Axis Mutual Fund

Axis Midcap Fund - Direct Plan - Growth

Equity Scheme - Mid Cap FundDirect planGrowthInception

NAV vs Benchmark

Trailing Returns

Series1Y3Y5Y10YSI
Scheme4.55%18.12%15.33%18.04%18.56%
Benchmark4.44%20.39%17.82%9.55%148.90%
Excess0.11%-2.26%-2.49%8.49%-130.35%

Trailing returns are annualized (CAGR) for 3Y / 5Y / 10Y and absolute for 1Y. SI is total return since the first available NAV. Benchmark returns are derived from the scheme's mandated TRI index.

Expense Ratio (TER)

Direct
0.67%
Regular
1.60%

Direct plans have a lower expense ratio because no distributor commission is paid. Regular plans are sold through intermediaries who provide advice.

YieldIQ Fund Score

B
69/ 100
Rule-based composite of returns, risk, cost, and tenure.

Fee impact calculator

What the expense ratio costs over time, and the Direct-vs-Regular plan gap. Pre-filled with this scheme's expense ratios — adjust any input.

No fees
₹3,10,585
Direct plan
₹2,92,497
Regular plan
₹2,68,962
Fee drag · Direct, 10y
₹18,087
Direct keeps more than Regular
₹23,536

Illustrative only — assumes a constant 12% gross return and the expense ratios above held flat; actual returns and fees vary. Direct plans carry no distributor commission. Not advice.

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
Axis Midcap Fund - Direct Plan - Growth — Mutual Fund Analysis | YieldIQ