Mid Cap Fund · head to head · AMFI NAVs
Axis Midcap Fund vs Tata Mid Cap Fund: SIP returns compared
Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years Axis Midcap Fund is worth ₹8.29 L (XIRR 13.3%) and Tata Mid Cap Fund ₹8.24 L (XIRR 13.0%) — Axis Midcap Fund ahead by ₹4,993. Across every 5-year SIP since Jan 2013, Axis Midcap Fund finished ahead in 56 of 106 and Tata Mid Cap Fund in 50.
Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer
Axis Midcap Fund: invested — over — instalments; valued at NAV of —:
| Year | Invested | Axis Midcap Fund value | XIRR to date |
|---|
₹10,000 a month in each: what it became
Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.
| SIP period | Invested | Axis Midcap Fund | XIRR | Tata Mid Cap Fund | XIRR | Post-tax (both) |
|---|---|---|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1.22 L | 3.8% | ₹1.18 L | -3.0% | ₹1.22 L / ₹1.18 L |
| 3 years | ₹3,60,000 | ₹4.04 L | 8.1% | ₹3.87 L | 5.1% | ₹4.03 L / ₹3.87 L |
| 5 years | ₹6,00,000 | ₹8.29 L | 13.3% | ₹8.24 L | 13.0% | ₹8.16 L / ₹8.12 L |
| 10 years | ₹12,00,000 | ₹29.25 L | 17.2% | ₹28.72 L | 16.9% | ₹27.28 L / ₹26.82 L |
Every 5-year SIP, head to head
We started the same SIP in both funds in every month both have NAVs for — 106 SIPs, the first starting Jan 2013. Axis Midcap Fund finished ahead in 53% of them; the median gap was 0.9 percentage points a year in Axis Midcap Fund's favour.
Downside on the same dates: Axis Midcap Fund's worst 5-year SIP returned 3.9% a year (started Apr 2015) and 0 of 106 lost money; Tata Mid Cap Fund's worst returned -3.6% (started Apr 2015) and 1 lost money.
XIRR of every 5-year monthly SIP by the month it started. Gap = Axis Midcap Fund minus Tata Mid Cap Fund, percentage points a year.
| Window | SIPs compared | Ahead (Axis / Tata) | Median gap | Worst gap | Best gap |
|---|---|---|---|---|---|
| 3-year SIPs | 130 | 48% / 52% | -0.6 pp | -9.9 ppstarted Feb 2021 | +10.5 ppstarted Apr 2017 |
| 5-year SIPs | 106 | 53% / 47% | +0.9 pp | -6.2 ppstarted Feb 2019 | +7.6 ppstarted Apr 2015 |
Against an index fund, and the cost of the Regular plan
- Axis Midcap Fund beat a plain Nifty Midcap 150 index fund in 16% of 49 rolling 3-year SIPs (median gap -4.7 pp a year) — Axis Midcap Fund vs Nifty Midcap 150 index fund.
- Axis Midcap Fund: the Regular plan of the same 10-year SIP ended ₹2,05,096 below Direct.
- Tata Mid Cap Fund beat a plain Nifty Midcap 150 index fund in 8% of 49 rolling 3-year SIPs (median gap -1.1 pp a year) — Tata Mid Cap Fund vs Nifty Midcap 150 index fund.
- Tata Mid Cap Fund: the Regular plan of the same 10-year SIP ended ₹2,08,603 below Direct.
Questions
Which has given better SIP returns, Axis Midcap Fund or Tata Mid Cap Fund?
Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹8.29 L in Axis Midcap Fund (XIRR 13.3%) and ₹8.24 L in Tata Mid Cap Fund (XIRR 13.0%). Past returns don't tell you which will do better next.
Has Axis Midcap Fund beaten Tata Mid Cap Fund consistently?
In 53% of 106 rolling 5-year SIPs started on the same dates (from Jan 2013), Axis Midcap Fund ended ahead of Tata Mid Cap Fund (Direct plans). The median difference was +0.9 percentage points a year.
Where does this data come from?
Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.
Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.
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