EquityMid Cap FundDirect · Growth
Axis Midcap Fund - Direct Plan - Growth
Axis · Scheme 120505
₹143.60▼ 0.19%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
18.5%
Risk level
High
Min SIP
—
Benchmark
Nifty Midcap 150 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.58% |
| 3 Months | +6.30% |
| 6 Months | +9.56% |
| 1 Year | +9.57% |
| 3 Years (CAGR) | +18.51% |
| 5 Years (CAGR) | +14.95% |
| 10 Years (CAGR) | +18.22% |
| Since Launch | +18.84% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns61
Consistency67
Risk-adjusted60
Downside protection69
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +18.5%
- ✓ 5Y CAGR: +14.9%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 5.8%
- ✓ Alpha vs benchmark: +9.5%
What to watch
- • 3Y CAGR vs category: -1.3% vs category avg
- • 5Y CAGR vs category: -2.0% vs category avg
- • Beat category: beat category in 46% of windows
Risk metrics
Sharpe ratio
0.82
Sortino ratio
1.00
Volatility
14.96%
Max drawdown
-29.36%
Downside capture
79.50%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.