Axis Midcap Fund Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹34,403.73 Cr
Expense Ratio
1.73%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
18 Feb 2011
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.06% | -- |
| 3 Months | +5.97% | -- |
| 6 Months | +10.24% | -- |
| 1 Year | +8.46% | +8.46% |
| 2 Years | -- | +3.89% |
| 3 Years | +52.95% | +15.22% |
| 5 Years | +79.01% | +12.35% |
| Since Launch | +1123.9% | +17.48% |
Holdings as on 9 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Clearing Corporation Of India Ltd | 3,069.12 | 8.92 |
| Federal Bank | 1,569.62 | 4.56 |
| Fortis Healthcare | 1,183.37 | 3.44 |
| Sona Blw Precision Forgings | 908.58 | 2.64 |
| Indian Hotels Company | 808.62 | 2.35 |
| GE Vernova T&D India | 794.16 | 2.31 |
| The Phoenix Mills Ltd | 752.55 | 2.19 |
| Apar Industries | 750.06 | 2.18 |
| Bharat Forge | 720.63 | 2.09 |
| IPCA Laboratories | 700.07 | 2.03 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.65
Sharpe Ratio
16.14%
Std. Deviation
8.40%
Tracking Error
7.84%
Alpha
0.75
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal Midcap Regular Growth | -0.06% | +17.2% | +20.6% |
| Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option | +9.47% | +17.42% | +17.62% |
| Axis Midcap Fund Growth | +8.46% | +15.22% | +12.35% |
| DSP Midcap Fund Growth | +6.63% | +13.3% | +11.15% |
| SBI Midcap Fund Regular Growth | +6.39% | +9.92% | +13.06% |
Results are calculated on CAGR basis
About Fund
To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
The Axis Midcap Fund Growth has an AUM of 34403.73 crores & has delivered CAGR of 12.35 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.73%. The minimum investment in Axis Midcap Fund Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Clearing Corporation Of India Ltd, Federal Bank, Fortis Healthcare, Sona Blw Precision Forgings.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Parts, Chemical Manufacturing, Biotechnology & Drugs.
Some of the similar funds are Motilal Oswal Midcap Regular Growth, Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option, Axis Midcap Fund Growth, DSP Midcap Fund Growth, SBI Midcap Fund Regular Growth. Axis Midcap Fund Growth has a sharpe ratio of 0.65 & a standard deviation of 16.14%.
FAQs
According to the morning star rating Axis Midcap Fund Growth has a Medium risk & Exceptional return.
Axis Midcap Fund Growth is managed by Shreyash Devalkar,Nitin Arora,Krishnaa N.
The expense ratio of Axis Midcap Fund Growth is 1.73%.
The 5 year annualized return on Axis Midcap Fund Growth is 12.35% & it has generated 8.46% in the last 1 year.
The minimum investment in Axis Midcap Fund Growth is 100 Rs.
Axis Midcap Fund Growth has an AUM of 34403.73 crores.
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