Axis Nifty Mid Cap 50 Index Fund Direct Growth

Scheme code: INF846K019H0 NAV value: ₹ 18.7989 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-5.9165.3527.5927.279.23
3 year17.5632.4625.3725.6315.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6127.27
3 year 6.2830.9515.0425.63
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4927.27
3 year 6.5619.6413.5725.63
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7527.27
3 year 7.6821.4915.0625.63
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1627.27
3 year 8.0432.0317.8125.63
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,26,589 - Absolute Returns: ₹1,26,589 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,99,804 - Absolute Returns: ₹11,99,804 - CAGR: %

Drawdown Metrics

Max Drawdown

-20.27 %

Drawdown Duration

5 months

Recovery Time

8 months

Avg Drawdown

-4.09 %

Calmar Ratio by Duration

1 Y

1.3451

3 Y

1.2642

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 9.41 1.12 121.8 110.0 13.12 % 4.00 %
3 years 10.71 1.10 117.0 104.0 22.49 % 11.28 %
5 years 7.69 1.06 111.5 99.9 13.44 % 5.79 %
7 years 5.47 1.06 111.5 99.9 9.43 % 4.10 %
10 years 3.87 1.06 111.5 99.9 6.51 % 2.85 %
12 years 3.26 1.06 111.5 99.9 5.40 % 2.37 %
15 years 2.66 1.06 111.5 99.9 4.29 % 1.89 %