MonitorDirect · Growth
Axis Midcap Fund
- NAV
- 140.20
- 15 Sept 2026
- 1Y
- +5.0%
- Trailing CAGR
- AUM
- ₹34,403.73 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.0%
- 3Y+15.5%
- 5Y+12.5%
- 10Y+17.6%
- SI+18.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.7%
- 3Y+10.6%
- 5Y+14.5%
- 10Y+17.9%
- Since inception
- +18.5%
- Calendar-day CAGR
- Excess 1Y
- -2.0%
- Category median, same plan and option
- 3Y win rate
- +41%
- Windows beating the median
- 3Y percentile
- 59
- Vs comparable share classes
- Worst rolling 3Y
- +4.9%
- 2645 daily-ending windows
- Median rolling 3Y
- +19.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2152 daily-ending windows
- SIP 3Y XIRR
- +10.6%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 176 recovered episodes
- Longest recovery
- 432 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
20 Feb 2020 – 26 Aug 2020
Trough 23 Mar 2020 · recovered in 156 days
-29.4%
5 Aug 2015 – 30 Mar 2017
Trough 26 Feb 2016 · recovered in 398 days
-25.0%
15 Jan 2013 – 24 Dec 2013
Trough 3 Sept 2013 · recovered in 112 days
-22.0%
18 Oct 2021 – 6 Jun 2023
Trough 20 Jun 2022 · recovered in 351 days
-20.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
59
Vs category
37
Consistency
45
Risk-adjusted
69
Drawdown
27
Mean
47
Portfolio
31 Aug 2026 · 90 holdings · top 10 are 32.7%.
- Top 5
- 21.9%
- Top 10
- 32.7%
- Largest holding
- 5.3%
- Effective holdings
- 55.1
Others CBLO
Unspecified
5.3%
The Federal Bank Ltd
Financial
4.4%
Fortis Healthcare Ltd
Healthcare
3.2%
Apar Industries Ltd
Diversified
2.7%
Sona BLW Precision Forgings Ltd
Consumer Discretionary
2.7%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +8.9%
- 3Y
- +16.1%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.86
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ITI Mid Cap Fund
ITI Mutual Fund
- 1Y
- +9.1%
- 3Y
- +19.2%
- Vol
- 16.3%
- Max DD
- -22.7%
- Sharpe
- 0.81
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Union Midcap Fund
Union Mutual Fund
- 1Y
- +6.6%
- 3Y
- +15.7%
- Vol
- 16.2%
- Max DD
- -21.3%
- Sharpe
- 1.40
- 3Y win
- +75%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Edelweiss Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- +8.5%
- 3Y
- +20.3%
- Vol
- 17.1%
- Max DD
- -39.2%
- Sharpe
- 0.88
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HDFC Mid Cap Fund
HDFC Mutual Fund
- 1Y
- +5.1%
- 3Y
- +16.4%
- Vol
- 15.6%
- Max DD
- -39.5%
- Sharpe
- 0.93
- 3Y win
- +75%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown