Axis Midcap Direct Plan-IDCW Reinvestment
Axis Midcap Direct Plan-IDCW Reinvestment: Mutual Fund Overview
Axis Midcap Direct Plan-IDCW Reinvestment is an Mid Cap mutual fund with over 13.19 years of performance history. The scheme manages an AUM of ₹31977.11 Cr and has a NAV of ₹49.26. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 13.61%.
Equity, Mid Cap, Principal at very high risk
1 Year Return 13.61% at 12 Mar 2026 06:47 PM
Fund Details
NAV 49.26
Sub-Type Mid Cap
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 13.19
Fund Size(in Crores) 31977.11
Fund Performance
1 Month -4.92%
3 Month -2.96%
6 Month -4.32%
1 Year 13.61%
3 Year 19.72%
5 Year 15.47%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.68%) Market Cap Small Cap 28.03 Mid Cap 27.37 Large Cap 44.28 Top Sectors Healthcare 99.68 Top Holding Sun Pharmaceutical Industries 13.08 Akums Drugs And Pharmaceuticals 0.89 Glaxosmithkline Pharma 2.83 Narayana Hrudayalaya 1.82 Syngene International 0.96 Medplus Health Services 3.7 Alkem Laboratories 2.2 Thyrocare Technologies 2.08 JB Chemicals 1.98 Aurobindo Pharma 2.5 Sanofi Consumer Healthcare India 1.15 Vijaya Diagnostic Centre 3.49 Fortis Healthcare 1.25 Lupin 7.99 Max Healthcare Institute 3.49 Emcure Pharmaceuticals 1.31 Astrazeneca Pharma India 0.67 Anthem Biosciences 0.89 Gland Pharma 1.76 Apollo Hospitals Enterprise 5.17 Suraksha Diagnostic 1.27 Divi's Laboratories 6.56 Concord Biotech 0.16 Indoco Remedies 0.45 Biocon 1.04 Abbott India 2.37 Sai Life Sciences 3.07 Cipla 5.67 Pfizer 1.94 Dr. Reddy's Laboratories 5.81 Dr. Lal Pathlabs 2.05 Ajanta Pharma 3.41 Ipca Laboratories 2.51 Sanofi India 1.1 Mankind Pharma 3.06
Debt & Others (0.32%) Sector Allocation Margin Money 0 Net Payables -0.02 Repo 0.34 Debt Credit Ratings Debt Category Others 0.32
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
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
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.
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..
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) 5
Date of Incorporation 2013-01-01
Total AUM 366904.0
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.