August 12, 2026
mayank
Axis Midcap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 143.68 |
| NAV IDCW (Rs.) | 55.69 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 150 MidCap TRI |
| AUM Rs. | 34,404 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.54% |
| 1 Year Return (%) | 11.35 |
| 3 Year Return (%) | 18.46 |
| 5 Year Return (%) | 15.14 |
| 10 Year Return (%) | 18.07 |
| Return Since Launch | 18.82% |
Suitable For Which Investors?
Mid-cap funds are suitable for investors:
1. Seeking exposure in mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Fund Manager:
1) Nitin Arora
Education: Mr. Arora has done M.Sc in Finance and Investments
Experience: Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..
2) Shreyash Devalkar
Education: Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience: Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 3 months |
Basic Details of Axis Midcap Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 18.82% |
| Benchmark | BSE 150 MidCap TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 34,404 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.54% |
| (As on 31-Jul-2026) | |
| Risk Grade | Below Average |
| Return Grade | Below Average |
| Turnover | 74.00% |
Axis Midcap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Midcap Dir | 8.95 | 0.15 | 1.75 | 4.31 | 7.75 | 11.35 | 18.46 | 15.14 | 20.81 | 18.07 |
| BSE 150 MidCap TRI | 5.59 | 0.17 | 1.71 | 4.05 | 5.91 | 12.33 | 18.22 | 17.53 | 23.08 | 17.48 |
| Equity: Mid Cap | 7.30 | 0.39 | 1.75 | 4.44 | 7.10 | 13.55 | 19.35 | 17.68 | 22.39 | 17.07 |
| Rank within category | 11 | 47 | 18 | 22 | 16 | 37 | 22 | 23 | 17 | 8 |
| Number of funds in category | 50 | 54 | 53 | 53 | 50 | 45 | 37 | 28 | 23 | 19 |
Peer Comparison of Axis Midcap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Midcap Dir | 2 out of 5 stars | 11.35 | 18.46 | 15.14 | 0.54 | 34,404 | 18.82 | 1.00 (90) | 13Y 7M | 74.00 |
| HDFC Mid Cap Dir | 5 out of 5 stars | 13.42 | 20.32 | 21.14 | 0.61 | 1,05,143 | 20.45 | 1.00 (365) | 13Y 7M | 4.42 |
| Nippon India Growth Mid Cap Dir | 5 out of 5 stars | 14.01 | 21.42 | 20.36 | 0.58 | 50,751 | 18.39 | 1.00 (30) | 13Y 7M | 10.00 |
| Edelweiss Mid Cap Dir | 5 out of 5 stars | 13.51 | 23.55 | 20.19 | 0.41 | 17,748 | 21.45 | 1.00 (90) | 13Y 7M | 38.00 |
| HSBC Midcap Dir | 4 out of 5 stars | 24.91 | 25.89 | 20.06 | 0.54 | 15,352 | 20.38 | 1.00 (365) | 13Y 7M | 126.00 |
Portfolio Analysis of Axis Midcap Fund
| No. of Stocks | 83 |
| Top 10 Stocks | 25.69% |
| Top 5 Stocks | 15.30% |
| Top 3 Sectors | 51.83% |
| Portfolio P/B Ratio | 5.71 |
| Portfolio P/E Ratio | 43.03 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 85,088 | 70,693 |
| Large (%) | 21.04 | 13.08 |
| Mid (%) | 75.22 | 79.51 |
| Small (%) | 3.74 | 8.75 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.axismf.com/Online/Login OR
https://www.axismf.com/mutual-funds
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