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: 31165.74 As on (30-09-2025)

Expense Ratio: 1.57% As on (29-09-2025)

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 28-10-2025

115.27

-0.24

CAGR Since Inception

18.09%

BSE 150 MidCap TRI 17.58%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Midcap Fund - Regular Plan - Growth 5.83 19.53 21.95 16.29 18.09
Benchmark - - - - -
Equity: Mid Cap 5.21 21.81 25.72 16.2 18.35

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 5.83 22.84 19.53 21.95 16.29
Invesco India MidCap Gr 19-04-2007 16.74 33.02 28.16 28.51 18.39
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 10.86 27.54 25.56 0.0 0.0
ICICI Pru MidCap Gr 10-10-2004 10.62 28.39 22.71 27.04 16.02
Mirae Asset MidCap Reg 01-07-2019 9.13 22.29 20.95 26.44 0.0
HDFC Mid Cap Fund Gr 25-06-2007 8.87 25.21 26.47 29.84 18.14
Canara Robeco Mid Cap Fund Reg Gr 01-12-2022 8.34 23.62 0.0 0.0 0.0
Kotak Midcap Fund Reg Gr 30-03-2007 7.29 24.6 22.8 27.37 18.12
Sundaram MidCap Gr 01-07-2002 7.06 27.08 24.68 27.15 15.41
Edelweiss MidCap Reg Gr 26-12-2007 6.93 29.01 25.22 29.42 18.16

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 - - - - - -