Axis Midcap Fund Regular-IDCW Reinvestment

Fund Details

NAV 34.94

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

Debt & Others (8.15%) Sector Allocation CBLO 10.5 Net Payables -3.29 Mutual Fund 0.94 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

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

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) 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.