Axis Midcap Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund
Category: Equity: Mid Cap
Status: Open Ended Schemes
Launch Date: 06-02-2011
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: BSE 150 MidCap TRI
Total Assets: 30554.72 As on (30-05-2025)
Expense Ratio: 1.57% As on (31-05-2025)
Turn over: 81.00% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis,For remaining investments: 1% w.e.f., 25/09/2017.
NAV as on 11-06-2025
113.37
-0.31
CAGR Since Inception
18.48%
BSE 150 MidCap TRI 17.88%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Midcap Fund - Regular Plan - Growth | 8.75 | 23.01 | 25.31 | 16.52 | 18.48 |
| Benchmark | - | - | - | - | - |
| Equity: Mid Cap | 8.39 | 25.87 | 29.92 | 16.62 | 19.12 |
Funds Manager
Mr. Shreyash Devalkar, Ms. Krishnaa N, Mr. Nitin Arora
RETURNS CALCULATORS for Axis Midcap Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Midcap Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Midcap Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis MidCap Reg Gr | 06-02-2011 | 8.75 | 25.32 | 23.01 | 25.31 | 16.52 |
| Invesco India MidCap Gr | 19-04-2007 | 21.1 | 35.16 | 30.91 | 31.1 | 18.14 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 16.32 | 33.67 | 30.15 | 34.13 | 18.56 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 16.12 | 32.01 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Midcap Fund Reg Gr | 02-02-2014 | 14.05 | 33.6 | 34.56 | 36.98 | 18.03 |
| Sundaram MidCap Gr | 01-07-2002 | 11.99 | 32.48 | 29.0 | 30.18 | 15.82 |
| Nippon India Growth Fund Gr Gr | 05-10-1995 | 11.34 | 33.09 | 29.83 | 34.17 | 18.54 |
| Canara Robeco Mid Cap Fund Reg Gr | 01-12-2022 | 11.33 | 27.26 | 0.0 | 0.0 | 0.0 |
| HDFC Mid-Cap Opportunities Gr | 25-06-2007 | 11.33 | 30.33 | 31.19 | 33.61 | 18.24 |
| Franklin India Prima Fund Gr | 01-12-1993 | 10.56 | 29.97 | 28.44 | 28.26 | 15.78 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Midcap Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Midcap Fund - Regular Plan - Growth | 13.08 | 0.91 | -2.63 | 0.85 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |