Axis Midcap Fund - Regular Plan - Growth
Expense Ratio: 1.56
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Regular
Benchmark: BSE Midcap 150 TRI
Inception: 31-01-2011
Exit Load: Nil
Fund Size:₹31,991.14 Cr
Performance
1Y
Fund6.19%
Cat. Avg.5.01%
2Y
Fund5.91%
Cat. Avg.3.52%
3Y
Fund16.88%
Cat. Avg.18.25%
5Y
Fund14.18%
Cat. Avg.15.69%
10Y
Fund16.73%
Cat. Avg.15.17%
SI
Fund17.54%
Cat. Avg.16.21%
Fund Facts
Manager(s)
Ms. Krishnaa N
Beta
0.83
Std Dev
14.20%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Clearing Corporation of India Ltd | 3868.52 | 11.44% |
| 2 | NIFTY July 2026 Future | 2191.54 | 6.48% |
| 3 | The Federal Bank Limited | 1436.92 | 4.25% |
| 4 | Fortis Healthcare Limited | 1198.33 | 3.55% |
| 5 | GE Vernova T&D India Limited | 908.17 | 2.69% |
| 6 | Apar Industries Limited | 820.47 | 2.43% |
| 7 | The Indian Hotels Company Limited | 737.13 | 2.18% |
| 8 | The Phoenix Mills Limited | 697.69 | 2.06% |
| 9 | Solar Industries India Limited | 696.07 | 2.06% |
| 10 | Schaeffler India Limited | 684.38 | 2.02% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63915 | +6.5% | +13.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.31 L. | +9.2% | +9.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.14 L. | +18.9% | +11.9% |
| 5Y | 09 Aug, 21 | 3 L. | 4.29 L. | +42.9% | +14.5% |
| 10Y | 08 Aug, 16 | 6 L. | 14.60 L. | +143.4% | +17.1% |
| SI | 07 Mar, 11 | 9.25 L. | 41.72 L. | +351.0% | +17.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.05 L. | +5.4% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.11 L. | +11.1% | +5.4% |
| 3Y | 20 Jul, 23 | 1 L. | 1.60 L. | +59.7% | +16.9% |
| 5Y | 20 Jul, 21 | 1 L. | 1.94 L. | +94.1% | +14.2% |
| 10Y | 20 Jul, 16 | 1 L. | 4.70 L. | +369.7% | +16.7% |
| SI | 24 Feb, 11 | 1 L. | 12.07 L. | +1107.4% | +17.6% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.