Axis Midcap Fund - IDCW - Direct Plan

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  • Net Change on 21-02-2025

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Fund Overview IDCW | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Midcap Fund - Direct Plan - IDCW -6.81 -8.07 11.98 16.02 19.39 18.91
BSE 150 MidCap - TRI -6.12 -8.21 5.03 20.31 23.57 14.62
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Midcap Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 11.98 16.02 19.39 0.55 28,380.17
HDFC Mid-Cap Opportunities Fund - IDCW Option - Direct Plan Dec 31, 2012 8.68 24.96 24.94 0.79 73,510.09
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 14.59 19.87 23.11 0.44 49,091.55
NIPPON INDIA GROWTH FUND - DIRECT Plan - IDCW Option Jan 01, 2013 10.60 23.12 24.32 0.78 33,033.09
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment Feb 24, 2014 23.85 29.40 27.52 0.65 24,488
SBI Magnum MidCap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 7.15 17.34 23.65 0.81 21,177.20

Fund Holdings as on 31-January-2025

  • Clearing Corporation of India Ltd

  • Net Receivables / (Payables)

  • Persistent Systems Limited

  • The Indian Hotels Company Limited

  • Fortis Healthcare Limited

  • Coromandel International Limited

  • Trent Limited

  • Lupin Limited

  • Bharti Hexacom Limited

  • The Federal Bank Limited

  • JK Cement Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Dixon Technologies (India) Limited

  • CG Power and Industrial Solutions Limited

  • Max Healthcare Institute Limited

  • UNO Minda Limited

  • TVS Motor Company Limited

  • PB Fintech Limited

  • The Phoenix Mills Limited

  • PI Industries Limited

  • Premier Energies Limited-Locked IN

  • Solar Industries India Limited

  • Schaeffler India Limited

  • Alkem Laboratories Limited

  • Abbott India Limited

  • GE Vernova T&D India Limited

  • Supreme Industries Limited

  • Coforge Limited

  • Voltas Limited

  • Sona BLW Precision Forgings Limited

  • Bajaj Finance Limited

  • Torrent Power Limited

  • Cummins India Limited

  • ICICI Lombard General Insurance Company Limited

  • Balkrishna Industries Limited

  • Oberoi Realty Limited

  • Zomato Limited

  • Mphasis Limited

  • REC Limited

  • Oracle Financial Services Software Limited

  • Bharat Electronics Limited

  • Apar Industries Limited

  • Sundaram Finance Limited

  • Tech Mahindra Limited

  • Zydus Lifesciences Limited

  • Multi Commodity Exchange of India Limited

  • ICICI Bank Limited

  • Blue Star Limited

  • IPCA Laboratories Limited

  • K.P.R. Mill Limited

  • Godrej Properties Limited

  • Indian Bank

  • Jubilant Foodworks Limited

  • Astral Limited

  • Page Industries Limited

  • Suzlon Energy Limited

  • 3M India Limited

  • Colgate Palmolive (India) Limited

  • Hitachi Energy India Limited

  • Samvardhana Motherson International Limited

  • BSE Limited

  • Hindustan Aeronautics Limited

  • Prestige Estates Projects Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • HDFC Asset Management Company Limited

  • Fine Organic Industries Limited

  • HDFC Life Insurance Company Limited

  • KEI Industries Limited

  • Grindwell Norton Limited

  • Bharat Forge Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Hindustan Petroleum Corporation Limited

  • Honeywell Automation India Limited

  • L&T Technology Services Limited

  • Jyoti CNC Automation Ltd

  • Linde India Limited

  • Mahindra & Mahindra Financial Services Limited

  • Carborundum Universal Limited

  • KPIT Technologies Limited

  • Vishal Mega Mart Limited

  • Endurance Technologies Limited

  • Granules India Limited

  • Container Corporation of India Limited

  • Tata Communications Limited

  • Brigade Enterprises Limited

  • Jindal Steel & Power Limited

  • Sumitomo Chemical India Limited

  • Ajanta Pharma Limited

  • Timken India Limited

  • Oil India Limited

  • SKF India Limited

  • Kalyan Jewellers India Limited

  • Shriram Finance Limited

  • Jindal Stainless Limited

  • Aarti Industries Limited

  • V-Guard Industries Limited

  • Motherson Sumi Wiring India Limited

  • Sundram Fasteners Limited

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  • Miscellaneous

  • IT - Software

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Auto Ancillary

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Bank - Private

  • Retailing

  • Fertilizers

  • Telecommunication - Service Provider

  • Chemicals

  • Consumer Durables - Electronics

  • Air Conditioners

  • Plastic Products

  • Cement & Construction Materials

  • Bearings

  • Pesticides & Agrochemicals

  • Automobile Two & Three Wheelers

  • Fintech

  • Electronics - Components

  • Insurance

  • Defence

  • Textile

  • Power Generation/Distribution

  • Diesel Engines

  • Tyres & Allied

  • e-Commerce

  • Finance Term Lending

  • Finance - Stock Broking

  • Abrasives

  • Bank - Public

  • Consumer Food

  • Diversified

  • Household & Personal Products

  • Finance - Others

  • Finance - Asset Management

  • Cable

  • Forgings

  • Refineries

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • Logistics

  • Steel/Sponge Iron/Pig Iron

  • Oil Exploration

  • Diamond & Jewellery

  • Steel & Iron Products

  • Fasteners

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Fund Manager

Most Recent Dividend

  • 20/01/2025

  • 21/03/2024

  • 22/02/2023

  • 28/02/2022

  • 26/02/2021

  • 24/02/2020

  • 15/02/2019

  • 17/10/2017

  • 16/09/2016

  • 11/09/2015

  • Cash

  • Equity

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About Axis Midcap Fund

Scheme Analysis

Axis Midcap Fund is a Equity - Mid Cap Fund fund and belongs to Axis Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹28,380.17 crore. Axis Midcap Fund is benchmarked against BSE 150 MidCap - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Axis Midcap Fund ended down ₹-0.54(-1.12%)yesterday to ₹47.8.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, and

The Axis Midcap Fund is managed by Shreyash Devalkar and Nitin Arora.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com