- Mutual Funds
- Axis Mutual Fund
- Axis Midcap Fund Direct Growth
Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Axis Midcap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment6,61,880
Wealth Gained13,94,492
Total Corpus Created (₹)
With CAGR of 24.939 % in 5 yearsHistorical NAV
₹ 112.36
NAV (Apr 8)
Fund Returns
Last 1Y | 2.9% |
Last 3Y | 13.1% |
Last 5Y | 24.9% |
Last 10Y | 15.3% |
Since Inception | 18.5% |
6 Month CAGR | -14.4% |
Scheme Information
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Expense Ratio | 0.56 % |
Launched | - |
AUM in Crores | 26087.9 |
ISIN | INF846K01EH3 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 150 MidCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 15.5 |
Beta | 0.8 |
Sharpe Ratio | 0.6 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Midcap Fund Direct (G) | 13,94,492 | 6,61,880 | 24.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Cholamandalam Investment and Finance Company Ltd.
3.04%Trent Ltd.
2.9%Supreme Industries Ltd.
2.81%Cummins India Ltd.
2.62%The Indian Hotels Company Ltd.
2.59%
Allocation by Sector
Healthcare
12.81%Services
10.74%Financial
9.96%Capital Goods
9.29%Technology
7.85%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 21,526 cr | ||
₹ 14,981 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.9% | 8.7% | ||
6.3% | 5.1% | ||
7.6% | 8.3% | ||
7.1% | 7.7% | ||
7.4% | 8.2% |
Axis Midcap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment6,61,880
Wealth Gained13,94,492
Total Corpus Created (₹)
With CAGR of 24.939 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Axis Midcap Fund Direct Plan Growth?
What is the current AUM of Axis Midcap Fund Direct Growth?
What is the latest NAV of Axis Midcap Fund Direct Growth?
What is the Riskometer rating for Axis Midcap Fund Direct Plan Growth?
Which are the top sector holdings in Axis Midcap Fund Direct Plan?
Which are the top stock holdings in Axis Midcap Fund Direct Plan?
What is the asset allocation of Axis Midcap Fund Direct Plan Growth?
What has been the performance of Axis Midcap Fund Direct Growth returns?
Does Axis Midcap Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Axis Midcap Fund Direct Plan Growth?
How to invest in Axis Midcap Fund Direct Growth?
How can I redeem my investment in Axis Midcap Fund Direct Plan?