Axis Midcap Fund Regular-Growth

Fund Details

NAV 109.05

Sub-Type Mid Cap

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 14.96

Fund Size(in Crores) 31717.14

Fund Performance

1 Month -4.54%

3 Month -4.96%

6 Month -2.37%

1 Year 6.02%

3 Year 18.65%

5 Year 16.27%

Know This Fund

As on 03 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (92.91%) Market Cap Large Cap 17.42 Mid Cap 64.46 Small Cap 11.03 Top Sectors Services 15.57 Capital Goods 14.27 Financial 12.51 Healthcare 9.47 Automobile 9.33 Chemicals 6.21 Technology 5.73 Energy 3.63 Construction 3.15 Materials 2.78 Communication 2.56 Consumer Discretionary 2.21 Consumer Staples 1.98 Insurance 1.4 Metals & Mining 1.15 Textiles 0.98 Top Holding REC 0.12 Hindustan Petroleum Corporation 0.88 TVS Motor Company 1.76 Tata Communications 0.25 K.P.R. Mill 0.72 Solar Industries India 1.58 Persistent Systems 1.88 Schaeffler India 2 Kaynes Technology India 0.09 Ajanta Pharma 0.12 L&T Fin 1.13 PB Fintech 1.93 ICICI Lombard Gen. Insurance 1.2 Apar Industries 1.27 Oil India 0.12 Bharat Forge 1.04 Alkem Laboratories 0.71 AU Small Finance Bank 0.74 Trent 0.84 Sona BLW Precision Forgings 0.92 Balkrishna Industries 0.4 UNO Minda 2.09 Cholamandalam Financial 0.69 Vishal Mega Mart 1.54 Indus Towers 0.3 Premier Energies 1.4 Kei Industries 1.15 Bharti Hexacom 2.01 BSE 0.54 L&T Technology Services 0.43 The Phoenix Mills 2.16 ICICI Bank 0.74 Indian Bank 1.28 3M India 0.63 Anthem Biosciences 0.13 The Indian Hotels Company 2.52 Samvardhana Motherson 0.12 Container Corporation Of India 0.13 Page Industries 0.26 Granules India 0.06 JB Chemicals 0.57 Max Healthcare Institute 0.31 KPIT Technologies 0.16 Coforge 1.54 Abbott India 1.49 Cohance Lifesciences 0.16 Eternal 1.52 SRF 1.05 Mphasis 0.95 GE Vernova T&D 1.81 Info Edge (India) 0.93 Meesho 0.09 HDB Financial Services 0.06 Jubilant FoodWorks 0.64 Fortis Healthcare 3.64 Voltas 0.59 Colgate-Palmolive (India) 0.09 Sundaram Finance 0.84 Ipca Laboratories 0.81 Aarti Industries 0.06 Dixon Technologies (India) 1.27 Bajaj Finance 1.01 FSN E-Commerce Ventures 0.59 Linde India 0.24 Lupin 0.97 TVS Motor Company - Pref. Shares 0.02 LG Electronics India 0.43 Godrej Properties 0.13 Oracle Financial Services Software 0.78 Cummins India 1.87 CG Power 1.17 Supreme Industries 0.97 Glenmark Pharmaceuticals 0.5 Bharat Heavy Electricals 1.5 Astral 0.28 The Federal Bank 3.33 ICICI Prudential 0.21 Lenskart Solutions 0.14 Torrent Power 1.23 MCX 2.51 PI Industries 0.96 Bharat Electronics 1.37 Swiggy 1.03 ITC Hotels 0.76 Ashok Leyland 1.38 Prestige Estates Projects 0.85 Honeywell Automation India 0.17 Tube Investments Of India 0.57 JK Cement 1.52 Jyoti CNC Automation 0.5 Hitachi Energy India 1.38 Blue Star 1.04 Coromandel International 1.92 Endurance Technologies 0.45 Cholamandalam Investment and Finance Company 1.17 Oberoi Realty 0 ZF Commercial 0.58 Billionbrains Garage Ventures 0.46 Jindal Steel 1.01 Jindal Stainless 0.14 HDFC AMC 0.95 Fine Organic Industries 0.4

Debt & Others (7.09%) Sector Allocation Net Receivables 0.14 CBLO 6.95 Debt Credit Ratings Debt Category Others 7.09

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -6.11% Ret 1Y 5.99% Ret 3Y 19.85% Ret 5Y 18.41%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -6.11% Ret 1Y 5.99% Ret 3Y 19.85% Ret 5Y 18.41%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -6.11% Ret 1Y 5.99% Ret 3Y 19.85% Ret 5Y 18.41%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -5.92% Ret 1Y 6.52% Ret 3Y 22.28% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -5.92% Ret 1Y 6.52% Ret 3Y 22.28% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -5.92% Ret 1Y 6.52% Ret 3Y 22.28% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.54% Ret 1Y 6.02% Ret 3Y 18.65% Ret 5Y 16.27%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.54% Ret 1Y 6.02% Ret 3Y 18.65% Ret 5Y 16.27%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.54% Ret 1Y 6.02% Ret 3Y 18.65% Ret 5Y 16.27%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -5.51% Ret 1Y 10.11% Ret 3Y 23.61% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -5.51% Ret 1Y 10.11% Ret 3Y 23.61% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.58%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Krishnaa Narayan

Education She is a Chartered Accountant

Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers

Nitin Arora

Education Mr. Arora has done M.Sc in Finance and Investments

Experience Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..

Shreyash Devalkar

Education Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University

Experience Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 8

Date of Incorporation 2011-02-18

Total AUM 2025-12-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.