Axis Midcap Fund - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Mid Cap Fund

Latest (Updated on 30th Sep 2025)

Crisil Rank
(Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank

Returns (NAV as on 28th November, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	21-Nov-25	10079.70	0.80%	-	0.88%	20/32
1 Month	28-Oct-25	9978.30	-0.22%	-	0.36%	23/32
3 Month	28-Aug-25	10287.10	2.87%	-	4.84%	27/32
6 Month	28-May-25	10485.00	4.85%	-	6.47%	23/31
YTD	01-Jan-25	10259.60	2.60%	-	3.09%	18/30
1 Year	28-Nov-24	10496.40	4.96%	4.96%	4.71%	13/30
2 Year	28-Nov-23	14290.00	42.90%	19.51%	19.41%	16/30
3 Year	28-Nov-22	16825.60	68.26%	18.92%	21.42%	24/29
5 Year	27-Nov-20	24128.40	141.28%	19.24%	23.02%	23/25
10 Year	27-Nov-15	45897.80	358.98%	16.44%	16.35%	9/21
Since Inception	18-Feb-11	115020.00	1050.20%	17.96%	17.97%	16/32

Returns Calculator

SIP Returns (NAV as on 28th November, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	28-Nov-24	12000	12832.85	6.94 %	13.04 %
2 Year	28-Nov-23	24000	27005.6	12.52 %	11.76 %
3 Year	28-Nov-22	36000	46675.3	29.65 %	17.57 %
5 Year	27-Nov-20	60000	91761.64	52.94 %	16.99 %
10 Year	27-Nov-15	120000	311915.07	159.93 %	18.15 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-0.06%	-0.22%	2.87%	4.85%	2.71%	4.96%	19.51%	18.92%	19.24%
Nifty 50	-0.05%	1.03%	6.95%	5.86%	10.82%	9.57%	14.76%	12.16%	15.09%
Benchmark: BSE Midcap 150 TRI	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Category Average	-0.08%	0.36%	4.84%	6.47%	3.09%	4.71%	19.41%	21.42%	23.02%
Category Rank	16/31	23/32	27/32	23/31	18/30	13/30	16/30	24/29	23/25
Best in Category	0.16%	2.16%	7.92%	14.87%	10.07%	12.88%	29.07%	27.45%	29.79%
Worst in Category	-0.38%	-1.44%	0.63%	-2.23%	-8.08%	-3.91%	11.01%	12.92%	16.92%

quartely results (NAV as on 28th November, 2025)

Period

This Fund

Nifty 50

BSE Midcap 150 TRI

Category Average

2025

2.6%

10.36%

2.29%

Q4 - 2025	2.48%	5.50%	--	3.81%
Q3 - 2025	-2.87%	-3.64%	--	-1.98%
Q2 - 2025	15.45%	10.15%	--	10.96%
Q1 - 2025	-9.66%	-2.43%	--	-2.82%

2024

30.43%

8.75%

27.2%

Q4 - 2024	-4.17%	-8.34%	--	-3.95%
Q3 - 2024	6.54%	6.91%	--	7.85%
Q2 - 2024	18.35%	7.48%	--	18.80%
Q1 - 2024	5.91%	3.31%	--	4.92%

2023

29.59%

19.48%

34.82%

Q4 - 2023	9.58%	11.33%	--	11.96%
Q3 - 2023	5.15%	1.07%	--	10.16%
Q2 - 2023	16.19%	10.29%	--	11.17%
Q1 - 2023	-3.20%	-4.60%	--	-3.96%

2022

-5.07%

3.24%

1.07%

Q4 - 2022	-2.68%	7.76%	--	0.58%
Q3 - 2022	13.85%	8.52%	--	14.96%
Q2 - 2022	-11.42%	-10.70%	--	-9.49%
Q1 - 2022	-3.76%	-0.91%	--	0.68%

2021

37.29%

23.79%

36.15%

Q4 - 2021	2.04%	-1.02%	--	1.75%
Q3 - 2021	12.89%	12.36%	--	11.01%
Q2 - 2021	10.67%	5.75%	--	13.27%
Q1 - 2021	8.50%	4.80%	--	12.38%

2020

25.75%

14.77%

22.56%

Q4 - 2020	17.24%	22.46%	--	18.66%
Q3 - 2020	13.05%	7.84%	--	15.42%
Q2 - 2020	17.03%	24.82%	--	20.39%
Q1 - 2020	-17.96%	-29.43%	--	-24.80%

2019

11.74%

11.53%

2.24%

Q4 - 2019	6.15%	7.12%	--	4.64%
Q3 - 2019	2.44%	-3.30%	--	-2.55%
Q2 - 2019	0.88%	1.68%	--	-1.60%
Q1 - 2019	2.30%	6.96%	--	3.31%

2018

3.81%

4.09%

-12.74%

Q4 - 2018	4.09%	-1.32%	--	3.07%
Q3 - 2018	1.09%	3.29%	--	-4.04%
Q2 - 2018	1.86%	4.36%	--	-8.25%
Q1 - 2018	-2.85%	-2.14%	--	-7.96%

2017

41.99%

27.58%

40.67%

Q4 - 2017	12.36%	5.84%	--	12.98%
Q3 - 2017	4.46%	2.54%	--	3.35%
Q2 - 2017	5.57%	3.06%	--	4.52%
Q1 - 2017	14.59%	12.16%	--	16.48%

2016

-3.35%

2.72%

3.7%

Q4 - 2016	-9.57%	-6.39%	--	-7.27%
Q3 - 2016	5.46%	3.40%	--	8.91%
Q2 - 2016	4.53%	7.45%	--	7.18%
Q1 - 2016	-7.90%	-2.82%	--	-6.94%

2015

0.8%

-4.08%

6.05%

Q4 - 2015	-2.68%	-0.06%	--	2.09%
Q3 - 2015	0.16%	-5.96%	--	-0.02%
Q2 - 2015	2.51%	-2.54%	--	0.53%
Q1 - 2015	0.93%	2.50%	--	6.07%

2014

75.8%

31.44%

65.65%

Q4 - 2014	12.91%	4.24%	--	12.07%
Q3 -	--	4.32%	--	--
Q2 - 2014	34.01%	13.25%	--	28.63%
Q1 - 2014	8.46%	6.39%	--	7.87%

Best Quarters

Period	This Fund	Nifty 50	BSE Midcap 150 TRI	Category Average
Q2 - 2014	34.01%	13.25%	--	28.63%
Q2 - 2024	19.43%	7.48%	--	18.8%
Q2 - 2024	18.35%	7.48%	--	18.8%

Worst Quarters

Period	This Fund	Nifty 50	BSE Midcap 150 TRI	Category Average
Q1 - 2020	-17.96%	-29.43%	--	-24.8%
Q2 - 2022	-11.42%	-10.70%	--	-9.49%
Q1 - 2020	-18.01%	-29.43%	--	-24.8%