Axis Midcap Fund - Direct Plan - Growth
Expense Ratio: 0.55
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Direct
Benchmark: BSE Midcap 150 TRI
Inception: 31-01-2011
Exit Load: Nil
Fund Size:₹31,991.14 Cr
Performance
1Y
Fund6.25%
Cat. Avg.6.28%
2Y
Fund5.21%
Cat. Avg.4.78%
3Y
Fund18.10%
Cat. Avg.19.68%
5Y
Fund15.14%
Cat. Avg.17.06%
10Y
Fund18.18%
Cat. Avg.16.73%
SI
Fund18.74%
Cat. Avg.19.25%
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 | 3257.52 | 11.30% |
| 2 | NIFTY April 2026 Future | 1104.50 | 3.83% |
| 3 | The Federal Bank Limited | 1100.87 | 3.82% |
| 4 | Fortis Healthcare Limited | 989.57 | 3.43% |
| 5 | Multi Commodity Exchange of India Limited | 852.79 | 2.96% |
| 6 | GE Vernova T&D India Limited | 721.82 | 2.50% |
| 7 | Schaeffler India Limited | 648.61 | 2.25% |
| 8 | IPCA Laboratories Limited | 607.67 | 2.11% |
| 9 | The Indian Hotels Company Limited | 587.10 | 2.04% |
| 10 | Coromandel International Limited | 541.78 | 1.88% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63977 | +6.6% | +14.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.32 L. | +9.9% | +9.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.17 L. | +20.4% | +12.9% |
| 5Y | 09 Aug, 21 | 3 L. | 4.40 L. | +46.6% | +15.6% |
| 10Y | 08 Aug, 16 | 6 L. | 15.66 L. | +160.9% | +18.4% |
| SI | 07 Jan, 13 | 8.15 L. | 32.30 L. | +296.3% | +18.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.06 L. | +6.3% | +6.3% |
| 2Y | 18 Jul, 24 | 1 L. | 1.12 L. | +11.6% | +5.7% |
| 3Y | 17 Jul, 23 | 1 L. | 1.65 L. | +64.7% | +18.1% |
| 5Y | 19 Jul, 21 | 1 L. | 2.03 L. | +103.2% | +15.3% |
| 10Y | 18 Jul, 16 | 1 L. | 5.31 L. | +430.5% | +18.2% |
| SI | 02 Jan, 13 | 1 L. | 10.24 L. | +924.4% | +18.8% |
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.