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: 1.75% As on (30-08-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 35,184.34 Cr As on (31-08-2026)
Turn over: 0.55

NAV as on 08-10-2026

115.72 -2.48 (-2.1431%)

CAGR Since Inception

16.94%

BSE 150 MidCap TRI 16.59%

PERFORMANCE of Axis Midcap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 08-10-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Axis Midcap Fund - Regular Plan - Growth	1.89	13.85	10.27	15.47	16.94
Benchmark	-	-	-	-	-
Equity: Mid Cap	1.32	13.61	12.26	14.28	14.83

Yearly Performance (%)

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Fund Managers

Shreyash Devalkar, Nitin Arora, 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.

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.

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Riskometer

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	0.57	1.15	0.84	-	-
Equity: Mid Cap	-	-	-	-	-	-

PEER COMPARISION of Axis Midcap Fund - Regular Plan - Growth

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Period

Data as on - 08-10-2026

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	1.89	0.78	13.85	10.27	15.47

PORTFOLIO ANALYSIS of Axis Midcap Fund - Regular Plan - Growth

Asset Allocation (%)