you are here:

Axis Midcap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Mid Cap Fund
Fund House : Axis Mutual Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
Should you invest in this fund? - Fund performance is deteriorating compared to similar funds in the Mid Cap Fund. However, fund has still maintained good performance compared to peers. Existing investors can continue their SIPs/investments.

Returns (NAV as on 18th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Jun-21 9992.50 -0.07% - -1.25% 1/27
1 Month 18-May-21 10545.90 5.46% - 5.49% 12/27
3 Month 18-Mar-21 11175.40 11.75% - 13.19% 20/27
6 Month 18-Dec-20 12300.60 23.01% - 26.33% 19/26
YTD 01-Jan-21 11974.80 19.75% - 24.69% 20/26
1 Year 18-Jun-20 16418.00 64.18% 64.18% 76.32% 24/26
2 Year 18-Jun-19 17049.80 70.50% 30.53% 27.39% 5/23
3 Year 18-Jun-18 17962.20 79.62% 21.54% 16.05% 3/23
5 Year 17-Jun-16 25769.70 157.70% 20.82% 16.92% 2/21
Since Inception 02-Jan-13 48264.30 382.64% 20.44% 22.54% 6/27

SIP Returns (NAV as on 18th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Jun-20 12000 15659.19 30.49 % 60.91 %
2 Year 18-Jun-19 24000 35534.17 48.06 % 42.86 %
3 Year 18-Jun-18 36000 56784.06 57.73 % 31.93 %
5 Year 17-Jun-16 60000 109178.69 81.96 % 24.17 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.45% 5.46% 11.75% 23.01% 20.46% 64.18% 30.53% 21.54% 20.82%
Nifty 50 -0.05% 3.81% 7.73% 13.97% 12.17% 55.41% 15.80% 13.23% 13.91%
Benchmark: S&P BSE MidCap TRI -0.70% 4.81% 12.77% 25.56% 24.58% 77.36% 25.12% 12.95% 15.63%
Category Average -0.72% 5.49% 13.19% 26.33% 24.69% 76.32% 27.39% 16.05% 16.92%
Category Rank 3/27 12/27 20/27 19/26 20/26 24/26 5/23 3/23 2/21
Best in Category 0.01% 8.76% 26.25% 36.72% 33.32% 106.27% 44.46% 24.10% 21.20%
Worst in Category -1.40% 3.70% 8.62% 20.61% 19.49% 62.45% 17.37% 8.10% 12.42%

Best Quarters

Period This Fund Nifty 50 S&P BSE MidCap TRI Category Average
Q4 - 2020 17.66% 22.46% 21.12% 11.79%
Q2 - 2020 17.41% 24.82% 26.26% 14.35%
Q1 - 2017 14.83% 12.16% 16.20% 16.53%

Worst Quarters

Period This Fund Nifty 50 S&P BSE MidCap TRI Category Average
Q1 - 2018 -2.66% -2.14% -9.25% -7.51%
Q1 - 2020 -17.68% -29.43% -29.53% -24.36%
Q4 - 2016 -9.29% -6.39% -10.02% -7.07%

Forum

+ See More