Axis Nifty Midcap 50 Index Fund

Yes! You can set up an SWP to receive regular cash payouts, or an STP to transfer money between Axis fundsall 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. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

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.

By investing in Indias 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 Indias economy.

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 markets performance for this group of companies.

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 sectors ups and downs, improving stability and growth potential in long term.

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.

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.

Wide diversification: Get exposure to of Indias 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 youre investing in and easily track your portfolio performance.Long-term growth potential: Participate in Indias economic expansion over the years.

The Axis Nifty Midcap 50 Index Fund is a CLOUDFRONT_BASE_URL/micro-investing/passives">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 Indias mid-cap segment.

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.

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.

The Nifty Midcap 50 Index tracks 50 of Indias 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 Indias mid-sized firms, many of which may become tomorrows market leaders

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

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.