Axis Mutual Fund

Axis Midcap Fund Regular Plan Growth

₹ 98.04

NAV (Apr 11)

22.571%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
Click here for top ranked funds in mid cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Scheme Information

Investment Objective

The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

Expense Ratio
1.59 %
Launched 14Y ago
2011-02-18
AUM in Crores
28063
ISIN
INF846K01859
Lock-in (days)
No Lock-in
Benchmark
BSE 150 MidCap Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.5
Beta
0.8
Sharpe Ratio
0.5
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-27

Top Stock Holdings

Cholamandalam Investment and Finance Company Ltd.

3.04%
3.04%

Trent Ltd.

2.9%
2.9%

Supreme Industries Ltd.

2.81%
2.81%

Cummins India Ltd.

2.62%
2.62%

The Indian Hotels Company Ltd.

2.59%
2.59%
See all holdings
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Allocation by Sector

Healthcare

12.81%
12.814591%

Services

10.74%
10.737874%

Financial

9.96%
9.961505%

Capital Goods

9.29%
9.292629%

Technology

7.85%
7.852646%
See all sectors
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comparison

Comparison with Equity Funds

Axis Midcap Fund Regular Plan Growth Review

Axis Midcap Fund Regular Plan Growth is a Mid Cap Equity fund and has delivered an annualised return of 17.35% over 14 years. The fund has grown over a period of 14 years. The fund is managed by Axis Mutual Fund. The fund managers are Krishnaa Narayan, Nitin Arora, Shreyash Devalkar.

Nav of Axis Midcap Fund as of 4/11/2025 is ₹98.04 with the total AUM as of 4/12/2025 is ₹28063.01. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Midcap Fund was launched on 2011-02-18. The category risk of the fund is Very High.

The minimum SIP amount for Axis Midcap Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Axis Midcap Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 150 MidCap Total Return Index.

Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 3.41% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Midcap Fund.

Frequently Asked Questions

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