NAV
₹122.4900
as of 03 Aug 2026
Expense Ratio
1.56%
AUM
₹32,404 Cr
Lumpsum returns (CAGR)
- 1Y
- +9.66%
- 3Y
- +17.36%
- 5Y
- +13.73%
- Since Inception
- +17.63%
SIP returns (XIRR)
- 1Y
- +15.92%
- 3Y
- +12.75%
- 5Y
- +14.94%
- Since Inception
- +17.81%
What history actually did — last 10 years (Aug 2016 – Aug 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Aug 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹14,58,099 today — ₹5,95,000 invested, 17.3% XIRR.
₹5,95,000
Invested
₹14,58,099
Value today
17.3%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Aug 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹4,75,136 today (16.9% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹32,93,259.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹14,58,099 in this fund vs ₹16,31,368 in the benchmark — underperformance of ₹1,73,269.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Aug 2026) (22 Mar 2020) would be ₹4,05,999 today (4.06×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.75
Sharpe Ratio
+0.15
Alpha
0.09
Beta
0.74
Sortino
14.71%
Std Dev
-11.73%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1The Federal Bank Limited4.25%
- 2Fortis Healthcare Limited3.55%
- 3Ge Vernova T&D India Limited2.69%
- 4Apar Industries Limited2.43%
- 5The Indian Hotels Company Limited2.18%
- 6The Phoenix Mills Limited2.06%
- 7Solar Industries India Limited2.06%
- 8Schaeffler India Limited2.02%
- 9Ipca Laboratories Limited2.02%
- 10Cummins India Limited1.97%
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 ₹32,404 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