Axis Mid Cap Fund Direct Growth

Scheme code: INF846K01EH3 NAV value: ₹ 120.8900 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	5.45	56.76	33.86	35.89
3 year	12.24	31.58	21.51	26.04
5 year	7.02	29.19	19.54	18.23
7 year	13.16	24.15	18.95	17.11
10 year	15.23	23.85	19.87	19.58
12 year	19.05	20.96	20.08	19.98

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.77	27.85	33.86
3 year	11.28	45.45	27.04	21.51
5 year	2.1	39.21	17.39	19.54
7 year	4.3	21.04	14.32	18.95
10 year	0.52	21.2	10.89	19.87
12 year	0.21	19.63	10.67	20.08
15 year	4.97	19.36	10.46

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	29.29	33.86
3 year	11.11	42.73	26.36	21.51
5 year	0.33	37.55	15.88	19.54
7 year	4.52	19.53	13.82	18.95
10 year	3.36	21.04	13.39	19.87
12 year	3.48	19.67	13.16	20.08
15 year	7.73	20.72	13.14

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.45	33.86
3 year	13.61	42.26	26.48	21.51
5 year	4.41	36.78	18.12	19.54
7 year	7.26	20.87	16.06	18.95
10 year	5.58	22.47	14.68	19.87
12 year	4.77	21.65	14.06	20.08
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	84	34.98	33.86
3 year	14.52	45.86	31.83	21.51
5 year	8.28	40.38	23.11	19.54
7 year	14.14	28.21	22.09	18.95
10 year	14.44	28.8	21.87	19.87
12 year	10.67	28.77	21.53	20.08
15 year	14.1	29.21	20.89

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	21.81	33.86
3 year	4.76	30.51	15.88	21.51
5 year	6.69	25.56	14.86	19.54
7 year	8.9	21.06	15.78	18.95
10 year	9.82	25.87	16.94	19.87
12 year	11.27	24.54	16.77	20.08
15 year	12.8	22.2	16.54

Rolling return for 1 year

- Average return: 33.86% - Median return: 37.27% - Average standard deviation: 5.71

Rolling return for 3 year

- Average return: 21.51% - Median return: 21.29% - Average standard deviation: 1.84

Rolling return for 5 year

- Average return: 19.54% - Median return: 19.96% - Average standard deviation: 1.03

Rolling return for 7 year

- Average return: 18.95% - Median return: 18.83% - Average standard deviation: 0.77

Rolling return for 10 year

- Average return: 19.87% - Median return: 20% - Average standard deviation: 0.55

Rolling return for 12 year

- Average return: 20.08% - Median return: 20.13% - Average standard deviation: 0.61

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,45,876	1,45,876	12.16
3 year	36,00,000	48,28,046	12,28,046	10.28
5 year	60,00,000	1,00,76,295	40,76,295	10.93
7 year	84,00,000	1,66,42,642	82,42,642	10.26
10 year	1,20,00,000	3,30,22,573	2,10,22,573	10.65
12 year	1,44,00,000	4,95,33,697	3,51,33,697	10.84

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.02	12.16
3 year	13.52	10.28
5 year	11.1	10.93
7 year	8.58	10.26
10 year	7.33	10.65
12 year	7.49	10.84

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	8.45	12.16
3 year	13.17	10.28
5 year	10.58	10.93
7 year	8.06	10.26
10 year	7.88	10.65
12 year	7.95	10.84

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.14	12.16
3 year	12.89	10.28
5 year	11.21	10.93
7 year	9.03	10.26
10 year	8.85	10.65
12 year	8.75	10.84

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	9.06	12.16
3 year	15.28	10.28
5 year	14.09	10.93
7 year	12.08	10.26
10 year	12.95	10.65
12 year	13.14	10.84

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.82	12.16
3 year	7.27	10.28
5 year	8.09	10.93
7 year	7.95	10.26
10 year	9.36	10.65
12 year	9.44	10.84

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,45,876 - Absolute Returns: ₹1,45,876 - CAGR: 12.16%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,28,046 - Absolute Returns: ₹12,28,046 - CAGR: 10.28%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,00,76,295 - Absolute Returns: ₹40,76,295 - CAGR: 10.93%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,66,42,642 - Absolute Returns: ₹82,42,642 - CAGR: 10.26%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,30,22,573 - Absolute Returns: ₹2,10,22,573 - CAGR: 10.65%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,95,33,697 - Absolute Returns: ₹3,51,33,697 - CAGR: 10.84%