Axis Midcap Fund - Direct Plan - IDCW
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
Fund-1.98%
Cat. Avg.7.08%
2Y
Fund-3.33%
Cat. Avg.5.13%
3Y
Fund8.72%
Cat. Avg.20.09%
5Y
Fund5.28%
Cat. Avg.17.28%
10Y
Fund8.32%
Cat. Avg.16.79%
SI
Fund10.77%
Cat. Avg.19.43%
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 | 61598 | +2.7% | +5.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.22 L. | +1.3% | +1.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.89 L. | +5.0% | +3.4% |
| 5Y | 09 Aug, 21 | 3 L. | 3.45 L. | +15.1% | +5.7% |
| 10Y | 08 Aug, 16 | 6 L. | 9.17 L. | +52.9% | +8.3% |
| SI | 07 Jan, 13 | 8.15 L. | 15.74 L. | +93.1% | +9.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 98021 | -2.0% | -2.0% |
| 2Y | 15 Jul, 24 | 1 L. | 93455 | -6.5% | -3.3% |
| 3Y | 17 Jul, 23 | 1 L. | 1.28 L. | +28.1% | +8.6% |
| 5Y | 15 Jul, 21 | 1 L. | 1.29 L. | +29.3% | +5.3% |
| 10Y | 15 Jul, 16 | 1 L. | 2.22 L. | +122.3% | +8.3% |
| SI | 02 Jan, 13 | 1 L. | 3.99 L. | +299.5% | +10.8% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
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%
₹
%
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.