Axis Midcap Fund Regular-IDCW Payout

Fund Details

NAV 39.63

Sub-Type Mid Cap

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 15.26

Fund Size(in Crores) 32276.32

Fund Performance

1 Month 0.69%

3 Month 2.62%

6 Month 1.86%

1 Year 7.08%

3 Year 18.63%

5 Year 15.25%

Know This Fund

As on 25 May 2026

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

Equity (95.39%) Market Cap Large Cap 22.04 Mid Cap 61.75 Small Cap 11.59 Top Sectors Services 15.14 Capital Goods 13.62 Financial 13.42 Healthcare 10.65 Automobile 9.24 Chemicals 6.43 Energy 5.02 Technology 4.45 Materials 3.26 Consumer Staples 2.96 Construction 2.7 Consumer Discretionary 2.54 Communication 2.02 Insurance 1.42 Textiles 1.3 Metals & Mining 1.22 Top Holding 3M India 0.58 Abbott India 1.28 Alkem Laboratories 0.87 Anthem Biosciences 0.37 Apar Industries 1.76 Ashok Leyland 0.97 Astral 0.42 AU Small Finance Bank 1.05 Bajaj Finance 0.74 Balkrishna Industries 0.31 Bharat Electronics 0.92 Bharat Forge 1.53 Bharat Heavy Electricals 1.59 Bharti Hexacom 1.26 Billionbrains Garage Ventures 0.32 Blue Star 1.14 BSE 2.14 CG Power 1.14 Cholamandalam Financial 0.79 Cholamandalam Investment and Finance Company 0.67 Coforge 1.06 Container Corporation Of India 0.13 Coromandel International 1.83 Cummins India 1.92 Dixon Technologies (India) 0.15 Endurance Technologies 0.4 Eternal 0.74 Fine Organic Industries 0.44 Fortis Healthcare 3.56 FSN E-Commerce Ventures 0.79 GE Vernova T&D 2.59 Glenmark Pharmaceuticals 0.53 Hindustan Petroleum Corporation 0.92 Hitachi Energy India 1.73 ICICI Bank 0.47 ICICI Lombard Gen. Insurance 1.2 ICICI Prudential 0.15 Indian Bank 1.21 Indusind Bank 0.13 Indus Towers 0.25 Info Edge (India) 0.69 Ipca Laboratories 1.9 ITC Hotels 0.52 JB Chemicals 0.62 Jindal Steel 0.99 JK Cement 1.45 Jubilant FoodWorks 0.54 Jyoti CNC Automation 0.29 Kei Industries 0.96 KPIT Technologies 0.1 K.P.R. Mill 0.8 Lenskart Solutions 0.08 LG Electronics India 0.44 Linde India 0.22 L&T Fin 0.75 L&T Technology Services 0.3 Lupin 0.9 Mankind Pharma 0.36 MCX 3.43 Mphasis 0.74 Nifty 50 5.64 Oracle Financial Services Software 0.56 Page Industries 0.51 PB Fintech 1.09 Persistent Systems 1.21 Petronet LNG 0.08 PI Industries 0.98 Premier Energies 1.63 Prestige Estates Projects 0.5 Radico Khaitan 0.27 Schaeffler India 2.25 Shriram Finance 0.79 Solar Industries India 1.78 Sona BLW Precision Forgings 1.54 SRF 1.17 Sundaram Finance 0.71 Supreme Industries 1.14 Swiggy 0.64 Tata Communications 0.21 The Federal Bank 3.87 The Indian Hotels Company 2.03 The Phoenix Mills 1.96 Torrent Power 1.66 Trent 0.74 Tube Investments Of India 0.82 TVS Motor Company 1.32 UNO Minda 1.48 Vishal Mega Mart 1.37 Voltas 0.78 ZF Commercial 0.49

Debt & Others (4.609999999999999%) Sector Allocation CBLO 8.78 Net Payables -5.11 Mutual Fund 0.94 Debt Credit Ratings Debt Category Axis Money Market Direct-G 0.94 Others 3.67

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M 0.31% Ret 1Y 6.08% Ret 3Y 19.29% Ret 5Y 16.75%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M 0.31% Ret 1Y 6.08% Ret 3Y 19.29% Ret 5Y 16.75%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M 0.31% Ret 1Y 6.08% Ret 3Y 19.29% Ret 5Y 16.75%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M 1.37% Ret 1Y 8.06% Ret 3Y 22.06% Ret 5Y 18.38%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M 1.37% Ret 1Y 8.06% Ret 3Y 22.06% Ret 5Y 18.38%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M 1.37% Ret 1Y 8.06% Ret 3Y 22.06% Ret 5Y 18.38%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 0.69% Ret 1Y 7.08% Ret 3Y 18.63% Ret 5Y 15.25%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 0.69% Ret 1Y 7.08% Ret 3Y 18.63% Ret 5Y 15.25%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 0.69% Ret 1Y 7.08% Ret 3Y 18.63% Ret 5Y 15.25%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M 2.38% Ret 1Y 10.22% Ret 3Y 22.82% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M 2.38% Ret 1Y 10.22% Ret 3Y 22.82% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.56%

Exit Load 1.0%

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) 13

Date of Incorporation 2011-02-18

Total AUM 366572.37

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.