03,018.64 (28.77%)1,26,440.64 (58.05%)-- (--)-- (--)
1,06,273.6 (6.27%)1,28,773.3 (28.77%)1,58,050.8 (58.05%)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Max Healthcare Institute Limited4.46%
  • The Indian Hotels Company Limited4.00%
  • Persistent Systems Limited3.20%
  • Cummins India Limited3.18%
  • Suzlon Energy Limited3.15%
  • Lupin Limited3.05%
  • Yes Bank Limited3.00%
  • HDFC Asset Management Company Limited2.94%
  • Tube Investments of India Limited2.88%
  • The Federal Bank Limited2.63%
  • Coforge Limited2.62%
  • Aurobindo Pharma Limited2.39%
  • Hindustan Petroleum Corporation Limited2.36%
  • Bharat Heavy Electricals Limited2.34%
  • IDFC First Bank Limited2.33%
  • PI Industries Limited2.29%
  • Bharat Forge Limited2.25%
  • AU Small Finance Bank Limited2.12%
  • MRF Limited2.12%
  • Dixon Technologies India Limited2.07%
  • Godrej Properties Limited2.05%
  • Alkem Laboratories Limited1.93%
  • Ashok Leyland Limited1.92%
  • Astral Limited1.92%
  • Max Financial Services Limited1.92%
  • Container Corporation of India Limited1.89%
  • Polycab India Limited1.84%
  • Tata Communications Limited1.83%
  • NMDC Limited1.80%
  • UPL Limited1.69%
  • Clearing Corporation of India Ltd1.68%
  • Page Industries Limited1.64%
  • Oracle Financial Services Software Limited1.60%
  • MphasiS Limited1.55%
  • Petronet LNG Limited1.54%
  • Steel Authority of India Limited1.51%
  • GMR Airports Infrastructure Limited1.49%
  • Indus Towers Limited1.47%
  • Balkrishna Industries Limited1.43%
  • Oberoi Realty Limited1.34%
  • Jubilant Foodworks Limited1.34%
  • ACC Limited1.31%
  • Mahindra & Mahindra Financial Services Limited1.28%
  • Dalmia Bharat Limited1.20%
  • L&T Technology Services Limited1.18%
  • Bandhan Bank Limited1.16%
  • Aditya Birla Capital Limited0.96%
  • L&T Finance Holdings Limited0.95%
  • Vodafone Idea Limited0.81%
  • Gujarat Gas Limited0.73%
  • Escorts Kubota Limited0.72%
  • Net Receivables Payables-1.03%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

24.82%

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.33%

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.31%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

14.33%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.08%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

12.06%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.96%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

11.52%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.12%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

10.10%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

44.50%

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.40%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

41.85%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

36.73%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

35.46%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.96%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.62%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.52%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

18.23%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

12.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

21.91%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

19.51%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

16.53%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.93%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.42%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

15.23%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.09%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.89%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.35%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

9.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

18.23%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.72%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.65%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

15.49%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.31%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

14.86%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.69%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

14.42%

Fund Managers

KK

Mr. Karthik KumarFund Manager

MH

Mr. Mayank HyankiFund Manager

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Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW

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