NAV
₹120.8200
as of 15 Jul 2026
Expense Ratio
1.56%
AUM
₹30,975 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.90%
- 3Y
- +16.91%
- 5Y
- +13.80%
- Since Inception
- +17.53%
SIP returns (XIRR)
- 1Y
- +11.47%
- 3Y
- +11.99%
- 5Y
- +14.36%
- Since Inception
- +17.67%
What history actually did — last 10 years (Jul 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹14,49,494 today — ₹6,00,000 invested, 17.0% XIRR.
₹6,00,000
Invested
₹14,49,494
Value today
17.0%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹4,71,440 today (16.8% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹32,64,904.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹14,49,494 in this fund vs ₹16,29,966 in the benchmark — underperformance of ₹1,80,472.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹3,97,216 today (3.97×).
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, annualised0.54
Sharpe Ratio
+0.12
Alpha
0.09
Beta
0.53
Sortino
15.19%
Std Dev
-11.73%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1The Federal Bank Limited3.83%
- 2Fortis Healthcare Limited3.54%
- 3Multi Commodity Exchange Of India Limited3.04%
- 4Ge Vernova T&D India Limited2.90%
- 5Bse Limited2.39%
- 6Schaeffler India Limited2.22%
- 7Cummins India Limited2.11%
- 8Apar Industries Limited2.09%
- 9Solar Industries India Limited2.07%
- 10The Indian Hotels Company Limited2.06%
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