- Mutual Funds
- Axis Mutual Fund
- Axis Midcap Fund (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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Midcap Fund (Growth) | 11,52,756 | 4,20,144 | 18% | |
| 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
clearing corporation of india ltd
7.1%supreme industries ltd
4.5%cholamandalam investment and finance co ltd
4.4%indian hotels co ltd
3.7%trent ltd
3.4%Allocation by Sector
consumer cyclical
26.4%industrials
19.7%financial services
16.5%basic materials
12%technology
6.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox 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)?
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.