| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE 150 MidCap TRI |
| Expense Ratio: 0.57% As on (31-05-2026) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,334.4 Cr As on (31-05-2026) |
| Turn over: 0.55 |
Scheme Performance (%) Data as on - 10-07-2026
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Axis Midcap Fund - Direct Plan - Growth | 7.14 | 18.87 | 15.55 | 18.19 | 18.79 |
| Benchmark | - | - | - | - | - |
| Equity: Mid Cap | 6.68 | 19.46 | 16.34 | 16.1 | 17.07 |
Yearly Performance (%)
Fund Managers
Mr. Shreyash Devalkar, Mr. Nitin Arora, Ms. Krishnaa N
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.
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Riskometer
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Midcap Fund - Direct Plan - Growth | 13.08 | 0.81 | -0.64 | 0.82 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Axis Midcap Fund - Direct Plan - Growth | 01-01-2013 | 7.14 | 5.45 | 18.87 | 15.55 | 18.19 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 17.17 | 9.84 | 25.83 | 18.68 | 17.06 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 14.48 | 0.0 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.28 | 11.02 | 23.86 | 0.0 | 0.0 |
| ICICI Prudential Midcap Fund - Growth | 10-10-2004 | 12.38 | 7.91 | 23.72 | 17.83 | 16.72 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 11.11 | 13.29 | 25.94 | 20.25 | 18.73 |
| Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 11.08 | 5.17 | 19.72 | 15.84 | 15.59 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 9.99 | 6.52 | 19.04 | 16.37 | 0.0 |
| MahIndra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 9.16 | 4.86 | 22.0 | 18.15 | 0.0 |
| Nippon India Growth Mid Cap Fund - Growth Plan-Growth Option | 05-10-1995 | 8.74 | 6.79 | 22.19 | 20.11 | 18.52 |
Asset Allocation (%)
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