Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.02%
1 Month-9.90%
3 Months-8.42%
6 Months-8.00%
1 Year+1.33%
3 Years (CAGR)+16.84%
5 Years (CAGR)+13.29%
10 Years (CAGR)+16.08%
Since Inception (Feb 2011)+16.69%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-10.52%
3 Year SIP+5.59%
5 Year SIP+9.90%
Since Inception (Feb 2011)+16.45%
Fund Details
Fund HouseAxis Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹31,977 Cr
Expense Ratio1.56%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date24 Feb 2011
AMFI Code114564
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Axis Midcap Fund - Regular Plan - 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 Midcap Fund - Regular Plan - 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 ₹31,977 Cr, reflecting investor confidence in the fund's strategy. 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