Axis Midcap Fund Growth

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Equity
Mid-Cap
Rating 3
Plan

110.78 -0.59 (-0.53%) NAV as on 12 Jan, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)31717.15
CAGR 2.70%
Exit Load1.00%
Expense ratio1.56%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2011-02-18

Asset Allocation

Holdings As On - 13 January 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Clearing Corporation Of India Ltd
2068.43
6.42%

Fortis Healthcare
1142.18
3.55%

Federal Bank
981.56
3.05%

Indian Hotels Company
804.76
2.50%

Bharti Hexacom
689.71
2.14%

Persistent Systems
673.62
2.09%

UNO Minda
673.04
2.09%

The Phoenix Mills Ltd
642.73
2.00%

Peer Comparison

Fund Name
Motilal Oswal Midcap Regular Growth-8.36%
Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option5.33%
Axis Midcap Fund Growth1.67%
SBI Midcap Fund Regular Growth-0.11%
DSP Midcap Fund Growth3.24%

Risk & Volitility

Alpha 7.84%
Beta 0.75
Sharpe Ratio0.88
Std Deviation 14.09%
Tracking Error 8.40%

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 31717.15 crores & has delivered CAGR of 16.38% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.56%. 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 top holdings of the fund include Clearing Corporation Of India Ltd, Fortis Healthcare, Federal Bank & Indian Hotels Company.

The major sectors where the fund is invested are Electronic Instr. & Controls, Software & Programming, Chemical Manufacturing & Regional Banks.

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, SBI Midcap Fund Regular Growth, DSP Midcap Fund Growth. Axis Midcap Fund Growth has a sharpe ratio of 0.88 & a standard deviation of 14.09%.