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Axis Midcap Fund - Direct Plan - Growth

Axis · Scheme 120505

₹144.67▲ 0.19%NAV · 2026-09-18
67
Decent FundScore
Start SIP
AUM
₹34,404 cr
Expense ratio
0.82%
3Y CAGR
18.8%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Midcap 150 TRI
Fund manager: Shreyash DevalkarExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
Decent · 67/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Compounding well recently — 18.8% CAGR over 3 years.
  • ✓3Y CAGR: +18.8%
  • ✓5Y CAGR: +14.9%
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
  • •3Y CAGR vs category: -0.9% vs category avg
  • •5Y CAGR vs category: -2.5% vs category avg

FundScore breakdown

67/100 · Decent
How it works →
61
Returns
Decent
67
Consistency
Decent
60
Risk-adjusted
Decent
70
Downside protection
Decent
78
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.