NAV
₹117.7400
as of 16 Jun 2026
Expense Ratio
1.56%
AUM
₹30,975 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.72%
- 3Y
- +16.64%
- 5Y
- +14.36%
- Since Inception
- +17.49%
SIP returns (XIRR)
- 1Y
- +8.94%
- 3Y
- +11.76%
- 5Y
- +14.09%
- Since Inception
- +17.61%
This fund trailed its benchmark
Top performers in Mid Cap by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹92,000
Invested
₹3,93,771
Value today
17.2%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹11,374
Value today
17.2%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹9,20,000
Withdrawn
₹74,36,667
Corpus left
+₹73,56,667 net gain — withdrew ₹9,20,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹68,90,975
Value today
+1.0%
vs lumpsum
STP beat direct lumpsum by 1.0% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,76,632
Value today
3.8×
Multiple
Staying invested through that crash turned ₹1L into ₹3,76,632 — a 3.8× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.10
Sharpe Ratio
-0.01
Alpha
0.38
Beta
-0.10
Sortino
16.02%
Std Dev
-16.97%
Max Drawdown
Performance Comparison
Thinking about Axis Mid Cap Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
portfolio shared with Axis Midcap Fund - Direct Plan - IDCW
- 1The Federal Bank Limited3.87%
- 2Fortis Healthcare Limited3.56%
- 3Multi Commodity Exchange Of India Limited3.43%
- 4Ge Vernova T&D India Limited2.59%
- 5Schaeffler India Limited2.25%
- 6Bse Limited2.14%
- 7The Indian Hotels Company Limited2.03%
- 8The Phoenix Mills Limited1.96%
- 9Cummins India Limited1.92%
- 10Ipca Laboratories Limited1.90%
Investment Objective
Axis Mid Cap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Axis Mid Cap Fund · Regular · Growth is a Mid Cap mutual fund offered by Axis Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹30,975 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE MIDCAP 150 TRI. The current expense ratio is 1.56%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations