Axis Mid Cap Fund Direct Growth

Scheme code: INF846K01EH3 NAV value: ₹ 117.5100 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 29.80 56.76 41.34 46.76
3 year 14.59 24.95 19.97 24.94
5 year 20.30 28.99 24.56 27.21
7 year 18.98 22.92 20.84 19.09
10 year 17.27 22.80 19.75 19.79

Comparison vs benchmark returns

Index Metrics
NIFTY MIDCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.29 70.78 45.74 41.34
3 year 17.23 32.24 25.94 19.97
5 year 20.64 32.41 26.7 24.56
7 year 14.08 20.56 18.09 20.84
10 year 14.89 21.02 17.75 19.75
NIFTY MIDCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.1 68.66 47.21 41.34
3 year 17.16 31.71 25.61 19.97
5 year 20.26 31.67 26.2 24.56
7 year 13.13 19.18 16.67 20.84
10 year 14.57 20.81 17.86 19.75
NIFTY MIDCAP 150
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.34 65.66 45.64 41.34
3 year 16.36 30.89 24.93 19.97
5 year 21.11 31.93 26.72 24.56
7 year 14.28 20.7 18.26 20.84
10 year 15.84 22.38 19.39 19.75
NIFTY MIDCAP150 MOMENTUM 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.55 84.98 58.48 41.34
3 year 17.94 42.14 30.5 19.97
5 year 28.43 40.36 34.39 24.56
7 year 18.07 26.48 23.71 20.84
10 year 20.42 28.64 25.75 19.75
NIFTY MIDCAP150 QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.56 47.48 31.63 41.34
3 year 6.62 17.63 13.26 19.97
5 year 13.89 23.2 18.63 24.56
7 year 10.19 16.77 14.29 20.84
10 year 12.77 19.08 16.34 19.75

Rolling return for 1 year

Average return: 41.34%
Min Max Min-Max Max-Min Standard Deviation Mean From To
33.35 30.33 33.35 30.33 1.51 31.84 01-2024 01-2025
36.89 34.88 41.46 30.52 3.93 35.94 12-2023 12-2024
40.73 37.46 47.42 31.23 5.84 39.21 11-2023 11-2024
46.22 48.88 56.76 38.87 6.4 47.68 10-2023 10-2024
46.18 47.17 52.19 41.36 3.85 46.72 09-2023 09-2024
41.62 46.91 52.52 36.41 6 44.36 08-2023 08-2024
46.99 47.91 52.9 42.2 3.8 47.5 07-2023 07-2024
37.07 47.23 54.46 30.65 9.15 42.35 06-2023 06-2024
41.32 43.85 52.91 32.94 7.12 42.76 05-2023 05-2024
43.72 44.2 49.63 38.5 3.94 44.01 04-2023 04-2024
38.68 39.08 46.41 31.75 5.19 38.98 03-2023 03-2024
33.48 35.97 39.83 29.8 3.65 34.77 02-2023 02-2024

Rolling return for 3 year

Average return: 19.97%
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.68 17.16 20.68 17.16 1.76 18.92 01-2022 01-2025
20.16 19.04 21.48 17.74 1.38 19.6 12-2021 12-2024
17.12 16.38 18.95 14.59 1.56 16.76 11-2021 11-2024
18.04 18.07 20.81 15.37 1.92 18.07 10-2021 10-2024
20.07 20.16 21.69 18.55 1.11 20.12 09-2021 09-2024
20.01 20.49 23.01 17.55 1.94 20.26 08-2021 08-2024
22.32 22.07 23.93 20.47 1.23 22.2 07-2021 07-2024
20.07 22.85 24.95 18.06 2.63 21.48 06-2021 06-2024
21.05 21.98 24.27 18.81 1.96 21.53 05-2021 05-2024
21.17 21.24 22.81 19.62 1.13 21.21 04-2021 04-2024
19.08 19.02 21.25 16.89 1.54 19.06 03-2021 03-2024
21.01 19.73 22.9 17.89 1.83 20.38 02-2021 02-2024

Rolling return for 5 year

Average return: 24.56%
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.03 23.47 25.03 23.47 0.78 24.25 01-2020 01-2025
24.87 25.16 25.69 24.34 0.49 25.02 12-2019 12-2024
23.74 24.41 24.9 23.25 0.63 24.08 11-2019 11-2024
25.41 25.69 27.17 23.95 1.14 25.56 10-2019 10-2024
27.96 26.76 28.99 25.74 1.22 27.36 09-2019 09-2024
26.73 27.78 28.63 25.9 1.03 27.26 08-2019 08-2024
27.08 26.31 28.09 25.32 1.02 26.7 07-2019 07-2024
23.48 25.48 26.46 22.51 1.57 24.48 06-2019 06-2024
23.68 24.05 25.64 22.11 1.25 23.87 05-2019 05-2024
22.13 22.79 23.12 21.8 0.52 22.46 04-2019 04-2024
21.29 21.61 22.61 20.3 0.82 21.45 03-2019 03-2024
22.1 22.4 23.24 21.27 0.7 22.25 02-2019 02-2024

Rolling return for 7 year

Average return: 20.84%
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.37 19.52 20.37 19.52 0.43 19.94 01-2018 01-2025
20.46 20.23 21.03 19.67 0.49 20.35 12-2017 12-2024
20.18 20.29 20.98 19.49 0.53 20.24 11-2017 11-2024
21.2 21.69 22.41 20.48 0.7 21.44 10-2017 10-2024
22.21 21.93 22.92 21.23 0.61 22.07 09-2017 09-2024
21.58 22 22.88 20.71 0.78 21.79 08-2017 08-2024
21.77 21.86 22.46 21.17 0.46 21.82 07-2017 07-2024
20.5 21.86 22.58 19.8 1.09 21.18 06-2017 06-2024
20.54 20.99 21.9 19.63 0.82 20.76 05-2017 05-2024
20.02 20.16 20.71 19.47 0.44 20.09 04-2017 04-2024
20.06 19.91 20.99 18.98 0.71 19.98 03-2017 03-2024
20.24 20.59 21.04 19.79 0.46 20.42 02-2017 02-2024

Rolling return for 10 year

Average return: 19.75%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.77 17.27 17.77 17.27 0.25 17.52 01-2015 01-2025
18.36 17.97 18.74 17.58 0.43 18.16 12-2014 12-2024
18.02 17.98 18.56 17.43 0.4 18 11-2014 11-2024
19.1 19.2 19.93 18.37 0.55 19.15 10-2014 10-2024
19.68 19.4 20.17 18.92 0.45 19.54 09-2014 09-2024
19.78 19.91 20.67 19.02 0.59 19.84 08-2014 08-2024
20 19.73 20.47 19.26 0.44 19.87 07-2014 07-2024
19.36 19.66 20.79 18.24 0.91 19.51 06-2014 06-2024
21.12 20 22.08 19.06 1.14 20.56 05-2014 05-2024
21.29 21.2 21.78 20.71 0.38 21.24 04-2014 04-2024
21.72 21.06 22.38 20.41 0.73 21.39 03-2014 03-2024
22.23 22.25 22.8 21.68 0.4 22.24 02-2014 02-2024