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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 202641.76
CategoryMid Cap
PlanRegular · Idcw
Launched31 Jan 2011
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 150 MidCap TRI
Expense ratiodirect plan, a year1.78%
AUM₹121 Cr
Growth of ₹10,000₹11,4352 Sep 2021 to 2 Sep 2026
₹13,089₹11,713₹10,338₹8,963₹7,588Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹11,435 (+2.7% a year) Axis Midcap Fund

Performance (trailing, annualised)

1Y annualised-0.88%
3Y annualised6.34%
5Y annualised2.72%
10Y annualised6.17%

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 ₹1,24,5167.02%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,75,6522.78%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,79,3054.91%

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

Calendar years

Calendar 202128.26%
Calendar 2022-13.51%
Calendar 202317.10%
Calendar 202419.71%
Calendar 2025-7.41%

Rolling returns

Rolling 1Y · average749 windows since 29 Feb 201211.97%
Rolling 1Y · median5.46%
Rolling 1Y · worst window-22.65%
Rolling 1Y · best window84.79%
Rolling 1Y · windows positive67%
Rolling 3Y · average646 windows since 24 Feb 201410.99%
Rolling 3Y · median9.39%
Rolling 3Y · worst window-5.12%
Rolling 3Y · best window36.84%
Rolling 3Y · windows positive95%
Rolling 5Y · average543 windows since 29 Feb 20169.55%
Rolling 5Y · median9.57%
Rolling 5Y · worst window-4.56%
Rolling 5Y · best window19.99%
Rolling 5Y · windows positive96%

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

Risk

Volatility (3Y)16.92%
Downside deviation (3Y)13.52%
Maximum drawdown-26.95%

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.

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