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
Fund6.00%
Cat. Avg.5.82%
2Y
Fund4.47%
Cat. Avg.3.87%
3Y
Fund17.23%
Cat. Avg.18.66%
5Y
Fund13.99%
Cat. Avg.15.93%
10Y
Fund16.87%
Cat. Avg.15.23%
SI
Fund17.57%
Cat. Avg.16.39%
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% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 64021 | +6.7% | +14.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.31 L. | +9.4% | +9.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.14 L. | +19.1% | +12.2% |
| 5Y | 09 Aug, 21 | 3 L. | 4.29 L. | +43.2% | +14.7% |
| 10Y | 08 Aug, 16 | 6 L. | 14.63 L. | +143.8% | +17.2% |
| SI | 07 Mar, 11 | 9.25 L. | 41.79 L. | +351.8% | +17.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.06 L. | +6.0% | +6.0% |
| 2Y | 15 Jul, 24 | 1 L. | 1.09 L. | +9.1% | +4.5% |
| 3Y | 17 Jul, 23 | 1 L. | 1.61 L. | +60.6% | +17.1% |
| 5Y | 15 Jul, 21 | 1 L. | 1.92 L. | +92.4% | +14.0% |
| 10Y | 15 Jul, 16 | 1 L. | 4.75 L. | +375.3% | +16.9% |
| SI | 24 Feb, 11 | 1 L. | 12.09 L. | +1109.4% | +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.