Axis Midcap Fund
Mid CapVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹121.40+0.71%1 day
- Return since launch
- 17.2%
- 52-week range
- ₹102.47 — ₹124.14
- AUM
- ₹33,309 Cr
Axis Midcap Fund is a Mid Cap equity fund from Axis Mutual Fund with ₹33,309 Cr under management, launched in 2011. Over three years it has returned 9.2% a year, against 14.8% for its category. The expense ratio is 1.79% and the SEBI riskometer reading is Very High.
Performance
Axis Midcap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +5.8% against +1.9% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 9.9% | +6.3 pts | 3.6% | 3.6% |
| 2Y | 8.4% | +2.0 pts | 6.3% | 5.2% |
| 3Y | 9.2% | −5.6 pts | 14.8% | 6.6% |
| 5Y | 13.3% | +0.5 pts | 12.8% | 12.7% |
| 7Y | 15.7% | −1.6 pts | 17.3% | 16.2% |
| 10Y | 16.4% | +1.2 pts | 15.1% | 15.2% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 3.7% | +0.9 pts | 2.8% | 2.5% |
| 3M | -0.9% | +2.5 pts | -3.4% | -4.2% |
| 6M | 4.1% | +1.8 pts | 2.3% | 0.9% |
| 1Y | 6.0% | +2.4 pts | 3.6% | 2.1% |
| 2Y | 5.4% | +1.6 pts | 3.9% | 3.4% |
| 3Y | 15.5% | +0.7 pts | 14.8% | 13.6% |
| 5Y | 10.8% | −1.9 pts | 12.8% | 11.9% |
| 7Y | 17.5% | −1.8 pts | 19.3% | 17.8% |
| 10Y | 16.6% | +1.4 pts | 15.1% | 13.8% |
Since launch (31 Jan 2011): 17.2%
Calendar-year returns
Category average26.0%
39.9%
-5.1%
29.6%
29.7%
1.0%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 1.0% | −2.1 pts | 3.1% |
| 2024 | 29.7% | −0.6 pts | 30.3% |
| 2023 | 29.6% | −9.1 pts | 38.7% |
| 2022 | -5.1% | −8.8 pts | 3.8% |
| 2021 | 39.9% | −5.9 pts | 45.8% |
| 2020 | 26.0% | +0.5 pts | 25.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.77%
Expense ratio as on 5 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.32%
- Brokerage
- 0.07%
- Transaction charges
- 0.00%
- Statutory levies
- 0.38%
- Exit load
- Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- BSE 150 MidCap TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 2.35 | 5.01 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.85 | 1.00 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.59 | 0.72 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.78 | 0.96 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 16.52 | 19.25 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Axis Midcap Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity90.3%
- Debt8.9%
- Other0.8%
Market cap split
- Large19.1%
- Mid73.8%
- Small7.1%
- P/E
- 42.87
- P/B
- 5.80
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 8.81% | ₹2,955 Cr | +22.89% | +22.59% | +16.76% |
| The Federal Bank Ltd. | Financial | 3.98% | ₹1,334 Cr | +4.25% | +3.82% | +1.99% |
| Apar Industries Ltd. | Consumer Staples | 2.84% | ₹951 Cr | +2.43% | +1.58% | +1.16% |
| Sona BLW Precision Forgings Ltd. | Automobile | 2.69% | ₹902 Cr | +1.89% | +1.14% | +0.37% |
| Fortis Healthcare Ltd. | Healthcare | 2.61% | ₹876 Cr | +3.55% | +3.43% | +4.14% |
| GE Vernova T&D India Ltd | Capital Goods | 2.41% | ₹807 Cr | +2.69% | +2.50% | +2.32% |
| The Indian Hotels Company Ltd. | Services | 2.38% | ₹798 Cr | +2.18% | +2.04% | +2.50% |
| Ipca Laboratories Ltd. | Healthcare | 2.30% | ₹772 Cr | +2.02% | +2.11% | +0.77% |
| The Phoenix Mills Ltd. | Construction | 2.29% | ₹769 Cr | +2.06% | +1.87% | +1.68% |
| Lenskart Solutions Ltd. | Consumer Discretionary | 2.22% | ₹745 Cr | +0.60% | +0.09% | — |
| Eternal Ltd. | Services | 2.06% | ₹691 Cr | +1.12% | +0.77% | +1.66% |
| Bharat Heavy Electricals Ltd. | Capital Goods | 1.94% | ₹650 Cr | +1.78% | +1.24% | +0.40% |
| Bharat Forge Ltd. | Automobile | 1.88% | ₹631 Cr | +1.88% | +1.44% | +0.83% |
| Solar Industries India Ltd. | Chemicals | 1.86% | ₹622 Cr | +2.06% | +1.56% | +1.75% |
| Radico Khaitan Ltd. | Consumer Staples | 1.79% | ₹600 Cr | +1.32% | — | — |
| ICICI Bank Ltd. | Financial | 1.71% | ₹575 Cr | +0.49% | +0.50% | +0.75% |
| FSN E-Commerce Ventures Ltd. | Services | 1.68% | ₹565 Cr | +1.15% | +0.51% | +0.22% |
| Cummins India Ltd. | Capital Goods | 1.67% | ₹560 Cr | +1.97% | +1.84% | +1.69% |
| Multi Commodity Exchange Of India Ltd. | Services | 1.62% | ₹544 Cr | +1.65% | +2.96% | +1.53% |
| Marico Ltd. | Consumer Staples | 1.58% | ₹531 Cr | +0.99% | — | — |
| Dixon Technologies (India) Ltd. | Capital Goods | 1.57% | ₹525 Cr | — | +0.30% | +2.13% |
| UNO Minda Ltd. | Automobile | 1.55% | ₹518 Cr | +1.37% | +1.54% | +2.68% |
| Coforge Ltd. | Technology | 1.52% | ₹511 Cr | +1.08% | +0.98% | +0.98% |
| Schaeffler India Ltd. | Capital Goods | 1.52% | ₹509 Cr | +2.02% | +2.25% | +2.11% |
| PB Fintech Ltd. | Services | 1.44% | ₹481 Cr | +1.47% | +1.05% | +1.88% |
| Alkem Laboratories Ltd. | Healthcare | 1.37% | ₹461 Cr | +0.86% | +0.95% | +0.80% |
| Bajaj Finance Ltd. | Financial | 1.35% | ₹454 Cr | +0.76% | +0.71% | +1.08% |
| Premier Energies Ltd. | Energy | 1.34% | ₹451 Cr | +1.61% | +1.60% | +1.82% |
| AU Small Finance Bank Ltd. | Financial | 1.23% | ₹413 Cr | +1.02% | +0.97% | — |
| INDO-MIM Ltd. | Capital Goods | 1.23% | ₹412 Cr | — | — | — |
| Torrent Power Ltd. | Energy | 1.18% | ₹395 Cr | +1.29% | +1.40% | +1.16% |
| Ather Energy Ltd. | Automobile | 1.13% | ₹380 Cr | +0.80% | — | — |
| Info Edge (India) Ltd. | Services | 1.12% | ₹376 Cr | +0.66% | +0.74% | +0.77% |
| Abbott India Ltd. | Healthcare | 1.10% | ₹370 Cr | +1.23% | +1.46% | +1.56% |
| JK Cement Ltd. | Materials | 1.10% | ₹370 Cr | +1.43% | +1.56% | +2.51% |
| TVS Motor Company Ltd. | Automobile | 1.07% | ₹357 Cr | +1.05% | +1.47% | +1.91% |
| Vishal Mega Mart Ltd. | Services | 1.04% | ₹348 Cr | +1.34% | +1.32% | +1.53% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 1.04% | ₹348 Cr | +1.13% | +1.15% | +1.16% |
| BSE Ltd. | Services | 1.03% | ₹345 Cr | +1.80% | +1.76% | +0.39% |
| SRF Ltd. | Chemicals | 1.03% | ₹344 Cr | +1.22% | +1.27% | +0.44% |
| One 97 Communications Ltd. | Services | 1.01% | ₹339 Cr | — | — | — |
| Interglobe Aviation Ltd. | Services | 1.00% | ₹334 Cr | — | — | — |
| Coromandel International Ltd. | Chemicals | 0.97% | ₹326 Cr | +1.77% | +1.88% | +2.06% |
| Supreme Industries Ltd. | Materials | 0.97% | ₹325 Cr | +0.95% | +1.32% | +1.39% |
| K.P.R. Mill Ltd. | Textiles | 0.95% | ₹319 Cr | +0.96% | +0.79% | +0.81% |
| Axis Money Market Fund Direct-Growth | Unclassified | 0.93% | ₹313 Cr | +0.91% | +1.05% | — |
| Page Industries Ltd. | Textiles | 0.91% | ₹305 Cr | +0.91% | +0.25% | +0.81% |
| Bharti Hexacom Ltd. | Communication | 0.91% | ₹304 Cr | +0.94% | +1.40% | +2.19% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 0.87% | ₹293 Cr | +1.00% | +1.02% | +1.52% |
| Dhoot Transmission Ltd. | Capital Goods | 0.86% | ₹289 Cr | — | — | — |
| Gland Pharma Ltd. | Healthcare | 0.78% | ₹261 Cr | — | — | — |
| Meesho Ltd. | Services | 0.77% | ₹257 Cr | — | — | — |
| Bosch Ltd. | Automobile | 0.72% | ₹242 Cr | +0.02% | — | — |
| Torrent Pharmaceuticals Ltd. | Healthcare | 0.72% | ₹241 Cr | — | — | — |
| L&T Finance Ltd. | Financial | 0.71% | ₹237 Cr | +0.80% | +0.79% | +0.78% |
| Billionbrains Garage Ventures Ltd. | Financial | 0.69% | ₹233 Cr | +0.34% | +0.25% | — |
| Mphasis Ltd. | Technology | 0.66% | ₹221 Cr | +0.66% | +0.74% | +0.82% |
| Sundaram Finance Ltd. | Financial | 0.65% | ₹219 Cr | +0.67% | +0.76% | +0.71% |
| Craftsman Automation Ltd. | Automobile | 0.64% | ₹214 Cr | +0.42% | — | — |
| 3M India Ltd. | Consumer Staples | 0.54% | ₹182 Cr | +0.55% | +0.59% | +0.52% |
| Blue Star Ltd. | Consumer Discretionary | 0.53% | ₹177 Cr | +1.00% | +1.16% | +1.15% |
| PI Industries Ltd. | Chemicals | 0.50% | ₹167 Cr | +0.70% | +0.98% | +1.54% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.49% | ₹164 Cr | +0.54% | +0.65% | +1.12% |
| Mankind Pharma Ltd. | Healthcare | 0.48% | ₹162 Cr | +0.39% | +0.36% | — |
| Aster DM Quality Care Ltd. | Healthcare | 0.47% | ₹159 Cr | — | — | — |
| Anthem Biosciences Ltd. | Healthcare | 0.47% | ₹159 Cr | +0.36% | +0.17% | +0.16% |
| LG Electronics India Ltd. | Consumer Discretionary | 0.46% | ₹155 Cr | +0.41% | +0.45% | — |
| Fine Organic Industries Ltd. | Chemicals | 0.44% | ₹147 Cr | +0.48% | +0.42% | +0.44% |
| Voltas Ltd. | Consumer Discretionary | 0.42% | ₹142 Cr | +0.66% | +0.61% | +0.92% |
| Indian Bank | Financial | 0.38% | ₹129 Cr | +0.92% | +1.41% | +1.59% |
| Trent Ltd. | Services | 0.37% | ₹124 Cr | +0.84% | +0.66% | +0.93% |
| Navin Fluorine International Ltd. | Chemicals | 0.36% | ₹121 Cr | — | — | — |
| Astral Ltd. | Materials | 0.32% | ₹108 Cr | +0.33% | +0.35% | +0.28% |
| Indusind Bank Ltd. | Financial | 0.29% | ₹97.17 Cr | +0.28% | — | — |
| Hindustan Petroleum Corporation Ltd. | Energy | 0.28% | ₹95.22 Cr | +0.93% | +0.82% | +0.70% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 0.27% | ₹91.81 Cr | — | — | — |
| Cholamandalam Financial Holdings Ltd. | Financial | 0.27% | ₹89.26 Cr | +0.54% | +0.75% | +0.54% |
| Global Health Ltd. | Healthcare | 0.26% | ₹86.20 Cr | — | — | — |
| TD Power Systems Ltd. | Capital Goods | 0.25% | ₹83.16 Cr | — | — | — |
| Swiggy Ltd. | Services | 0.23% | ₹77.23 Cr | +0.05% | +0.69% | +1.35% |
| Tube Investments Of India Ltd. | Automobile | 0.22% | ₹74.74 Cr | +0.81% | +0.61% | +0.68% |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.22% | ₹72.17 Cr | — | — | — |
| Aditya Infotech Ltd. | Communication | 0.17% | ₹56.86 Cr | — | — | — |
| Piramal Finance Ltd. | Financial | 0.15% | ₹49.54 Cr | — | — | — |
| RBL Bank Ltd. | Financial | 0.11% | ₹37.50 Cr | — | — | — |
| Linde India Ltd. | Chemicals | 0.02% | ₹5.85 Cr | +0.08% | +0.23% | +0.28% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | 5.27% | 7.95% | +2.69% |
| Shriram Finance Ltd | 0.95% | 0.00% | -0.95% |
| PB Fintech Ltd. | 2.32% | 1.44% | -0.89% |
| Gland Pharma Ltd. | 0.09% | 0.78% | +0.69% |
| Fortis Healthcare Ltd. | 3.21% | 2.61% | -0.59% |
| The Federal Bank Ltd. | 4.40% | 3.98% | -0.42% |
| INDO-MIM Ltd. | 0.82% | 1.23% | +0.41% |
| Kei Industries Ltd. | 0.39% | 0.00% | -0.39% |
| Bharat Electronics Ltd. | 0.38% | 0.00% | -0.38% |
| Multi Commodity Exchange Of India Ltd. | 1.27% | 1.62% | +0.36% |
| L&T Finance Ltd. | 0.97% | 0.71% | -0.26% |
| Tata Communications Ltd. | 0.25% | 0.00% | -0.25% |
| Tube Investments Of India Ltd. | 0.45% | 0.22% | -0.23% |
| Marico Ltd. | 1.37% | 1.58% | +0.22% |
| Cholamandalam Financial Holdings Ltd. | 0.46% | 0.27% | -0.20% |
| TVS Motor Company Ltd. | 1.25% | 1.07% | -0.19% |
| Lenskart Solutions Ltd. | 2.03% | 2.22% | +0.19% |
| Premier Energies Ltd. | 1.52% | 1.34% | -0.17% |
| JK Cement Ltd. | 1.27% | 1.10% | -0.17% |
| Aditya Infotech Ltd. | 0.00% | 0.17% | +0.17% |
| The Phoenix Mills Ltd. | 2.13% | 2.29% | +0.16% |
| Ather Energy Ltd. | 1.29% | 1.13% | -0.16% |
| Navin Fluorine International Ltd. | 0.20% | 0.36% | +0.16% |
| One 97 Communications Ltd. | 1.17% | 1.01% | -0.16% |
| Indian Bank | 0.54% | 0.38% | -0.15% |
| Interglobe Aviation Ltd. | 0.85% | 1.00% | +0.15% |
| Mankind Pharma Ltd. | 0.35% | 0.48% | +0.13% |
| Indusind Bank Ltd. | 0.42% | 0.29% | -0.13% |
| Bosch Ltd. | 0.59% | 0.72% | +0.13% |
| Trent Ltd. | 0.49% | 0.37% | -0.12% |
| Coromandel International Ltd. | 1.09% | 0.97% | -0.11% |
| RBL Bank Ltd. | 0.00% | 0.11% | +0.11% |
| BSE Ltd. | 0.92% | 1.03% | +0.11% |
| Abbott India Ltd. | 1.00% | 1.10% | +0.11% |
| Voltas Ltd. | 0.53% | 0.42% | -0.11% |
| Apar Industries Ltd. | 2.73% | 2.84% | +0.10% |
| The Indian Hotels Company Ltd. | 2.28% | 2.38% | +0.10% |
| Hindustan Petroleum Corporation Ltd. | 0.38% | 0.28% | -0.10% |
| Coforge Ltd. | 1.43% | 1.52% | +0.10% |
| Torrent Power Ltd. | 1.09% | 1.18% | +0.09% |
| Radico Khaitan Ltd. | 1.71% | 1.79% | +0.08% |
| ICICI Bank Ltd. | 1.79% | 1.71% | -0.07% |
| ICICI Lombard General Insurance Company Ltd. | 0.97% | 1.04% | +0.07% |
| Ipca Laboratories Ltd. | 2.23% | 2.30% | +0.07% |
| Ashok Leyland Ltd. | 0.07% | 0.00% | -0.07% |
| Bharat Forge Ltd. | 1.95% | 1.88% | -0.06% |
| Solar Industries India Ltd. | 1.79% | 1.86% | +0.06% |
| Page Industries Ltd. | 0.85% | 0.91% | +0.06% |
| Eternal Ltd. | 2.00% | 2.06% | +0.06% |
| FSN E-Commerce Ventures Ltd. | 1.74% | 1.68% | -0.06% |
| GE Vernova T&D India Ltd | 2.35% | 2.41% | +0.06% |
| Axis Money Market Fund Direct-Growth | 0.88% | 0.93% | +0.05% |
| Dhoot Transmission Ltd. | 0.81% | 0.86% | +0.05% |
| UNO Minda Ltd. | 1.60% | 1.55% | -0.05% |
| Blue Star Ltd. | 0.48% | 0.53% | +0.05% |
| Mphasis Ltd. | 0.70% | 0.66% | -0.04% |
| Dixon Technologies (India) Ltd. | 1.52% | 1.57% | +0.04% |
| Cholamandalam Investment and Finance Company Ltd. | 0.53% | 0.49% | -0.04% |
| Vishal Mega Mart Ltd. | 1.08% | 1.04% | -0.04% |
| Schaeffler India Ltd. | 1.48% | 1.52% | +0.04% |
| Astral Ltd. | 0.35% | 0.32% | -0.03% |
| Alkem Laboratories Ltd. | 1.34% | 1.37% | +0.03% |
| LG Electronics India Ltd. | 0.43% | 0.46% | +0.03% |
| Bajaj Finance Ltd. | 1.38% | 1.35% | -0.03% |
| Meesho Ltd. | 0.79% | 0.77% | -0.03% |
| Cummins India Ltd. | 1.70% | 1.67% | -0.03% |
| Bharti Hexacom Ltd. | 0.93% | 0.91% | -0.02% |
| Mahindra & Mahindra Financial Services Ltd. | 0.30% | 0.27% | -0.02% |
| Supreme Industries Ltd. | 0.95% | 0.97% | +0.02% |
| Linde India Ltd. | 0.04% | 0.02% | -0.02% |
| Info Edge (India) Ltd. | 1.14% | 1.12% | -0.02% |
| SRF Ltd. | 1.01% | 1.03% | +0.02% |
| Sona BLW Precision Forgings Ltd. | 2.71% | 2.69% | -0.02% |
| Amber Enterprises India Ltd. | 0.23% | 0.22% | -0.02% |
| Bharat Heavy Electricals Ltd. | 1.95% | 1.94% | -0.02% |
| TD Power Systems Ltd. | 0.23% | 0.25% | +0.02% |
| Swiggy Ltd. | 0.25% | 0.23% | -0.02% |
| PI Industries Ltd. | 0.48% | 0.50% | +0.01% |
| AU Small Finance Bank Ltd. | 1.22% | 1.23% | +0.01% |
| CG Power and Industrial Solutions Ltd. | 0.89% | 0.87% | -0.01% |
| Aster DM Quality Care Ltd. | 0.49% | 0.47% | -0.01% |
| Fine Organic Industries Ltd. | 0.43% | 0.44% | +0.01% |
| 3M India Ltd. | 0.53% | 0.54% | +0.01% |
| Global Health Ltd. | 0.25% | 0.26% | +0.01% |
| K.P.R. Mill Ltd. | 0.96% | 0.95% | -0.01% |
| Sundaram Finance Ltd. | 0.64% | 0.65% | +0.01% |
| Billionbrains Garage Ventures Ltd. | 0.69% | 0.69% | +0.01% |
| Anthem Biosciences Ltd. | 0.47% | 0.47% | +0.01% |
| Craftsman Automation Ltd. | 0.63% | 0.64% | 0.00% |
| Piramal Finance Ltd. | 0.14% | 0.15% | 0.00% |
| Torrent Pharmaceuticals Ltd. | 0.72% | 0.72% | 0.00% |
| Prestige Estates Projects Ltd. | 0.00% | 0.00% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹13,591 Cr | 1.99% | 9.0% | 12.0% | 17.5% |
 Edelweiss Mid Cap Fund | ₹19,230 Cr | 1.87% | 3.2% | 8.7% | 15.9% |
 HSBC Midcap Fund | ₹16,800 Cr | 2.15% | 15.2% | 14.1% | 19.0% |
 Invesco India Mid Cap Fund | ₹15,832 Cr | 1.85% | 12.4% | 14.1% | 19.3% |
 WhiteOak Capital Mid Cap Fund | ₹8,400 Cr | 2.25% | 11.2% | 12.7% | — |
 ICICI Prudential Mid Cap Fund | ₹7,695 Cr | 1.83% | 2.9% | 10.3% | 15.9% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Fund managers
- Nitin AroraMr. Arora has done M.Sc in Finance and InvestmentsPrior 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..
- Pratik TibrewalMr. Tibrewal is a B.Com, LLB (Gen) and MBA (Finance).Prior to joining Axis Mutual Fund, he has worked with Inditrade Capital Ltd., Edelweiss Mutual Fund and Edelweiss Commodities trading Ltd..
- Shreyash DevalkarMr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai UniversityPrior 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.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months4.14% absolute | ₹60,000 | ₹62,484 | 4.14% | |
| 1 year5.99% annualised | ₹1,20,000 | ₹1,23,966 | 3.30% | |
| 3 years15.48% annualised | ₹3,60,000 | ₹4,60,391 | 27.89% | |
| 5 years10.84% annualised | ₹6,00,000 | ₹7,98,957 | 33.16% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Axis Midcap Fund?
The NAV of Axis Midcap Fund is ₹121.40 as on 9 Nov 2026.
What is the expense ratio of Axis Midcap Fund?
The expense ratio of Axis Midcap Fund is 1.79% per year.
What is the minimum SIP amount for Axis Midcap Fund?
You can start a SIP in Axis Midcap Fund with ₹3,000 a month.
What returns has Axis Midcap Fund given?
Axis Midcap Fund has returned 9.9% over 1 year, 9.2% over 3 years and 13.3% over 5 years (annualised).
Is there a lock-in or exit load on Axis Midcap Fund?
Lock-in: None. Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months..
How risky is Axis Midcap Fund?
Axis Midcap Fund is rated Very High on the SEBI riskometer and belongs to the Mid Cap category.
Which fund house manages Axis Midcap Fund?
Axis Midcap Fund is managed by Axis Mutual Fund, which runs 74 schemes with ₹3,91,554 Cr under management.