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  • Axis Midcap Fund - Regular Plan - Growth
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Axis Midcap Fund - Regular Plan - Growth

Category: Equity: Mid Cap

Launch Date: 06-02-2011

Riskometer: Very High

NAV as on 12-12-2025

₹ 113.27

₹ 1.03 ( 0.9093%)

CAGR Since Inception

17.79%

BSE 150 MidCap TRI 17.43%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

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

Investment Objective

The scheme aims to generate long term capital growth by investing predominantly in equity and equity related securities of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Benchmark

BSE 150 MidCap TRI

Expense Ratio

1.56% As on (28-11-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

32,218.49 Cr As on (28-11-2025)

PERFORMANCE of Axis Midcap Fund - Regular Plan - Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 12-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Midcap Fund - Regular Plan - Growth -1.07 18.19 18.61 16.67 17.79
Benchmark - - - - -
Equity: Mid Cap -0.94 20.43 21.99 16.5 17.69
Nav Movement
RETURNS CALCULATOR for Axis Midcap Fund - Regular Plan - Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 0.9 -1.39 0.83 - -
Equity: Mid Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Axis MidCap Reg Gr 18.61
Invesco India MidCap Gr 25.01
Mirae Asset MidCap Reg 22.74
ICICI Pru MidCap Gr 23.24
HDFC Mid Cap Fund Gr 25.78
WhiteOak Capital Mid Cap Fund Reg Gr 0.0
Tata Mid Cap Fund Reg Plan Gr 21.29
Sundaram MidCap Gr 23.5
Canara Robeco Mid Cap Fund Reg Gr 0.0
BARODA BNP PARIBAS Mid Cap Fund Gr 21.52
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 17.55
Capital Goods 15.38
Consumer Services 11.45
Healthcare 11.2
Automobile and Auto Components 9.63
Chemicals 5.79
Information Technology 5.4
Consumer Durables 4.38
Realty 3.19
Telecommunication 2.59
Portfolio Holdings
Company Holdings (%)
Clearing Corporation of India Ltd 5.79
FORTIS HEALTHCARE LIMITED. EQ 4.04
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 2.81
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- 2.5
J.K.CEMENT LIMITED EQ 2.41
Bharti Hexacom Limited 2.39
GE T&D INDIA LIMITED EQ NEW RS. 2/- 2.32
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- 2.1
UNO MINDA LIMITED EQ NEW FV RS. 2/- 2.1
MCX INDIA LIMITED EQ NEW RS. 10/- 2.06
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