Axis Midcap Fund - Regular Plan - Growth
| 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 (₹):
111.61
₹ -0.15 ( -0.1344%)
as on
13-06-2025
CAGR
Since Inception -
18.34%
BSE 150 MidCap TRI -
17.77%
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.
PERFORMANCE of Axis Midcap Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 13-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Axis Midcap Fund - Regular Plan - Growth | 5.12 | 23.34 | 24.79 | 16.38 | 18.34 |
| Benchmark | - | - | - | - | - |
| Equity: Mid Cap | 4.68 | 26.33 | 29.33 | 16.45 | 18.82 |
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 Reg Gr | 06-02-2011 | 5.12 | 23.25 | 23.34 | 24.79 | 16.38 |
| Invesco India MidCap Gr | 19-04-2007 | 16.43 | 33.13 | 31.45 | 30.47 | 17.93 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 12.12 | 30.05 | 0.0 | 0.0 | 0.0 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 12.12 | 31.8 | 30.87 | 33.56 | 18.44 |
| Motilal Oswal Midcap Fund Reg Gr | 02-02-2014 | 10.77 | 32.18 | 35.19 | 36.55 | 17.99 |
| Sundaram MidCap Gr | 01-07-2002 | 8.1 | 30.51 | 29.33 | 29.59 | 15.6 |
| HDFC Mid-Cap Opportunities Gr | 25-06-2007 | 7.3 | 28.21 | 31.8 | 33.12 | 18.05 |
| Nippon India Growth Fund Gr Gr | 05-10-1995 | 7.23 | 30.79 | 30.16 | 33.36 | 18.29 |
| Canara Robeco Mid Cap Fund Reg Gr | 01-12-2022 | 6.97 | 25.21 | 0.0 | 0.0 | 0.0 |
| Franklin India Prima Fund Gr | 01-12-1993 | 6.84 | 27.94 | 28.84 | 27.66 | 15.6 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Axis Midcap Fund - Regular Plan - Growth
Portfolio as on