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Axis Midcap Fund - Direct Plan - Growth

Axis Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
32,454 cr
TER direct / regular
0.82% / 1.73%
Active return /yr (full)
-2.2%
Score
36
Rank (Score, pool)
#32 of 38
Percentile (full, pool)
21
IR vs benchmark
-0.36
CAGR (absolute)
17.5%
Max drawdown
-22.9%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20192020202120222023202420252026-13625Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

20132014201520162017201820192020202120222023202420252026815791,076Fund (NAV=100)Benchmark: NIFTY Midcap 150 TRICategory median (Mid)

Drawdown

20132014201520162017201820192020202120222023202420252026-23-110Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY220.7%0.5%0.05417.2%24.4%25.0%12
FY23-5.7%-4.8%-1.24164.8%2.4%-3.3%12
FY24-14.0%-8.0%-1.21268.2%56.9%42.8%12
FY254.8%1.1%0.84575.1%7.8%12.6%12
FY260.5%0.4%0.05424.5%1.9%2.4%12
FY27*-0.5%-2.0%-0.30284.4%20.8%20.3%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-3.8+2.6-0.4+1.4+3.4+3.4+2.9+0.1-1.6+0.2+8.3
2020-0.7+4.0+7.6-3.5+0.1-5.3+0.0-3.6+1.8+0.7-3.3-0.3-3.0
2021-2.2-2.6+0.4-0.5-1.0+0.1+1.5+3.7-3.8+1.4-0.2-0.8-4.0
2022-1.9+2.8-1.1-2.6+0.7+0.2-0.3-1.8+0.7-1.5-1.8-1.1-7.6
2023+0.0+2.3-0.7-1.1+1.2-1.5-3.3-1.4-2.5+0.9-2.3-1.5-9.7
2024-4.3+3.7+2.2-1.2+2.4+1.0-2.0+1.5+0.9+0.3+0.7+0.5+5.7
2025-2.0+2.3-0.2-1.4-0.2+1.0+0.5+1.6-1.2-1.8-1.3-1.0-3.7
2026+1.0+1.7+1.3-1.6-0.9+1.7-0.2+0.5+3.4
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-7.3-2.3+3.7+0.5-4.6-5.0-4.9+6.6+9.1+5.2+5.4+5.0
2014-6.6+4.3+11.6+2.7+17.4+12.0-1.8+4.4+5.3+3.5+5.7+3.5+79.5
2015+1.8-0.1-0.5-1.6+4.4+0.0+7.1-5.6-0.6-1.6-1.0+0.1+2.0
2016-5.0-11.2+9.6+4.4+1.5+3.2+4.6+2.3+0.0+1.5-8.7-2.0-1.9
2017+4.7+4.1+5.3+3.5-1.2+3.6+4.1+0.7-0.0+5.0+3.3+3.8+43.6
2018-3.3+0.6-0.3+7.4-1.3-3.6+5.7+6.5-9.9-2.0+2.6+3.5+4.6
2019-4.5+2.5+4.5-0.6+2.0-0.1-5.4+2.4+6.5+4.8+0.4+0.2+12.8
2020+4.6-1.7-20.0+11.0-1.8+6.0+4.4+4.9+3.6+0.9+11.5+5.1+27.8
2021-2.0+9.2+2.3+1.1+5.4+5.0+4.8+5.9+2.2+1.7-1.5+2.0+41.8
2022-3.0-3.9+3.6-2.0-4.5-5.1+11.3+4.2-1.0+0.4+0.1-2.8-3.9
2023-2.4+0.8-1.3+4.1+6.8+4.8+2.3+2.6+0.5-2.9+7.4+5.4+31.0
2024+0.4+3.5+1.8+5.1+4.6+8.9+3.1+1.9+2.7-6.1+0.9+1.6+31.4
2025-8.1-8.2+7.5+2.5+6.1+5.1-2.2-1.2+0.2+2.9+0.3-1.6+2.0
2026-2.5+3.5-9.8+11.6+1.7+2.6+1.5+1.8+9.4

Quarterly average AUM & estimated net flows

2013201420152016201720182019202020212022202320242025202619416,32432,454AUM (quarter avg), ₹cr
-3,6052,899
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.