Axis Midcap Fund Regular-Growth

Fund Details

NAV 102.47

Sub-Type Mid Cap

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 15.09

Fund Size(in Crores) 31977.11

Fund Performance

1 Month -9.96%

3 Month -10.02%

6 Month -10.81%

1 Year 1.28%

3 Year 17.23%

5 Year 13.48%

Know This Fund

As on 24 Mar 2026

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

Equity (91.85%) Market Cap Large Cap 18.34 Mid Cap 64.03 Small Cap 9.48 Top Sectors Financial 15.52 Capital Goods 13.1 Services 12.57 Healthcare 10.21 Automobile 10.16 Chemicals 6.16 Energy 3.99 Technology 3.78 Materials 3.22 Construction 2.57 Consumer Discretionary 2.48 Consumer Staples 2.36 Communication 2.21 Insurance 1.36 Metals & Mining 1.15 Textiles 1 Top Holding Hindustan Petroleum Corporation 0.97 TVS Motor Company 1.81 Tata Communications 0.21 K.P.R. Mill 0.77 Solar Industries India 1.57 Persistent Systems 1.07 Schaeffler India 2.3 L&T Fin 0.84 PB Fintech 0.98 Bank Nifty 1.97 ICICI Lombard Gen. Insurance 1.15 Shriram Finance 0.21 Apar Industries 1.61 Oil India 0.13 Bharat Forge 1.46 Alkem Laboratories 0.72 AU Small Finance Bank 0.98 Trent 0.71 Sona BLW Precision Forgings 1.14 UNO Minda 1.73 Balkrishna Industries 0.47 Cholamandalam Financial 0.81 Indus Towers 0.56 Vishal Mega Mart 1.3 Premier Energies 1.21 Kei Industries 1.17 Bharti Hexacom 1.37 BSE 0.45 L&T Technology Services 0.3 The Phoenix Mills 1.92 Indian Bank 1.48 ICICI Bank 0.75 3M India 0.66 Anthem Biosciences 0.14 The Indian Hotels Company 2.26 Container Corporation Of India 0.13 Page Industries 0.23 JB Chemicals 0.63 KPIT Technologies 0.1 Coforge 0.88 Abbott India 1.35 Cohance Lifesciences 0.04 Eternal 0.75 SRF 0.97 Mphasis 0.75 GE Vernova T&D 2.39 Info Edge (India) 0.71 Meesho 0.08 HDB Financial Services 0.06 Jubilant FoodWorks 0.59 Fortis Healthcare 3.85 Voltas 0.67 Sundaram Finance 0.87 Aarti Industries 0.06 Ipca Laboratories 1.63 Bajaj Finance 1.01 Dixon Technologies (India) 0.29 FSN E-Commerce Ventures 0.52 Linde India 0.23 Lupin 1.05 TVS Motor Company - Pref. Shares 0.02 LG Electronics India 0.45 Mankind Pharma 0.24 Oracle Financial Services Software 0.55 Cummins India 1.8 CG Power 1.02 Supreme Industries 1.27 Glenmark Pharmaceuticals 0.49 Bharat Heavy Electricals 1.2 The Federal Bank 3.98 Astral 0.33 ICICI Prudential 0.19 Lenskart Solutions 0.08 Torrent Power 1.51 Bharat Electronics 1.06 PI Industries 1.01 MCX 2.73 ITC Hotels 0.58 Ashok Leyland 1.77 Swiggy 0.73 Prestige Estates Projects 0.58 Nifty 50 1.43 Honeywell Automation India 0.1 JK Cement 1.57 Tube Investments Of India 0.6 Hitachi Energy India 1.38 Jyoti CNC Automation 0.37 Blue Star 1.26 Coromandel International 1.87 Cholamandalam Investment and Finance Company 0.93 Endurance Technologies 0.46 ZF Commercial 0.59 Billionbrains Garage Ventures 0.25 Jindal Steel 1.09 HDFC AMC 0.86 Fine Organic Industries 0.45

Debt & Others (8.15%) Sector Allocation CBLO 10.5 Mutual Fund 0.94 Net Payables -3.29 Debt Credit Ratings Debt Category Axis Money Market Direct-G 0.94 Others 7.21

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.57%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

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

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.

Krishnaa Narayan

Education She is a Chartered Accountant

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

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) 4

Date of Incorporation 2011-02-18

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.