Should I invest in Axis Midcap Fund?

We don't give personal investment advice. Axis Midcap Fund - Regular Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.0%. 5-year CAGR: 13.95%.

Axis

Axis Midcap Fund - Regular Plan - Growth

Latest NAV

₹120.1500

As of

17 Jul 2026

3,796 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.07%	-0.27%	+0.21	3 / 20	Q1
1W	-0.27%	-0.61%	+0.33	3 / 20	Q1
2W	+0.73%	+0.53%	+0.20	6 / 20	Q2
1M	+1.47%	+1.83%	-0.36	10 / 20	Q2
3M	+5.21%	+6.47%	-1.26	14 / 20	Q3
6M	+8.42%	+6.97%	+1.45	7 / 19	Q2
YTD	+6.00%	+4.97%	+1.03	9 / 19	Q2
1Y	+5.18%	+5.53%	-0.35	13 / 19	Q3
2Y	+4.14%	+3.45%	+0.69	7 / 17	Q2
3Y	+16.92%	+18.21%	-1.29	13 / 17	Q4
4Y	+17.32%	+18.18%	-0.86	9 / 13	Q3
5Y	+13.95%	+14.32%	-0.37	7 / 10	Q3
7Y	+19.09%	+19.17%	-0.08	6 / 8	Q3
10Y	+16.74%	+13.26%	+3.48	1 / 5	Q1
Inception	+17.52%	+18.03%	-0.50	11 / 20	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+6.00%	+4.97%	+1.03	9 / 19
2025	+0.89%	+0.08%	+0.81	9 / 17
2024	+30.45%	+30.15%	+0.30	7 / 17
2023	+28.85%	+35.88%	-7.04	14 / 16
2022	-5.07%	-0.89%	-4.18	9 / 10
2021	+39.09%	+43.61%	-4.51	7 / 9
2020	+26.08%	+23.21%	+2.87	3 / 8
2019	+11.54%	+5.88%	+5.66	1 / 7
2018	+3.81%	-11.44%	+15.26	1 / 6
2017	+40.47%	+37.05%	+3.42	2 / 6
2016	-3.35%	+1.63%	-4.98	5 / 5

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.50%

176 windows

min -13.0% · max 92.9%

85% positive

3-Year rolling

+19.78%

152 windows

min 6.6% · max 39.5%

100% positive

5-Year rolling

+18.55%

127 windows

min 6.1% · max 28.3%

100% positive

7-Year rolling

+17.96%

103 windows

min 13.2% · max 22.2%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.71%

3-year · annualised

Sharpe ratio

0.70

vs risk-free 6.5%

Sortino ratio

1.21

Downside-only deviation

Max drawdown

-19.87%

Sep 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Mid Cap Fund

Scheme	Fund house	NAV	As of
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN	Bandhan	₹18.5590	17 Jul 2026
Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Motilal Oswal	₹99.0958	17 Jul 2026
Mirae Asset Midcap Fund - Regular Plan-Growth Option	Mirae Asset	₹39.9410	17 Jul 2026
Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Edelweiss	₹107.6980	17 Jul 2026
DSP BlackRock Small and Mid Cap Fund - Regular Plan - Dividend	DSP BlackRock	₹29.3490	17 Jul 2026
HSBC Midcap Fund - Regular Growth	HSBC	₹453.1192	17 Jul 2026
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹111.5064	17 Jul 2026
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option	Canara Robeco	₹18.2900	17 Jul 2026
PGIM India Midcap Fund - Regular Plan - Growth Option	PGIM India	₹65.4400	17 Jul 2026
Bank of India Mid Cap Fund - Regular Plan Growth	Bank of India	₹10.2600	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹120.1500
16 Jul 2026	₹120.2300
15 Jul 2026	₹120.8200
14 Jul 2026	₹119.8400
13 Jul 2026	₹120.3100
10 Jul 2026	₹120.4800
9 Jul 2026	₹119.1900
8 Jul 2026	₹117.9800
7 Jul 2026	₹119.7100
6 Jul 2026	₹120.0700

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Axis Midcap Fund - Regular Plan - Growth is ₹120.1500. It's a Mid Cap Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Midcap Fund - Regular Plan - Growth has NAV history starting from 24 Feb 2011, a track record of about 15 years 4 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Axis Midcap Fund - Regular Plan - Growth is managed by Axis. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Midcap Fund - Regular Plan - Growth has delivered a absolute return of 5.18% — -0.35 pp behind the Mid Cap Fund category average of 5.53%. The fund ranks #13 of 19 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Midcap Fund - Regular Plan - Growth has delivered a CAGR of 16.92% — -1.29 pp behind the Mid Cap Fund category average of 18.21%. The fund ranks #13 of 17 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Midcap Fund - Regular Plan - Growth has delivered a CAGR of 13.95% — -0.37 pp behind the Mid Cap Fund category average of 14.32%. The fund ranks #7 of 10 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Midcap Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹470,256 today — a multiplier of 4.70×, based on the 10-year CAGR of 16.74%. The category average over the same window would have grown ₹1 lakh to ₹347,364.

A ₹10,000 monthly SIP in Axis Midcap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹859,834 today. That's an XIRR (money-weighted annualised return) of 14.37%.

A ₹10,000 monthly SIP for 10 years in Axis Midcap Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,941,232 (multiplier 2.45×). XIRR: 17.07%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis Midcap Fund - Regular Plan - Growth ranks #7 out of 10 funds in the Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 14.32%; this fund delivered 13.95%.

The worst peak-to-trough decline Axis Midcap Fund - Regular Plan - Growth has experienced over the last 5-year window is 21.05% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Midcap Fund - Regular Plan - Growth averaged 18.55% (best 28.33%, worst 6.12%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.49 — weak risk-adjusted performance.

In calendar year 2025, Axis Midcap Fund - Regular Plan - Growth returned 0.89% — beating the Mid Cap Fund category average of 0.08% by 0.81 pp. It ranked #9 of 17 in its category that year.

Axis Midcap Fund - Regular Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Axis Midcap Fund - Regular Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.0%. 5-year CAGR: 13.95%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Axis Midcap Fund - Regular Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Mid Cap Fund

Recent NAVs

Frequently asked questions

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