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  • Axis Mutual Fund
  • Axis Midcap Fund (Growth)
Axis Mutual Fund

Axis Midcap Fund (Growth)

EquityMid Cap

69.39

NAV (Aug 17)

18.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

However, Scripbox does not recommend investing in mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 18,677 Cr

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

Outperformance Consistency

Good

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

View all 7 analysis

View Less

Scripbox Recommended Large and Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

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

69.39

NAV (Aug 17)

Fund Returns

Last 1Y

7.2%

Last 3Y

25.3%

Last 5Y

18.1%

Last 10Y

20.1%

Since Inception

18.4%

6 Month CAGR

5.7%

Scheme Information

Investment Objective

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

Expense Ratio

1.93

Launched (11y ago)

Feb 18, 2011

AUM in Crores

18676.620

ISIN

INF846K01859

Lock-in

No Lock-in

Benchmark

S&P BSE Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Shreyash Devalkar

Fund Manager

Hitesh Das

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-17

Top Stock Holdings

clearing corporation of india ltd

11.4%
11.4%

cholamandalam investment and finance co ltd

4.1%
4.1%

icici bank ltd

4%
4%

trent ltd

3.2%
3.2%

bajaj finance ltd

3%
3%
See all holdings

Allocation by Sector

consumer cyclical

24.6%
24.6%

financial services

15%
15%

industrials

14.5%
14.5%

basic materials

11.7%
11.7%

technology

10.2%
10.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,507 cr

₹ 9,966 cr

₹ 14,233 cr

₹ 9,966 cr

₹ 14,233 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 247,968 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6.4%

    8%

    4.1%

    7%

    7%

    8.1%

    6.2%

    7.6%

    30.3%

    23.3%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Axis Midcap Fund (G) Review

    Axis Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 18.4% over a period of 11 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Shreyash Devalkar.

    Nav of Axis Midcap Fund (G) as of 8/17/2022 is ₹69.39 with the total AUM as of 8/18/2022 is ₹18676.62. 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 3 fund in Equity and delivered 7.2% 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 stocks 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 1.93% for regular plan.