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-3.69%
Cat. Avg.5.01%
2Y
Fund-4.59%
Cat. Avg.3.52%
3Y
Fund7.26%
Cat. Avg.18.25%
5Y
Fund4.02%
Cat. Avg.15.69%
10Y
Fund6.55%
Cat. Avg.15.17%
SI
Fund9.60%
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 | 60983 | +1.6% | +3.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | -0.2% | -0.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.85 L. | +2.9% | +1.9% |
| 5Y | 09 Aug, 21 | 3 L. | 3.34 L. | +11.3% | +4.3% |
| 10Y | 08 Aug, 16 | 6 L. | 8.49 L. | +41.5% | +6.8% |
| SI | 07 Mar, 11 | 9.25 L. | 17.95 L. | +94.0% | +8.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 96309 | -3.7% | -3.7% |
| 2Y | 18 Jul, 24 | 1 L. | 91799 | -8.2% | -4.2% |
| 3Y | 17 Jul, 23 | 1 L. | 1.23 L. | +23.4% | +7.3% |
| 5Y | 19 Jul, 21 | 1 L. | 1.22 L. | +22.3% | +4.1% |
| 10Y | 18 Jul, 16 | 1 L. | 1.88 L. | +88.3% | +6.5% |
| SI | 24 Feb, 11 | 1 L. | 4.10 L. | +310.1% | +9.6% |
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.