Skip to main content
Loading...
AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor
  • About
    • About Us
    • Our Team
    • Our Mentors
    • Contact
  • Services
  • MF Research
    • Mutual Fund Trailing Returns
    • Mutual Fund Category Monitor
    • Mutual Fund Point to Point Returns
    • Mutual Fund Quartile Ranking
    • Mutual Fund Annual Returns
    • Mutual Fund Portfolio Overlap
    • Top Consistent Mutual Funds
    • Top Performing SIP Funds
    • SIP with Annual Increase
    • Mutual Fund SIP Return Calculator
    • Top Performing Lumpsum Funds
    • Lumpsum Returns Calculator
    • Rolling Return vs Category
    • Rolling Return vs Other Benchmark
    • Rolling Return vs Sensex & Gold
    • PPF Vs ELSS
    • Mutual Fund STP Calculator
    • STP Calculator Profit Transfer
    • Mutual Fund SWP Return Calculator
    • SWP With Annual Increase
  • NFLX Calculators
    • SIP Calculator
    • Become A Crorepati
    • EMI Loan Calculator
    • Retirement Planning Calculator
    • SWP Calculator
    • Lumpsum Target Calculator
    • Cost Inflation Index
    • Goal Setting Calculator
    • Composite Financial Goal
    • Education Planner
    • Future Value
    • Compounding Calculator
    • Human Life Value Calculator
  • Goals
    • Dream Home
    • Wealth Creation
    • Retirement
    • Child's Education
    • Child's Wedding
    • Emergency Fund
  • Knowledge
    • Blog
    • News
    • Login
    • Sign up
  • Login
  • Sign up
  • Home
  • Axis Midcap Fund - Regular Plan - Growth
Axis Midcap Fund - Regular Plan - Growth

Category: Equity: Mid Cap

Launch Date: 06-02-2011

Riskometer: Very High

NAV as on 31-05-2025

₹ 110.05

₹ 0 ( 0.0%)

CAGR Since Inception

18.27%

BSE 150 MidCap TRI 17.69%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

Mr. Shreyash Devalkar, Ms. Krishnaa N, Mr. Nitin Arora

Investment Objective

The scheme aims to generate long term capital growth by investing predominantly in equity and equity related securities of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Benchmark

BSE 150 MidCap TRI

Expense Ratio

1.58% As on (30-04-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

28,905.51 Cr As on (30-04-2025)

PERFORMANCE of Axis Midcap Fund - Regular Plan - Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 30-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Midcap Fund - Regular Plan - Growth 10.29 20.47 25.4 15.62 18.27
Benchmark - - - - -
Equity: Mid Cap 9.9 23.73 30.22 15.68 18.66
Nav Movement
RETURNS CALCULATOR for Axis Midcap Fund - Regular Plan - Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Midcap Fund - Regular Plan - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Midcap Fund - Regular Plan - Growth 13.08 0.66 -2.93 0.85 - -
Equity: Mid Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Axis MidCap Reg Gr 25.4
Invesco India MidCap Gr 31.0
Motilal Oswal Midcap Fund Reg Gr 37.91
WhiteOak Capital Mid Cap Fund Reg Gr 0.0
Edelweiss MidCap Reg Gr 33.96
Sundaram MidCap Gr 30.66
Franklin India Prima Fund Gr 29.0
Nippon India Growth Fund Gr Gr 34.6
Canara Robeco Mid Cap Fund Reg Gr 0.0
HDFC Mid-Cap Opportunities Gr 34.26
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 15.59
Healthcare 11.99
Capital Goods 11.53
N/A 10.03
Automobile and Auto Components 8.9
Consumer Services 8.57
Chemicals 8.29
Information Technology 6.83
Consumer Durables 4.18
Realty 3.35
Portfolio Holdings
Company Holdings (%)
Clearing Corporation of India Ltd 9.41
FORTIS HEALTHCARE LIMITED. EQ 3.16
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- 3.1
COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- 2.99
Persistent Systems Ltd 2.59
Bharti Hexacom Limited 2.41
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- 2.31
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 2.16
J.K.CEMENT LIMITED EQ 2.16
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- 2.02
About

In the vast landscape of the financial world, there exists a beacon of growth, prosperity, and empowerment - a company named NextFreedom LifeX.

F-5, Municipality Shopping Centre, Shubhash Road, Gamdi Vad, Anand - 388001

+91 - 87992 12156

+91 - 82007 70942

connect@freedomlifex.com
Quick Links
  • About us
  • Services
  • Blog
  • News
  • Contact Us
  • Privacy Policy
  • Terms & Conditions
  • Commission Disclosure
Useful Links
  • Tools & Calculators
  • Model Portfolio
  • Mutual Fund Research
  • FAQ - Mutual Funds
  • FAQ - NRI Investing
  • FAQ - Financial Planning
  • Download Center
  • EKYC
  • CAS Flow
Useful Links
  • Child Education
  • Wedding
  • Retirement
  • Home
  • Wealth Creation
  • Emergency Fund

Risk Factors : Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Fund schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for Commission earnings is made to clients at the time of investments. The option of Direct Plan for every Mutual Fund Scheme is available to investors, offering the advantage of a lower expense ratio. We are not entitled to earn any commission on Direct Plans; hence, we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN-270604 | Initial Registration Date - 12 Jun 2023 | Validity - 11 Jun 2026

Grievance Officer : B S Kumaresh | support@freedomlifex.com


SEBI Disclaimer | SID/SAI/KIM | SEBI Circular | AMFI Risk Factors | Code of Conduct

© 2024 Company. All Right Reserved.

Are you an existing investor ?

YES  NO
Login To Your Account

New user? Create Your Account Now

Create Your Account With Us


How may I help you?