Axis Midcap Fund

Mid CapEquityVery High risk Rank 24 of 35

NAV · Direct-Growth

₹144.39+0.39+0.27%

As of 17 Aug 2026 · AMFI

NAV growth+9.3%

Aug ’25Aug ’26

Arthkar verdictStrong on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Cost

Average

0.57% vs NaN% peers

Volatility

Below average

16.1% vs 18.0% cat (3Y)

Consistency

Strong

positive in 10 of 12 years

Beats its Mid Cap category on 1Y, 3Y & 5Y — and has been steadier than peers.

1Y return

+10.8%

+3.6 vs cat

3Y CAGR

+18.6%

+2.7 vs cat

5Y CAGR

+15.0%

+0.8 vs cat

AUM

₹32.9K Cr

fund size

Expense

0.57%

direct plan

Volatility 3Y

16.1%

▼ vs 18.0%

Go deeper on Axis Midcap Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Axis Midcap Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Axis Midcap Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Axis Midcap Fund is a Mid Cap scheme from Axis. The portfolio is ~97% in equities. Long-run track record: about 15.0% CAGR over 5 years. Volatility is typical for equity — 20–30 % drawdowns happen during market stress. Worst historical drawdown: -100% in Apr 2013, recovered in 9 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF846K01EH3

NAV (Direct-Growth)

₹144.3900

Last 1Y

+9.31%

Aug 25Min ₹119.92 · Max ₹144.44 · 251 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Apr 2013

-100.0%

Peak ₹13.92 on 15 Jan 2013 → trough ₹0.00 on 7 Apr 2013 (3 months down).

Recovered in 9 months· 24 Dec 2013

Mar 2020

-29.4%

Peak ₹46.59 on 20 Feb 2020 → trough ₹32.91 on 23 Mar 2020 (1 months down).

Recovered in 5 months· 26 Aug 2020

Feb 2016

-25.0%

Peak ₹29.07 on 5 Aug 2015 → trough ₹21.80 on 26 Feb 2016 (7 months down).

Recovered in 13 months· 30 Mar 2017

Jun 2022

-20.3%

Peak ₹81.84 on 18 Oct 2021 → trough ₹65.19 on 20 Jun 2022 (8 months down).

Recovered in 12 months· 6 Jun 2023

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.57% — well below typical 1% for equity.
AUM size
₹32.9K Cr — reasonable for a mid-cap fund.
Sector concentration
Top 3 sectors = 54.5% — diversified across sectors.
Style drift
Allocation matches the declared category mandate.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.35%	+0.33%	19/ 39
1M	+2.36%	+2.81%	26/ 39
3M	+7.18%	+5.45%	26/ 39
6M	+8.76%	+3.98%	21/ 38
YTD	+9.33%	+3.17%	11/ 37
1Y	+10.77%	+7.15%	24/ 36
2Y	+6.69%	+2.11%	16/ 35
3Y	+18.61%	+15.86%	24/ 35
5Y	+14.95%	+14.14%	21/ 29
7Y	+20.94%	+19.45%	17/ 27
10Y	+18.05%	+14.41%	7/ 24

Portfolio composition

Asset allocation

Equity96.93%
Debt0.11%
Cash2.96%

By market cap

Large cap14.09%
Mid cap73.21%
Small cap4.16%
Others8.54%

Concentration

Holdings

Avg market cap

₹75.6K Cr

Top 10 stocks

24.69%

Top 5 stocks

14.96%

Top 3 sectors

54.55%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

2
Nifty April 2026 Future
—3.83%
2
Nifty April 2026 Future
—3.83%
3
The Federal Bank Ltd
—3.82%
3
The Federal Bank Ltd
—3.82%
4
Fortis Healthcare Ltd
—3.43%
4
Fortis Healthcare Ltd
—3.43%
6
Multi Commodity Exchange of India Ltd
—2.96%
6
Multi Commodity Exchange of India Ltd
—2.96%
7
GE Vernova T&D India Ltd
—2.50%
7
GE Vernova T&D India Ltd
—2.50%
8
Schaeffler India Ltd
—2.25%
8
Schaeffler India Ltd
—2.25%
9
Ipca Laboratories Ltd
—2.11%
9
Ipca Laboratories Ltd
—2.11%
10
Indian Hotels Co Ltd
—2.04%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio35.7431.18+4.56
P/B ratio5.754.54+1.21
Price / Sales3.963.40+0.56
Price / Cash Flow27.0722.96+4.11
Dividend yield0.63%0.80%-0.17
Return on equity (ROE)20.20%18.19%+2.01

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
17.2516.1615.2819.4017.9716.47
Sharpe ratio
Risk-adjusted return — higher is better.
0.000.720.660.010.720.68
Sortino ratio
Like Sharpe but only counts downside volatility.
0.001.101.050.041.131.09
Beta
1 = moves with the market. <1 = less volatile.
0.850.840.840.960.950.93

Peers in Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray