Axis Midcap Fund - Regular Plan - IDCW
Fund House: Axis Mutual Fund
Category: Equity: Mid Cap
Status: Open Ended Schemes
Launch Date: 18-02-2011
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: BSE 150 MidCap TRI
Total Assets: 32218.49 As on (28-11-2025)
Expense Ratio: 1.56% As on (28-11-2025)
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 11-12-2025
41.8
0.35
CAGR Since Inception
16.91%
BSE 150 MidCap TRI 17.43%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Midcap Fund - Regular Plan - IDCW | -3.1 | 17.02 | 17.54 | 15.52 | 16.91 |
| Benchmark | - | - | - | - | - |
| Equity: Mid Cap | -2.4 | 20.06 | 21.77 | 16.4 | 17.51 |
Funds Manager
Mr. Shreyash Devalkar, Ms. Krishnaa N, Mr. Nitin Arora
RETURNS CALCULATORS for Axis Midcap Fund - Regular Plan - IDCW
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 - IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Midcap Fund - Regular Plan - IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis MidCap Reg IDCW | 18-02-2011 | -3.1 | 15.02 | 17.02 | 17.54 | 15.52 |
| Invesco India MidCap Gr | 19-04-2007 | 4.23 | 24.57 | 25.84 | 24.78 | 18.6 |
| Mirae Asset MidCap Reg | 01-07-2019 | 3.18 | 15.54 | 19.48 | 22.55 | 0.0 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 3.15 | 17.84 | 24.41 | 25.59 | 18.53 |
| ICICI Pru MidCap Gr | 10-10-2004 | 2.82 | 18.85 | 21.16 | 22.98 | 16.23 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 1.63 | 19.23 | 24.18 | 0.0 | 0.0 |
| Tata Mid Cap Fund Reg Plan Gr | 01-07-1994 | 0.71 | 13.8 | 20.7 | 21.11 | 16.15 |
| Sundaram MidCap Gr | 01-07-2002 | -0.23 | 17.82 | 22.63 | 23.29 | 15.69 |
| Canara Robeco Mid Cap Fund Reg Gr | 01-12-2022 | -0.75 | 15.82 | 19.77 | 0.0 | 0.0 |
| BARODA BNP PARIBAS Mid Cap Fund Gr | 02-05-2006 | -1.02 | 15.5 | 19.14 | 21.31 | 15.5 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Midcap Fund - Regular Plan - IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Midcap Fund - Regular Plan - IDCW | 13.08 | 1.04 | -1.81 | 0.8 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |