Axis Midcap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 - Regular Plan - Growth 5.74 -8.28 15.11 15.46 27.23 17.92
BSE 150 MidCap - TRI 5.78 -7.50 12.57 21.56 36.67 14.86
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 - Regular Plan - Growth Feb 18, 2011 Unrated 15.11 15.46 27.23 1.60 26,087.92
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 14.19 24.90 36.64 1.42 67,578.59
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 17.37 19.30 33.58 1.47 43,941.48
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 17.36 23.23 35.78 1.61 30,276.31
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 20.89 28.23 38.38 1.61 23,703.68
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 12.46 18.43 35.10 1.68 19,391.73

Fund Holdings as on 28-February-2025

  • Clearing Corporation of India Ltd

  • The Indian Hotels Company Limited

  • Fortis Healthcare Limited

  • Persistent Systems Limited

  • Coromandel International Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Lupin Limited

  • Bharti Hexacom Limited

  • JK Cement Limited

  • The Federal Bank Limited

  • Abbott India Limited

  • Dixon Technologies (India) Limited

  • Premier Energies Limited-Locked IN

  • Max Healthcare Institute Limited

  • Bajaj Finance Limited

  • TVS Motor Company Limited

  • Solar Industries India Limited

  • UNO Minda Limited

  • Alkem Laboratories Limited

  • PI Industries Limited

  • Schaeffler India Limited

  • PB Fintech Limited

  • The Phoenix Mills Limited

  • Trent Limited

  • Coforge Limited

  • Voltas Limited

  • Supreme Industries Limited

  • Blue Star Limited

  • Zomato Limited

  • Sona BLW Precision Forgings Limited

  • Torrent Power Limited

  • ICICI Lombard General Insurance Company Limited

  • Balkrishna Industries Limited

  • CG Power and Industrial Solutions Limited

  • GE Vernova T&D India Limited

  • Sundaram Finance Limited

  • Net Receivables / (Payables)

  • Jubilant Foodworks Limited

  • Oracle Financial Services Software Limited

  • IPCA Laboratories Limited

  • Bharat Electronics Limited

  • ICICI Bank Limited

  • Mphasis Limited

  • REC Limited

  • Cummins India Limited

  • Page Industries Limited

  • Info Edge (India) Limited

  • Tech Mahindra Limited

  • Indian Bank

  • Apar Industries Limited

  • K.P.R. Mill Limited

  • Multi Commodity Exchange of India Limited

  • Oberoi Realty Limited

  • Colgate Palmolive (India) Limited

  • Zydus Lifesciences Limited

  • Astral Limited

  • Godrej Properties Limited

  • 3M India Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Hitachi Energy India Limited

  • Vishal Mega Mart Limited

  • HDFC Asset Management Company Limited

  • HDFC Life Insurance Company Limited

  • BSE Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Prestige Estates Projects Limited

  • L&T Technology Services Limited

  • Fine Organic Industries Limited

  • Bharat Forge Limited

  • Hindustan Petroleum Corporation Limited

  • Honeywell Automation India Limited

  • KEI Industries Limited

  • Hexaware Technologies Limited

  • Suzlon Energy Limited

  • Grindwell Norton Limited

  • Mahindra & Mahindra Financial Services Limited

  • Jindal Steel & Power Limited

  • Jyoti CNC Automation Ltd

  • Samvardhana Motherson International Limited

  • Linde India Limited

  • Endurance Technologies Limited

  • KPIT Technologies Limited

  • Granules India Limited

  • Tata Communications Limited

  • Container Corporation of India Limited

  • SRF Limited

  • Sumitomo Chemical India Limited

  • Ajanta Pharma Limited

  • Carborundum Universal Limited

  • Timken India Limited

  • Hindustan Aeronautics Limited

  • Shriram Finance Limited

  • Oil India Limited

  • Jindal Stainless Limited

  • Varun Beverages Limited

  • Brigade Enterprises Limited

  • SKF India Limited

  • Aarti Industries Limited

  • Craftsman Automation Limited

  • V-Guard Industries Limited

  • Motherson Sumi Wiring India Limited

  • Sundram Fasteners Limited

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  • Miscellaneous

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Electric Equipment

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Bank - Private

  • Air Conditioners

  • Fertilizers

  • Chemicals

  • Telecommunication - Service Provider

  • Consumer Durables - Electronics

  • Cement & Construction Materials

  • Retailing

  • Plastic Products

  • Bearings

  • Pesticides & Agrochemicals

  • Electronics - Components

  • Automobile Two & Three Wheelers

  • Insurance

  • Fintech

  • Textile

  • e-Commerce

  • Power Generation/Distribution

  • Tyres & Allied

  • Defence

  • Consumer Food

  • Finance Term Lending

  • Diesel Engines

  • BPO/ITeS

  • Bank - Public

  • Finance - Stock Broking

  • Household & Personal Products

  • Diversified

  • Abrasives

  • Finance - Asset Management

  • Finance - Others

  • Forgings

  • Refineries

  • Cable

  • Engineering - Industrial Equipments

  • Steel/Sponge Iron/Pig Iron

  • Industrial Gases & Fuels

  • Logistics

  • Oil Exploration

  • Steel & Iron Products

  • Fasteners

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Fund Manager

  • 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 18-Feb-2011 and currently has an AUM of ₹26,087.92 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 up ₹1.07(1.06%)yesterday to ₹102.23.

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