Axis Mid Cap Fund
Direct · Growth ₹141.62
20 Jul 2026
NAV
19.5%
3Y CAGR
19.4%
5Y CAGR
19.1%
10Y CAGR
19.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.61
Sharpe
-29.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.97 L | 23.9% | -35.9% | 133.5% |
| 3 Years | ₹36.00 L | ₹46.22 L | 18.9% | -6.9% | 44.3% |
| 5 Years | ₹60.00 L | ₹96.50 L | 19.1% | 1.9% | 30.8% |
| 7 Years | ₹84.00 L | ₹1.66 Cr | 19.5% | 8.2% | 26.5% |
| 10 Years | ₹1.20 Cr | ₹3.23 Cr | 19.3% | 16.4% | 22.9% |
| 12 Years | ₹1.44 Cr | ₹4.88 Cr | 19.0% | 16.2% | 21.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 23.9% | 22.1% | 21.6% | +1.8% |
| 3 Years | 18.9% | 17.4% | 20.0% | +1.5% |
| 5 Years | 19.1% | 16.5% | 19.4% | +2.6% |
| 7 Years | 19.5% | 16.7% | 19.3% | +2.8% |
| 10 Years | 19.3% | 16.6% | 19.4% | +2.7% |
| 12 Years | 19.0% | 16.3% | 18.9% | +2.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.8% | 17.0% | -15.5% | 102.7% | 0.67 | 3.85 | 87% | — | — |
| 3 Years | 19.5% | 19.7% | 4.9% | 36.8% | 2.23 | 294.68 | 100% | — | — |
| 5 Years | 19.4% | 20.4% | 5.1% | 30.2% | 2.57 | 308.60 | 100% | — | — |
| 10 Years | 19.1% | 18.9% | 15.2% | 23.4% | 6.61 | — | 100% | — | — |
-29.4%
Max Drawdown
1 mo
Drawdown Duration
5 mo
Recovery Time
-5.3%
Avg Drawdown
Calmar Ratio by Duration
0.77
1Y
0.66
3Y
0.66
5Y
0.65
7Y
0.65
10Y
0.70
12Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.61 | 0.87 | 88.6% | 86.1% | 6.3% | 4.4% |
| 3 Years | +1.37 | 0.83 | 84.7% | 82.4% | 18.1% | 18.8% |
| 5 Years | -0.02 | 0.83 | 83.4% | 82.4% | 15.2% | 17.1% |
| 7 Years | +2.17 | 0.81 | 81.8% | 78.8% | 20.2% | 20.7% |
| 10 Years | +3.15 | 0.79 | 79.7% | 75.3% | 18.2% | 17.3% |
| 12 Years | +2.66 | 0.80 | 80.9% | 77.1% | 17.3% | 16.7% |
| 15 Years | +3.18 | 0.81 | 82.0% | 77.3% | 16.8% | 15.3% |
82
Total Holdings
26.3%
Top 10 Weight
31
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | The Federal Bank Limited | 3.83% |
| 2 | Fortis Healthcare Limited | 3.54% |
| 3 | Multi Commodity Exchange of India Limited | 3.04% |
| 4 | GE Vernova T&D India Limited | 2.90% |
| 5 | BSE Limited | 2.39% |
| 6 | Schaeffler India Limited | 2.22% |
| 7 | Cummins India Limited | 2.11% |
| 8 | Apar Industries Limited | 2.09% |
| 9 | Solar Industries India Limited | 2.07% |
| 10 | The Indian Hotels Company Limited | 2.06% |