Axis Midcap Fund - Direct Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE 150 MidCap TRI |
| TER: 0.54% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 28,833.93 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 32% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis,For remaining investments: 1% w.e.f., 25/09/2017. |
135.36
1.52 (1.1229%)
18.71%
Benchmark: 17.18%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The scheme aims to generate long term capital growth by investing predominantly in equity and equity related securities of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.57 |
| Sharpe Ratio | 0.7 |
| Alpha | -0.28 |
| Beta | 0.84 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Midcap Fund - Direct Plan - Growth | 01-01-2013 | 13.74 | 11.93 | 21.63 | 17.35 | 18.19 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 26.12 | 14.37 | 26.79 | 20.78 | 17.18 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 23.17 | 13.38 | 27.24 | 19.02 | 17.31 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 17.88 | - | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 17.75 | 14.21 | 26.61 | - | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 17.0 | 13.66 | 22.63 | 19.23 | 18.0 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 16.27 | 8.85 | 21.31 | 17.94 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 15.88 | 15.96 | 26.69 | 21.62 | 18.36 |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 15.37 | 10.18 | 21.87 | 18.03 | 15.77 |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 15.06 | 12.73 | 26.7 | 22.76 | 19.07 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.21%
Others
11.55%
Large Cap
16.19%
Mid Cap
68.01%
