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Axis Mutual Fund

Axis Midcap Fund - Direct Plan - IDCW

Open Ended Schemes(Equity Scheme - Mid Cap Fund)Very High Risk★★★★ISIN INF846K01EF7
NAV · 06-Jul-2026
54.6200
1M
+3.87%
6M
-3.93%
1Y (CAGR)
-3.92%
3Y (CAGR)
+8.42%
5Y (CAGR)
+5.50%
Since inception (CAGR)
+10.70%

NAV history

46.7052.4358.1604-07-202303-07-202654.26
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Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
16.87%
Downside dev (3y)
16.52%
Max drawdown (3y)
-26.2%
Sharpe (3y)
0.11
SIP XIRR (3y)
+2.45%
SIP XIRR (5y)
+5.22%
Calendar-year returns
2020 +17.3%2021 +29.2%2022 -12.5%2023 +18.3%2024 +21.1%2025 -6.5%

Fund facts

AUM₹3,28,521 Cr
Expense ratio0.57% · 2026-05-31
TER · AMFI officialDirect 0.80% · Regular 1.70% (2026-06-30)
Launch date31-Jan-2011
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility16.83
AMCAxis Asset Management Co. Ltd.

Objective · To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

scheme documents ↗