Axis Midcap Fund - Direct Plan - IDCW
Axis Mutual Fund Equity Mid Cap Fund
Expense Ratio
0.55%
AUM
₹51.80 Cr
Plan Type
Direct
Market Cap
Mid
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-82.81%
Poor
6 Months
-22.55%
Poor
1 Year
-4.62%
Poor
3 Years
+5.86%
Poor
5 Years
+5.53%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹51.80 Cr
Recent Trend
Growing
Stability Score
8.1
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-1.71%
3Y
3Y CAGR
+34.42%
5Y
5Y CAGR
+53.20%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
17.10%
Annualized standard deviation
Sharpe Ratio
0.177
Poor - Risk-adjusted return
Max Drawdown
-28.50%
High - Worst decline
Consistency
69.8%
Performance consistency
Volatility Breakdown
Daily Volatility
1.08%
Average daily price movement
Annualized Volatility
17.10%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance