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Axis Midcap Fund - Regular Plan - Growth

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Category: Equity: Mid Cap
Launch Date: 06-02-2011
Asset Class: Equity
Benchmark: BSE 150 MidCap TRI
Expense Ratio: 1.57% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 30,554.72 Cr As on (30-05-2025)
Turn over: 32
NAV as on 04-07-2025

114.59

-0.22 (-0.192%)

CAGR Since Inception

18.48%

BSE 150 MidCap TRI 17.84%

PERFORMANCE of Axis Midcap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 04-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Midcap Fund - Regular Plan - Growth 3.3 23.57 24.72 15.89 18.48
Benchmark - - - - -
Equity: Mid Cap 3.12 26.75 28.85 16.04 19.17

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Shreyash Devalkar, Ms. Krishnaa N, Mr. Nitin Arora

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.

RETURNS CALCULATOR for Axis Midcap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Midcap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Midcap Fund - Regular Plan - Growth 13.08 0.91 -2.63 0.85 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 3.3 23.86 23.57 24.72 15.89
Invesco India Midcap Fund - Growth Option 19-04-2007 14.75 34.01 32.33 30.37 17.77
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 10.37 30.14 0.0 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 8.18 33.07 31.31 33.29 18.01
HDFC Mid Cap Fund - Growth Plan 25-06-2007 7.7 28.71 32.55 32.51 18.0
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 6.84 29.82 29.71 28.88 15.02
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 6.83 33.61 34.79 36.51 17.53
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 6.44 30.03 30.85 32.82 17.78
Franklin India Prima Fund-Growth 01-12-1993 6.16 28.59 29.12 27.33 15.4
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 4.9 27.5 27.19 30.42 17.88

Asset Allocation (%)

PORTFOLIO ANALYSIS of Axis Midcap Fund - Regular Plan - Growth

Portfolio as on