Axis
Axis Midcap Fund - Regular Plan - Growth
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.
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 | +1.80% | — | — | — | — |
| 1W | +0.15% | — | — | — | — |
| 2W | -0.46% | — | — | — | — |
| 1M | +1.58% | — | — | — | — |
| 3M | +9.32% | — | — | — | — |
| 6M | +2.12% | — | — | — | — |
| YTD | +2.05% | — | — | — | — |
| 1Y | +3.50% | — | — | — | — |
| 2Y | +4.84% | — | — | — | — |
| 3Y | +16.35% | — | — | — | — |
| 4Y | +18.10% | — | — | — | — |
| 5Y | +13.99% | — | — | — | — |
| 7Y | +17.94% | — | — | — | — |
| 10Y | +16.70% | — | — | — | — |
| Inception | +17.35% | — | — | — | — |
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 | +2.05% | — | — | — |
| 2025 | +0.89% | — | — | — |
| 2024 | +30.45% | — | — | — |
| 2023 | +28.85% | — | — | — |
| 2022 | -5.07% | — | — | — |
| 2021 | +39.09% | — | — | — |
| 2020 | +26.08% | — | — | — |
| 2019 | +11.54% | — | — | — |
| 2018 | +3.81% | — | — | — |
| 2017 | +40.47% | — | — | — |
| 2016 | -3.35% | — | — | — |
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.
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 | 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.
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
Recent NAVs
| Date | NAV |
|---|---|
| 15 Jun 2026 | ₹117.3300 |
| 12 Jun 2026 | ₹115.6700 |
| 11 Jun 2026 | ₹113.6300 |
| 10 Jun 2026 | ₹114.5200 |
| 9 Jun 2026 | ₹115.3800 |
| 8 Jun 2026 | ₹114.0300 |
| 5 Jun 2026 | ₹115.5000 |
| 4 Jun 2026 | ₹115.3600 |
| 3 Jun 2026 | ₹114.9200 |
| 2 Jun 2026 | ₹114.9400 |
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.
- 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
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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