AXIS Midcap Fund (IDCW)

Growth | Dividend | Switch To Best Scheme
37.4700
Chg: -0.13(-0.35%)
Buy Sell SIP
Created with Highstock 5.0.71M3M6M1Y2YMax4Mar6Mar10Mar12Mar14Mar18Mar20Mar24Mar26Mar28Mar1Apr3Apr201220142016201820202022202434.4035.2036.0036.8037.6038.400.002.004.006.008.0010.00
52 week Low
35.13
52 week High
47.83
Expense Ratio(%)
0
AUM(Rs.Cr)
26,087.92
Exit Load(%)
1
Min Investment
100
1Y return
7.76%
3Y return
10.50%
5Y return
22.86%
Since Inception
16.88%
Fund Category
Equity
Benchmark
S&P BSE Mid-Cap
Fund Manager Shreyash Devalkar
Inception Date 18 Feb 2011
Scheme Vs Benchmark

Compare the scheme's return versus the benchmark index.

Scheme Vs Benchmark
7.93%
Rating

Ratings are on a scale of 1 to 5 stars.

Rating
Risk

Indicates the likely risk associated to the investment.

Risk
-
Return Grade

Rates the actual returns.

Return Grade
-
Consistency

Highlights the recent performance in the last few years.

Consistency

Scheme Details

Check out for various schemes broadly classified into four different segmentation’s.

Rs. 1 Lac Invested would be worth
Fund Name 3 Months 6 Months 1 Year 3 Years 5 Years
AXIS Midcap Fund (IDCW) 88,829.42
-11.17% 		88,101.93
-11.90% 		1,07,718.75
7.76% 		1,34,878.47
10.50% 		2,79,432.02
22.86%
S&P BSE Mid-Cap 91,271.63
-8.73% 		87,244.68
-12.76% 		1,02,881.62
2.89% 		1,68,841.81
19.08% 		3,88,029.02
31.21%
Invesco India Midcap Fund (G) Category Best 87,485.71
-12.51% 		90,727.46
-9.27% 		1,15,389.84
15.48% 		1,74,135.18
20.33% 		3,88,598.27
31.25%
NIFTY 98,450.42
-1.55% 		92,946.12
-7.05% 		1,03,266.54
3.28% 		1,28,785.16
8.80% 		2,64,440.07
21.51%
SENSEX 97,858.49
-2.14% 		93,397.98
-6.60% 		1,02,785.66
2.79% 		1,25,875.55
7.97% 		2,53,749.38
20.51%
Statistic Fund(%) Index(%)
Return 0.00 -0.40
Alpha 0.00 0.00
Volatility 226.62 20.99
Beta 0.00 -0.40
Sharpe Ratio 0.02 0.00
Treynor Ratio 0.00 0.00
Sortino Ratio 0.02 -0.12
9.54%
2023
2024 2025
8.32%
2026

Return Calculator

The Rate of Return also known as the Return of Investment is the basic fundamental ratio of calculating returns for any gains or yearly income. The Return Calculator lets you calculate your proxy returns using various combinations across different mutual funds and time frame.

If I had made
investment of  
in
Months Ago
My investment would be worth 1,07,718.75 with a Gain of 7.76%

Start SIP

MF Portfolio

Check out the summarised asset allocation along with detailed holdings of stocks in case of Equity fund.

Asset Allocation
Created with Highstock 5.0.7Slice 0.00%
Top Holdings
Top Holdings Value (Rs. Cr) Hold %
- undefined -
Sector Allocation
0

Peer Schemes

A quick glance on how the peer funds have performed along with key data.


Taurus Mid Cap Fund (IDCW)
98.03
Chg 0.88 ( 0.91 )
Expense Ratio
0%
1Yr % Return
-4.32%
AUM (Rs.Cr)
105.98
Min Inv.
500
BUY SELL
Taurus Mid Cap Fund (G)
109.97
Chg 0.98 ( 0.90 )
Expense Ratio
0%
1Yr % Return
-4.33%
AUM (Rs.Cr)
105.98
Min Inv.
500
BUY SELL
Quant Mid Cap Fund (IDCW)
73.33
Chg 0.38 ( 0.52 )
Expense Ratio
0%
1Yr % Return
-6.09%
AUM (Rs.Cr)
7,615.7142
Min Inv.
5,000
BUY SELL
Quant Mid Cap Fund (G)
206.28
Chg 1.07 ( 0.52 )
Expense Ratio
0%
1Yr % Return
-6.09%
AUM (Rs.Cr)
7,615.7142
Min Inv.
5,000
BUY SELL
Motilal Oswal Midcap Fund (IDCW)
44.29
Chg -0.81 ( -1.79 )
Expense Ratio
0%
1Yr % Return
11.92%
AUM (Rs.Cr)
23,703.6834
Min Inv.
500
BUY SELL
View More
Subscribe for our
newsletter
Open Account Now