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Axis Nifty Midcap 50 Index Fund(IDCW)

IDCW
19.871.70% (+0.33)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Axis Nifty Midcap 50 Index Fund(IDCW)

IDCW
EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 415 Cr
Very High RiskPrinciple investment will be at very high risk
19.871.70% (+0.33)

Price Chart

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Returns
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1M
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Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 415 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.2551.111.78
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.5744.110.78

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.25%
0.25% on or before 7D Nil after 7D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Midcap 50 - TRI

About Index Fund

Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.

Peers & Comparison

Comparing 3 mutual funds from 
EquityIndex Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Nifty Midcap 50 Index Fund(IDCW)42.10%—31.12%
UTI Nifty 50 Index Fund(IDCW)28.43%12.87%13.84%
ICICI Pru Nifty 50 Index Fund(IDCW-Payout)28.36%12.84%14.76%
SBI Nifty Index Fund(IDCW-Payout)28.44%12.87%13.64%

Price Comparison

Compare Axis Nifty Midcap 50 Index Fund(IDCW) with any MF, ETF, stock or index
Compare Axis Nifty Midcap 50 Index Fund(IDCW) with any MF, ETF, stock or index
Axis Nifty Midcap 50 Index Fund(IDCW)
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Aug 2024

ACTUAL
Cash & EquivalentsEquity-0.02%100.02%

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Distribution

+26 moreElectrical Components & EquipmentsTelecom ServicesPharmaceuticalsIT Services & ConsultingPrivate Banks60.84 %4.90 %5.65 %7.87 %9.95 %10.79 %

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Aug 2410.95%11.44%10.66%11.23%11.07%10.79%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Suzlon Energy Ltd
    SUZLON
    3M change : 1.28 %

    Holdings

    4.90 %

    1.28 %
  • Max Healthcare Institute Ltd
    MAXHEALTH
    3M change : -0.61 %

    Holdings

    3.88 %

    -0.61 %
  • Indian Hotels Company Ltd
    INDHOTEL
    3M change : -0.09 %

    Holdings

    3.42 %

    -0.09 %

AMC Profile

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    67

  • Total AUM

    ₹ 3,20,215.97 Cr.

Fund Manager Profile

Karthik Kumar

AUM:  ₹10,754.22 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 14yrs

Mayank Hyanki

AUM:  ₹30,703.08 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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