OmniAsset
Get app

OmniAsset › Mutual funds › Axis Midcap Fund

Axis Midcap Fund

Mid Cap fund benchmarked to BSE 150 MidCap TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026122.48
CategoryMid Cap
PlanRegular · Growth
Launched31 Jan 2011
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 150 MidCap TRI
Expense ratiodirect plan, a year1.78%
AUM₹21,036 Cr
Growth of ₹10,000₹17,9752 Sep 2021 to 2 Sep 2026
₹18,218₹15,791₹13,365₹10,938₹8,512Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,975 (+12.4% a year) Axis Midcap Fund

Performance (trailing, annualised)

1Y annualised8.29%
3Y annualised15.88%
5Y annualised12.44%
10Y annualised16.39%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,29,05014.22%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,29,17511.75%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,62,22014.48%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202139.93%
Calendar 2022-5.07%
Calendar 202329.59%
Calendar 202430.01%
Calendar 20251.00%

Rolling returns

Rolling 1Y · average749 windows since 29 Feb 201220.20%
Rolling 1Y · median14.76%
Rolling 1Y · worst window-16.38%
Rolling 1Y · best window99.72%
Rolling 1Y · windows positive84%
Rolling 3Y · average646 windows since 24 Feb 201419.61%
Rolling 3Y · median19.02%
Rolling 3Y · worst window4.40%
Rolling 3Y · best window40.50%
Rolling 3Y · windows positive100%
Rolling 5Y · average543 windows since 29 Feb 201618.46%
Rolling 5Y · median19.44%
Rolling 5Y · worst window4.57%
Rolling 5Y · best window28.53%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)14.82%
Downside deviation (3Y)10.73%
Maximum drawdown-19.87%

Management

Fund managerMr. Shreyash Devalkar, Ms. Krishnaa N, Mr. Nitin Arora
Managing since7 Jun 2024

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker