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: 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
42.3
-0.29
CAGR Since Inception
17.22%
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 - IDCW | -1.01 | 17.22 | 20.76 | 14.84 | 17.22 |
| 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 - 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 | -1.01 | 19.62 | 17.22 | 20.76 | 14.84 |
| 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 - 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 | - | - | - | - | - | - |