Axis Nifty Midcap 50 Index Fund

The Nifty Midcap 50 Index tracks 50 of India’s largest and most traded mid-cap companies, selected from the Nifty Midcap 150 Index companies. These are fast-growing businesses spanning more than 15+ key sectors, such as financial services, technology, healthcare, capital goods, real estate, consumer products, chemicals, power, services and more. Investing in this index lets you capture the progress of India’s mid-sized firms, many of which may become tomorrow’s market leaders

The Axis Nifty Midcap 50 Index Fund is a passive mutual fund that invests directly in the top 50 midcap companies of the Nifty Midcap 150 Index. Instead of picking individual stocks, the fund aims to accurately track the index, providing a simple, cost-effective way for you to benefit from the growth of India’s mid-cap segment.

The Axis Nifty Midcap 50 Index Fund invests across 15+ sectors providing wide industry exposure, which helps reduce risk. Currently, the top sectors are Financial Services, FMCG, Capital Goods, Power, Consumer Services, Healthcare, Metals & Mining, Services and many more. This broad spread means your investment is not dependent on any one sector’s ups and downs, improving stability and growth potential in long term.

• Wide diversification: Get exposure to of India’s top 50 midcap companies in one investment.
• Low cost: Save on fees with a low expense ratio, so more of your money is invested.
• Easy access: Begin your investment journey with as little as ₹100.
• Transparency and simplicity: Know what you’re investing in and easily track your portfolio performance.
• Long-term growth potential: Participate in India’s economic expansion over the years.

By investing, you become a part-owner in leading mid-cap names, including: BSE Ltd, Max Healthcare Institute Ltd, Persistent Systems Ltd, Coforge Ltd, PB Fintech Ltd and many more. The fund also covers emerging businesses across many sectors, offering significant growth potential.

You can begin with just ₹100, either through a lump sum or a Systematic Investment Plan (SIP). This low starting point makes it easy for beginners or those with modest budgets to start building wealth.

Axis Nifty Midcap 50 Index Direct Growth Plan has low expense ratio of 0.26% (as of 31 July 2025). Lower expenses mean more of your money stays invested and working for you, rather than going towards fund management fees.

There is no lock-in period in Axis Nifty Midcap 50 Index Fund. You have full freedom to redeem your money anytime, subject to applicable exit load, giving you flexibility if your financial needs change. 

By investing in India’s emerging top 50 midcap companies across more than 15+ key sectors like Financial Services, FMCG, Capital Goods, Power, Consumer Services, Healthcare, Metals & Mining, Services your portfolio spreads risk effectively. Instead of relying on one or two stocks or sectors, you benefit from the broad market growth of emerging large companies across India’s economy.

You can invest online easily through:
•    Axis Mutual Fund website or mobile app
•    Banks
•    Financial platforms (Groww, Zerodha, Angel One) or distributors
Choose between lump sum or SIP to match your convenience.
 

The Index rebalances twice a year, so it always holds the current companies in the Nifty Midcap 50 Index, keeping your investment aligned with market changes.

Unlike active funds where managers try to pick winners, this passive fund replicates the Nifty Midcap 50 Index exactly. This means lower costs, higher transparency, and returns that closely mirror the broader market’s performance for this group of companies.

• Long-Term Capital Gains (LTCG): Gains after 1 year are taxed at 12.5% on profits beyond ₹1.25 lakh/year.
• Short-Term Capital Gains (STCG): Gains within 1 year are taxed at 20%. Holding your investment for over a year can help reduce tax outgo

Yes! You can set up an SWP to receive regular cash payouts, or an STP to transfer money between Axis funds—all designed to give you better control and flexibility over your investments.

Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.
For individual nature of tax implications, investors are requested to consult their tax advisors before investing.
Total Expense Ratio (TER) is of Axis Nifty Midcap 50 Index Fund Direct Growth Plan as on 31 July 2025. The TER of the Scheme is subject to change  at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.