Axis Midcap Fund - Regular Plan - IDCW
Fund House: Axis Mutual Fund
Category: Equity: Mid Cap
Status: Open Ended Schemes
Launch Date: 18-02-2011
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: BSE 150 MidCap TRI
Total Assets: 31562.85 As on (31-07-2025)
Expense Ratio: 1.56% As on (31-07-2025)
Turn over: 81.00% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis,For remaining investments: 1% w.e.f., 25/09/2017.
NAV as on 14-08-2025
41.74
-0.06
CAGR Since Inception
17.31%
BSE 150 MidCap TRI 17.48%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Midcap Fund - Regular Plan - IDCW | 2.95 | 16.95 | 21.68 | 13.93 | 17.31 |
| Benchmark | - | - | - | - | - |
| Equity: Mid Cap | 1.38 | 20.58 | 25.99 | 15.23 | 18.53 |
Funds Manager
Mr. Shreyash Devalkar, Ms. Krishnaa N, Mr. Nitin Arora
RETURNS CALCULATORS for Axis Midcap Fund - Regular Plan - IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Midcap Fund - Regular Plan - IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Midcap Fund - Regular Plan - IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis MidCap Reg IDCW | 18-02-2011 | 2.95 | 20.94 | 16.95 | 21.68 | 13.93 |
| Invesco India MidCap Gr | 19-04-2007 | 15.2 | 31.83 | 27.59 | 28.68 | 17.41 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 8.26 | 25.58 | 0.0 | 0.0 | 0.0 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 5.93 | 28.4 | 24.26 | 29.58 | 17.14 |
| PGIM India Midcap Fund Reg Gr | 05-12-2013 | 5.24 | 17.21 | 13.64 | 25.42 | 14.64 |
| Kotak Midcap Fund Reg Gr | 30-03-2007 | 5.22 | 23.94 | 21.37 | 28.09 | 17.3 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 5.08 | 23.84 | 25.69 | 29.6 | 17.04 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 05-10-1995 | 4.57 | 25.57 | 24.63 | 29.23 | 16.99 |
| ICICI Pru MidCap Gr | 10-10-2004 | 4.41 | 26.05 | 21.49 | 26.67 | 14.59 |
| Motilal Oswal Midcap Fund Reg Gr | 02-02-2014 | 3.93 | 30.79 | 28.0 | 33.9 | 16.94 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Midcap Fund - Regular Plan - IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Midcap Fund - Regular Plan - IDCW | 13.08 | 1.04 | -1.81 | 0.8 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |