Axis Midcap Direct Plan-Growth

Fund Details

NAV 131.97

Sub-Type Mid Cap

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 12.97

Fund Size(in Crores) 32201.79

Fund Performance

1 Month -2.07%

3 Month -2.28%

6 Month 2.97%

1 Year 0.51%

3 Year 19.6%

5 Year 19.53%

Know This Fund

As on 22 Dec 2025

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

Equity (97.7%) Market Cap Small Cap 32.09 Mid Cap 27.5 Large Cap 38.12 Top Sectors Healthcare 93.82 Services 1.59 Chemicals 1.17 Insurance 1.12 Top Holding Akums Drugs And Pharmaceuticals 0.13 Pfizer 1.39 Windlas Biotech 1.04 Medi Assist Healthcare Services 1.59 Hikal 0.92 Senores Pharmaceuticals 0.82 Metropolis Healthcare 1.31 Anthem Biosciences 1.03 Zydus Lifesciences 2.57 Laxmi Dental 0.71 Glenmark Pharmaceuticals 1.14 Sun Pharma Adv Resrc 0.62 JB Chemicals 1.59 Fine Organic Industries 1.17 Alembic Pharmaceuticals 1.85 Aarti Drugs 0.96 Blue Jet Healthcare 1.41 Syngene International 2.97 Procter & Gamble Health 0.63 Sun Pharmaceutical Industries 12.83 Cipla 8 Astrazeneca Pharma India 0.77 Aurobindo Pharma 6.04 Biocon 2.2 Cohance Lifesciences 2.68 Medplus Health Services 1.34 Rubicon Research 0.73 Sanofi Consumer Healthcare India 0.83 Gland Pharma 1.57 Alkem Laboratories 3.78 Dr. Reddy's Laboratories 9.81 Divi's Laboratories 7.48 Mankind Pharma 5.04 Lupin 5.7 Thyrocare Technologies 2.15 FDC 0.77 Shilpa Medicare 1.02 Star Health and Allied Insurance Company 1.12

Debt & Others (2.3%) Sector Allocation Repo 2.23 Net Payables -0.06 Cash Margin 0.13 Debt Credit Ratings Debt Category Others 2.3

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Dividend Yield Fund Regular-Growth Ret 1M 0.22% Ret 1Y -1.2% Ret 3Y 18.24% Ret 5Y 19.56%

Equity, Flexi Cap funds Aditya Birla Sun Life Dividend Yield Fund Regular-IDCW Ret 1M 0.22% Ret 1Y -1.2% Ret 3Y 18.24% Ret 5Y 19.56%

Equity, Flexi Cap funds Aditya Birla Sun Life Dividend Yield Fund Regular-IDCW Reinvestment Ret 1M 0.22% Ret 1Y -1.2% Ret 3Y 18.24% Ret 5Y 19.56%

Equity, Flexi Cap funds Baroda BNP Paribas Dividend Yield Fund Regular-Growth Ret 1M -0.29% Ret 1Y 3.4% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas Dividend Yield Fund Regular-IDCW Payout Ret 1M -0.29% Ret 1Y 3.4% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas Dividend Yield Fund Regular-IDCW Reinvestment Ret 1M -0.29% Ret 1Y 3.4% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Franklin India Dividend Yield Fund-Growth Ret 1M -0.33% Ret 1Y -0.6% Ret 3Y 16.77% Ret 5Y 19.95%

Equity, Flexi Cap funds Franklin India Dividend Yield Fund-IDCW Ret 1M -0.33% Ret 1Y -0.6% Ret 3Y 16.77% Ret 5Y 19.95%

Equity, Flexi Cap funds Franklin India Dividend Yield Fund-IDCW Payout Ret 1M -0.33% Ret 1Y -0.6% Ret 3Y 16.77% Ret 5Y 19.95%

Equity, Flexi Cap funds HDFC Dividend Yield Fund Regular - Growth Ret 1M -1.56% Ret 1Y 0.88% Ret 3Y 17.16% Ret 5Y 20.15%

Equity, Flexi Cap funds HDFC Dividend Yield Fund Regular-IDCW Payout Ret 1M -1.56% Ret 1Y 0.88% Ret 3Y 17.16% Ret 5Y 20.15%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.55%

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) 31

Date of Incorporation 2013-01-01

Total AUM 2025-11-30

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.