Axis Midcap Fund - Direct Plan - Growth Option
code 120505 Mid Cap Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000
From 2013-01-02. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 3.90% | 2026-10-09 → 2026-11-09 |
| 3M | -0.51% | 2026-08-07 → 2026-11-09 |
| 6M | 3.62% | 2026-05-08 → 2026-11-09 |
| 1Y | 7.48% | 2025-11-07 → 2026-11-09 |
| 3Y | 16.69% | 2023-11-09 → 2026-11-09 |
| 5Y | 12.08% | 2021-11-09 → 2026-11-09 |
| 7Y | 18.93% | 2019-11-08 → 2026-11-09 |
| 10Y | 17.92% | 2016-11-09 → 2026-11-09 |
| since inception | 18.39% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 79.55% | 2.04% | -1.92% | 43.60% | 4.62% | 12.80% | 27.77% | 41.78% | -3.86% | 31.00% | 31.39% | 2.04% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 3,169 | 22.31% | 16.33% | -15.40% | 102.67% | 87% |
| 3 years | 2,681 | 19.35% | 19.52% | 4.86% | 36.76% | 100% |
| 5 years | 2,188 | 19.22% | 20.01% | 5.13% | 30.15% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 16.17% | 11.86% | 16.94% |
| volatility | 16.53% | 15.39% | 16.40% |
| max drawdown | -19.52% | -20.01% | -29.36% |
| downside deviation | 10.98% | 9.90% | 11.07% |
| Sharpe ratio | 0.64 | 0.44 | 0.71 |
| Sortino ratio | 0.96 | 0.68 | 1.06 |
| Calmar ratio | 0.83 | - | - |
Category: Mid Cap Fund
Overall ★★★★☆ (3y ★★★★☆ · 5y ★★★☆☆ · 10y ★★★★★) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 29 funds | 5 years of 22 funds | 10 years of 17 funds |
|---|---|---|---|
| return | 40th | 67th | 19th |
| volatility | 11th | 10th | 1st |
| Sharpe | 18th | 67th | 1st |
| Sortino | 25th | 67th | 7th |
| worst fall | 22nd | 20th | 1st |
| risk-adjusted return (MRAR) | 29th | 67th | 7th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.