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Axis Midcap Fund Direct Growth

Growth
130.161.56% (+2.00)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Equity

Mid Cap Fund

Large-size Fund

Assets Under Mgmt: ₹ 30,501 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Equity

Mid Cap Fund

Large-size Fund

Assets Under Mgmt: ₹ 30,501 Cr

Very High Risk

Principle investment will be at very high risk

Axis Midcap Fund Performance & Key Metrics

Axis Midcap Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5464.060
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3058.170.06

Axis Midcap Fund Scheme InfoAxis Midcap Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil for 10% of investments and 1% for remaining investments on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
BSE 150 MidCap - TRI

About Mid Cap Fund

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Axis Midcap Fund Peers

Axis Midcap Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Midcap Fund4.43%25.92%19.79%
HDFC Mid-Cap Opportunities Fund6.24%34.17%21.39%
Kotak Emerging Equity Fund5.89%29.36%21.20%
Nippon India Growth Fund7.09%33.04%19.13%

Axis Midcap Fund Returns Comparison

Compare Axis Midcap Fund with any MF, ETF, stock or index
Compare Axis Midcap Fund with any MF, ETF, stock or index
Axis Midcap Fund
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Axis Midcap Fund Portfolio

Axis Midcap Fund Asset Allocation

Axis Midcap Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
Cash & EquivalentsEquity5.85%94.15%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Axis Midcap Fund Sector Distribution

Axis Midcap Fund Sector Distribution

+32 morePharmaceuticalsInvestment Banking & BrokerageAuto PartsElectrical Components & EquipmentsIT Services & Consulting64.72 %6.51 %6.66 %7.05 %7.40 %7.65 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Axis Midcap Fund Sector Weightage

Axis Midcap Fund Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 255.16%4.97%7.15%8.46%7.59%7.65%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Axis Midcap Fund Current Holdings

Axis Midcap Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Axis Midcap Fund

AMC Profile of Axis Midcap Fund

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    71

  • Total AUM

    ₹ 3,29,920.29 Cr.

Axis Midcap Fund Manager Details

Axis Midcap Fund Manager Details

Axis Midcap Fund Manager Profile

Axis Midcap Fund Manager Profile

Shreyash Devalkar

AUM:  ₹1,31,050.36 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Nitin Arora

AUM:  ₹44,736.93 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Krishnaa N

AUM:  ₹1,42,155.55 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Axis Midcap Fund Manager Performance (0)

Axis Midcap Fund Manager Performance (0)

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Axis Midcap Fund Tax Implications

Axis Midcap Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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You make

Axis Midcap Fund Review & Opinions

Axis Midcap Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Axis Midcap Fund?

    The current NAV of Axis Midcap Fund is ₹130.16, as of 20th June 2025.

  2. What are the returns of Axis Midcap Fund?

    The Axis Midcap Fund was launched on 1st January 1970. This mutual fund's past returns are as follows:
    • 1 Year Returns: 4.43%
    • 3 Year Returns: 25.92%
    • 5 Year Returns: 26.10%

  3. What are the top 5 sectoral holdings of Axis Midcap Fund?

    The top sectors Axis Midcap Fund has invested in are as follows:
    • IT Services & Consulting | 7.65%
    • Electrical Components & Equipments | 7.40%
    • Auto Parts | 7.05%
    • Investment Banking & Brokerage | 6.66%
    • Pharmaceuticals | 6.51%
    This data is as on 20th June 2025.

  4. What are the top 5 holdings of Axis Midcap Fund?

    The top 5 holdings for Axis Midcap Fund are as follows:
    • Clearing Corporation of India Ltd | 5.13%
    • Fortis Healthcare Ltd | 3.08%
    • Coromandel International Ltd | 2.92%
    • Indian Hotels Company Ltd | 2.75%
    • Solar Industries India Ltd | 2.60%
    This data is as on 20th June 2025.

  5. What is the asset allocation of Axis Midcap Fund?

    The asset allocation for Axis Midcap Fund is as follows:
    • Equity | 94.15%
    • Cash & Equivalents | 5.85%
    This data is as on 20th June 2025.

  6. What is the AUM of Axis Midcap Fund?

    The AUM (i.e. assets under management) of Axis Midcap Fund is ₹30501.51 Cr as of 20th June 2025.

  7. What is the expense ratio of Axis Midcap Fund?

    The expense ratio of Axis Midcap Fund Plan is 0.54 as of 20th June 2025.

  8. What is the alpha ratio of Axis Midcap Fund?

    The alpha ratio for the Axis Midcap Fund is 4.16

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of Axis Midcap Fund?

    The volatility or standard deviation for the Axis Midcap Fund is 16.35

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of Axis Midcap Fund?

    The Sharpe ratio for the Axis Midcap Fund is N/A

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of Axis Midcap Fund?

    The Sortino Ratio for the Axis Midcap Fund is N/A

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of Axis Midcap Fund?

    The PE ratio of Axis Midcap Fund is 64.06, while category PE ratio is 58.17.