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  • Axis Midcap Fund (Growth)
Axis Mutual Fund

Axis Midcap Fund (Growth)

EquityMid Cap

78.61

NAV (Sep 29)

18%
5 Year CAGR
Scripbox Opinion
Neutral
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 ->

Fund Size

Category Leader

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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

78.61

NAV (Sep 29)

Fund Returns

Last 1Y
16.6%
Last 3Y
23.1%
Last 5Y
18%
Last 10Y
21%
Since Inception
17.8%
6 Month CAGR
23.5%

Scheme Information

Investment Objective

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

Expense Ratio
1.62
Launched (12y ago)
Feb 18, 2011
AUM in Crores
22664.676
ISIN
INF846K01859
Lock-in
No Lock-in
Benchmark
S&P BSE Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.3
Standard Deviation (5yr)
17.6
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.256
Sharpe Ratio (5yr)
0.623
YTM
0
Fund Managers

Shreyash Devalkar

Fund Manager

Vinayak Jayanath

Fund Manager

Nitin Arora

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Midcap Fund (Growth)70%11,52,756 4,20,14418%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-09-29

Top Stock Holdings

clearing corporation of india ltd

7.1%
7.1%

supreme industries ltd

4.5%
4.5%

cholamandalam investment and finance co ltd

4.4%
4.4%

indian hotels co ltd

3.7%
3.7%

trent ltd

3.4%
3.4%
See all holdings

Allocation by Sector

consumer cyclical

26.4%
26.4%

industrials

19.7%
19.7%

financial services

16.5%
16.5%

basic materials

12%
12%

technology

6.4%
6.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,197 cr

₹ 11,862 cr

₹ 17,630 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 268,870 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds.amc-img
022-43255161
customerservice@axismf.com
Fund NameScripbox Opinion
Till Date CAGR

4.7%

7.9%

4.7%

7%

5.9%

7%

5.8%

8%

4.8%

7.5%

Axis Midcap Fund (G) Review

Axis Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 17.8% over a period of 12 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Nitin Arora, Shreyash Devalkar, Vinayak Jayanath.

Nav of Axis Midcap Fund (G) as of 9/29/2023 is ₹78.61 with the total AUM as of 10/1/2023 is ₹22664.676. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Midcap Fund (G) was launched on Feb 18, 2011. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis Midcap Fund (G) 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 (G) 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 S&P BSE Midcap 150 TR INR.

Axis Midcap Fund (G) is rated as a 2 fund in Equity and delivered 16.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Midcap Fund (G).

Frequently Asked Questions

What is Axis Midcap Fund (G)?

Axis Midcap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Midcap Fund (G)?

You can invest in Axis Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Midcap Fund (G)?

The minimum sip amount for Axis Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Midcap Fund (G) good to invest in?

As per Scripbox experts, Axis Midcap Fund (G) is a Neutral fund. You can investAxis Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Midcap Fund (G)?

The expense ratio of the Axis Midcap Fund (G) is 1.62% for regular plan.