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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 202655.8
CategoryMid Cap
PlanDirect · Idcw
Launched31 Jan 2011
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 150 MidCap TRI
Expense ratiodirect plan, a year0.84%
AUM₹49.9 Cr
Growth of ₹10,000₹12,0752 Sep 2021 to 2 Sep 2026
₹13,553₹12,096₹10,640₹9,184₹7,728Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,075 (+3.8% a year) Axis Midcap Fund

Performance (trailing, annualised)

1Y annualised0.13%
3Y annualised7.46%
5Y annualised3.84%
10Y annualised7.86%

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 ₹1,25,1708.05%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,81,7103.84%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,98,6626.03%

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

Calendar years

Calendar 202129.21%
Calendar 2022-12.50%
Calendar 202318.33%
Calendar 202421.08%
Calendar 2025-6.47%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 201414.46%
Rolling 1Y · median7.59%
Rolling 1Y · worst window-21.08%
Rolling 1Y · best window102.68%
Rolling 1Y · windows positive67%
Rolling 3Y · average551 windows since 4 Jan 201610.68%
Rolling 3Y · median9.93%
Rolling 3Y · worst window-2.81%
Rolling 3Y · best window33.45%
Rolling 3Y · windows positive98%
Rolling 5Y · average448 windows since 3 Jan 201810.47%
Rolling 5Y · median10.23%
Rolling 5Y · worst window-2.33%
Rolling 5Y · best window24.26%
Rolling 5Y · windows positive98%

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)13.48%
Maximum drawdown-26.23%

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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