Should I invest in Axis Midcap Fund?

We don't give personal investment advice. Axis Midcap Fund - Regular Plan - IDCW 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: 29.6%. 5-year CAGR: 4.10%.

Axis

Axis Midcap Fund - Regular Plan - IDCW

Latest NAV

₹40.9700

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	-0.05%	-0.30%	+0.25	2 / 18	Q1
1W	-0.27%	-0.68%	+0.41	3 / 18	Q1
2W	+0.74%	+0.50%	+0.24	6 / 18	Q2
1M	+1.49%	+1.63%	-0.15	9 / 18	Q2
3M	+5.21%	+6.26%	-1.05	13 / 18	Q3
6M	-0.73%	+4.52%	-5.24	15 / 18	Q4
YTD	-2.96%	+2.18%	-5.14	14 / 17	Q4
1Y	-3.69%	+1.89%	-5.58	15 / 17	Q4
2Y	-4.59%	-0.15%	-4.45	13 / 15	Q4
3Y	+7.29%	+14.34%	-7.05	14 / 15	Q4
4Y	+7.25%	+14.03%	-6.79	10 / 11	Q4
5Y	+4.10%	+10.28%	-6.18	7 / 8	Q4
7Y	+8.90%	+14.36%	-5.46	6 / 6	Q4
10Y	+6.50%	+7.04%	-0.54	2 / 3	Q3
Inception	+9.60%	+14.20%	-4.61	14 / 18	Q4

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	-2.96%	+2.18%	-5.14	14 / 17
2025	-7.53%	-3.20%	-4.33	12 / 15
2024	+20.08%	+26.81%	-6.72	12 / 15
2023	+16.44%	+30.78%	-14.34	13 / 14
2022	-13.51%	-4.18%	-9.33	8 / 8
2021	+27.52%	+41.99%	-14.47	7 / 7
2020	+15.56%	+19.92%	-4.36	4 / 6
2019	+0.44%	+0.75%	-0.31	3 / 5
2018	+3.82%	-16.41%	+20.23	1 / 4
2017	+27.77%	+29.70%	-1.93	2 / 4
2016	-11.88%	-7.96%	-3.92	3 / 3

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

+12.29%

176 windows

min -19.5% · max 78.5%

66% positive

3-Year rolling

+11.19%

152 windows

min -3.2% · max 35.8%

94% positive

5-Year rolling

+9.64%

127 windows

min -3.1% · max 19.8%

95% positive

7-Year rolling

+9.02%

103 windows

min 3.3% · max 15.8%

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

17.29%

3-year · annualised

Sharpe ratio

0.12

vs risk-free 6.5%

Sortino ratio

0.17

Downside-only deviation

Max drawdown

-26.95%

Sep 2024 → Mar 2026

% positive months

58.3%

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 - IDCW - REGULAR PLAN	Bandhan	₹17.4080	17 Jul 2026
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹44.7813	17 Jul 2026
Mirae Asset Midcap Fund Regular IDCW	Mirae Asset	₹26.0840	17 Jul 2026
Edelweiss Mid Cap Fund - Regular Plan - IDCW Option	Edelweiss	₹62.0900	17 Jul 2026
HSBC Midcap Fund - Regular IDCW	HSBC	₹85.0608	17 Jul 2026
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹58.0421	17 Jul 2026
Canara Robeco Mid Cap Fund- Regular Plan- IDCW	Canara Robeco	₹16.8200	17 Jul 2026
PGIM India Midcap Fund - Regular Plan - Dividend Option - Payout	PGIM India	₹23.4200	17 Jul 2026
Bank of India Mid Cap Fund - Regular Plan IDCW	Bank of India	₹10.2700	17 Jul 2026
Helios Mid Cap Fund - Regular Plan - IDCW Option	Helios	₹13.6200	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹40.9700
16 Jul 2026	₹40.9900
15 Jul 2026	₹41.1900
14 Jul 2026	₹40.8600
13 Jul 2026	₹41.0200
10 Jul 2026	₹41.0800
9 Jul 2026	₹40.6400
8 Jul 2026	₹40.2300
7 Jul 2026	₹40.8100
6 Jul 2026	₹40.9400

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 - IDCW is ₹40.9700. It's a Mid Cap Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Midcap Fund - Regular Plan - IDCW 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 - IDCW 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 - IDCW has delivered a absolute return of -3.69% — -5.58 pp behind the Mid Cap Fund category average of 1.89%. The fund ranks #15 of 17 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Midcap Fund - Regular Plan - IDCW has delivered a CAGR of 7.29% — -7.05 pp behind the Mid Cap Fund category average of 14.34%. The fund ranks #14 of 15 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Midcap Fund - Regular Plan - IDCW has delivered a CAGR of 4.10% — -6.18 pp behind the Mid Cap Fund category average of 10.28%. The fund ranks #7 of 8 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Midcap Fund - Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹187,677 today — a multiplier of 1.88×, based on the 10-year CAGR of 6.50%. The category average over the same window would have grown ₹1 lakh to ₹197,450.

A ₹10,000 monthly SIP in Axis Midcap Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹667,270 today. That's an XIRR (money-weighted annualised return) of 4.20%.

A ₹10,000 monthly SIP for 10 years in Axis Midcap Fund - Regular Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,708,149 (multiplier 1.42×). XIRR: 6.86%. 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 - IDCW ranks #7 out of 8 funds in the Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.28%; this fund delivered 4.10%.

The worst peak-to-trough decline Axis Midcap Fund - Regular Plan - IDCW has experienced over the last 5-year window is 29.62% — its NAV fell from a high on 18 Oct 2021 to a low on 27 Mar 2023. 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 - IDCW averaged 9.64% (best 19.80%, worst -3.15%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is -0.04 — negative risk-adjusted performance.

In calendar year 2025, Axis Midcap Fund - Regular Plan - IDCW returned -7.53% — lagging the Mid Cap Fund category average of -3.20% by 4.33 pp. It ranked #12 of 15 in its category that year.

Axis Midcap Fund - Regular Plan - IDCW 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 - IDCW 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: 29.6%. 5-year CAGR: 4.10%.

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