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Mar 31, 2026


Category Equity
AUM (Cr.) 31,977.12
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 1.56
Sharpe Ratio 14.53
Beta Ratio 0.00
Fund Manager Shreyash Devalkar
Inception Date Feb 18, 2011
Risk Level Very High

Investment Objective

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

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S&P BSE Mid-Cap Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Midcap Fund (IDCW) -9.91 -8.01 1.33 13.66 11.58 15.84
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS -10.3 -8.82 0.6 18.21 15.53 13.74
Category Rank 3/2 3/2 1/2 1/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Growth Mid Cap Fund - Inst (IDCW) 1,160.2637 0.12 3.63 22.76 19.94 43,982.51 1.52 50,000,000.00 invest
PGIM India Midcap Fund (IDCW) 20.0200 0.00 -3.57 10.32 12.38 10,876.54 1.71 5,000.00 invest
Taurus Mid Cap Fund (IDCW) 91.2800 0.00 -4.90 12.55 10.96 123.09 2.54 500.00 invest
Invesco India Midcap Fund (IDCW) 48.7600 0.00 2.08 22.23 17.63 10,771.90 1.71 100.00 invest
Sundaram Mid Cap Fund - (G) 1,268.1475 -2.29 2.68 21.57 17.16 13,235.50 1.73 100.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Midcap Fund (IDCW) -9.91 -8.01 1.33 13.66 11.58 15.84
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS -10.3 -8.82 0.6 18.21 15.53 13.74
Category Rank 3/2 3/2 1/2 1/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Growth Mid Cap Fund - Inst (IDCW) 1,160.2637 0.12 3.63 22.76 19.94 43,982.51 1.52 50,000,000.00 invest
PGIM India Midcap Fund (IDCW) 20.0200 0.00 -3.57 10.32 12.38 10,876.54 1.71 5,000.00 invest
Taurus Mid Cap Fund (IDCW) 91.2800 0.00 -4.90 12.55 10.96 123.09 2.54 500.00 invest
Invesco India Midcap Fund (IDCW) 48.7600 0.00 2.08 22.23 17.63 10,771.90 1.71 100.00 invest
Sundaram Mid Cap Fund - (G) 1,268.1475 -2.29 2.68 21.57 17.16 13,235.50 1.73 100.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Reverse Repo-C C I Jan 31, 2026 3,859.31 12.49 75.15
Equity-Federal Bank Jan 31, 2026 1,139.22 3.69 7.73
Equity-Fortis Health. Jan 31, 2026 1,112.12 3.60 -3.68
Equity-Multi Comm. Exc. Jan 31, 2026 902.26 2.92 13.51
Equity-Indian Hotels Co Jan 31, 2026 728.90 2.36 -8.76
Equity-Phoenix Mills Jan 31, 2026 618.26 2.00 -9.86
Equity-Coromandel Inter Jan 31, 2026 614.67 1.99 0.71
Equity-GE Vernova T&D Jan 31, 2026 602.87 1.95 5.24
Equity-Schaeffler India Jan 31, 2026 581.71 1.88 -8.52
Equity-Uno Minda Jan 31, 2026 554.48 1.79 -16.27

latest news

SCHEME DETAILS

AMC Name
Axis Mutual Fund
Fund Name
AXIS Midcap Fund (IDCW)
Contact Person
Shreyash Devalkar
Registered Address
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No
022-43255161
Fax No.
022-43255199
Email
customerserivce:axismf.com
Website
www.axismf.com