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MF_120505

Axis Midcap Fund - Direct Plan - Growth

Equity Scheme - Mid Cap Fund

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End Amount
₹99,106.75
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
18.03%
MF_120505 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
12.57%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.89
Volatility vs Benchmark
Sharpe Ratio
0.73
Risk-Adjusted Return
Sortino Ratio
1.15
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 43% 30%
60 days 58% 30% 17%
90 days 61% 24% 14%
180 days 64% 18% 8%
1Yr 72% 13% 4%
3Yr 95% 7% 1%
5Yr 100% 6% 0%
7Yr 100% 6% 0%
10Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Midcap Fund - Direct Plan - Growth Nifty 50
30 days -10.2% | -68.1% | 24.4% | 222.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -33.4% | -53.3% | 23.5% | 153.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -19.3% | -41.7% | 22.5% | 119.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 1.3% | -6.4% | 16.3% | 84.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 16.2% | 9.4% | 19.5% | 31.8% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 11.6% | 8.6% | 20.1% | 27.6% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 18.0% | 14.8% | 19.2% | 22.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 16.9% | 15.8% | 18.5% | 22.6% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 21 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Dec. 24, 2013 343 days 22% Nifty 50: 12% 10109 7887 10196
Jan. 1, 2014 March 6, 2014 64 days 8% Nifty 50: 5% 10349 9499 10392
July 7, 2014 Aug. 21, 2014 45 days 6% Nifty 50: 4% 15432 14510 15454
Dec. 4, 2014 Dec. 31, 2014 27 days 6% Nifty 50: 6% 18322 17313 18489
March 5, 2015 April 8, 2015 34 days 5% Nifty 50: 7% 19354 18315 19412
April 15, 2015 July 2, 2015 78 days 8% Nifty 50: 9% 19608 17974 19637
Aug. 5, 2015 March 30, 2017 603 days 25% Nifty 50: 18% 21111 15832 21140
May 16, 2017 June 9, 2017 24 days 5% Nifty 50: 2% 22346 21198 22433
Sept. 19, 2017 Oct. 28, 2017 39 days 6% Nifty 50: 4% 24597 23239 24720
Jan. 19, 2018 April 12, 2018 83 days 9% Nifty 50: 8% 27008 24561 27015
April 30, 2018 July 31, 2018 92 days 6% Nifty 50: 3% 27705 26049 27836
Aug. 30, 2018 Sept. 21, 2019 387 days 16% Nifty 50: 14% 29739 24895 30109
Feb. 20, 2020 Aug. 26, 2020 188 days 29% Nifty 50: 37% 33834 23900 33834
Sept. 16, 2020 Oct. 27, 2020 41 days 6% Nifty 50: 7% 34234 32338 34350
Jan. 11, 2021 Feb. 3, 2021 23 days 6% Nifty 50: 6% 41736 39259 41830
March 10, 2021 May 6, 2021 57 days 5% Nifty 50: 6% 44909 42476 45076
Oct. 18, 2021 June 6, 2023 596 days 20% Nifty 50: 16% 59434 47342 59441
Sept. 11, 2023 Nov. 29, 2023 79 days 7% Nifty 50: 6% 66950 62411 67102
July 31, 2024 Aug. 22, 2024 22 days 5% Nifty 50: 4% 93450 88395 93972
Sept. 24, 2024 May 6, 2026 589 days 20% Nifty 50: 15% 98533 79303 99572
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 105962 95621 99107