Axis Midcap Fund - Regular Plan - IDCW
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
Fund-7.35%
Cat. Avg.0.39%
2Y
Fund-8.00%
Cat. Avg.-0.79%
3Y
Fund4.53%
Cat. Avg.13.45%
5Y
Fund0.29%
Cat. Avg.11.79%
10Y
Fund6.46%
Cat. Avg.13.69%
SI
Fund9.23%
Cat. Avg.14.98%
Fund Facts
No available Data
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 Nov, 25 | 60000 | 59573 | -0.7% | -1.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.18 L. | -2.0% | -2.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.77 L. | -1.7% | -1.1% |
| 5Y | 08 Nov, 21 | 3 L. | 3.23 L. | +7.5% | +2.9% |
| 10Y | 07 Nov, 16 | 6 L. | 8.13 L. | +35.4% | +6.0% |
| SI | 07 Mar, 11 | 9.40 L. | 17.58 L. | +87.1% | +7.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 92646 | -7.4% | -7.4% |
| 2Y | 16 Oct, 24 | 1 L. | 84648 | -15.4% | -8.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.14 L. | +14.2% | +4.5% |
| 5Y | 18 Oct, 21 | 1 L. | 1.01 L. | +1.1% | +0.2% |
| 10Y | 17 Oct, 16 | 1 L. | 1.89 L. | +88.8% | +6.6% |
| SI | 24 Feb, 11 | 1 L. | 3.98 L. | +298.5% | +9.2% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.