Axis Midcap Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund

Category: Equity: Mid Cap

Status: Open Ended Schemes

Launch Date: 06-02-2011

Minimum Investment: 100.0

Asset Class: Equity

Minimum Topup: 100.0

Benchmark: BSE 150 MidCap TRI

Total Assets: 31159.05 As on (29-08-2025)

Expense Ratio: 1.57% As on (31-08-2025)

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 08-10-2025

113.57

-0.78

CAGR Since Inception

18.05%

BSE 150 MidCap TRI 17.52%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Midcap Fund - Regular Plan - Growth -0.32 18.06 21.65 15.88 18.05
Benchmark - - - - -
Equity: Mid Cap -1.22 20.4 25.12 15.92 18.04

Funds Manager

Mr. Shreyash Devalkar, Ms. Krishnaa N, Mr. Nitin Arora

RETURNS CALCULATORS for Axis Midcap Fund - Regular Plan - Growth

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 - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis Midcap Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis MidCap Reg Gr 06-02-2011 -0.32 20.31 18.06 21.65 15.88
Invesco India MidCap Gr 19-04-2007 7.02 29.25 26.61 27.47 18.15
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 4.8 23.98 24.06 0.0 0.0
Kotak Midcap Fund Reg Gr 30-03-2007 4.22 23.2 21.86 27.41 18.0
HDFC Mid Cap Fund Gr 25-06-2007 3.09 21.84 24.99 28.95 17.9
ICICI Pru MidCap Gr 10-10-2004 1.83 23.91 21.02 26.01 15.41
Union MidCap Reg Gr 23-03-2020 1.2 19.43 17.98 24.88 0.0
Canara Robeco Mid Cap Fund Reg Gr 01-12-2022 1.11 21.3 0.0 0.0 0.0
Mirae Asset MidCap Reg 01-07-2019 0.9 17.96 19.43 26.1 0.0
Edelweiss MidCap Reg Gr 26-12-2007 0.66 26.5 23.62 28.86 17.86

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Midcap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Midcap Fund - Regular Plan - Growth 13.08 0.82 -1.63 0.83 - -
Equity: Mid Cap - - - - - -