Axis Midcap Direct Plan Growth

Axis Midcap Direct Plan Growth

+19.41%
3Y annualised
-2.64% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Mar '26
₹123.58
Min. for SIP
₹100
Fund size
₹31,977.12 Cr
Expense ratio
0.53%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,713
-3.81%
3 years₹1,80,000₹2,02,364
+12.42%
5 years₹3,00,000₹4,04,488
+34.83%
10 years₹6,00,000₹14,42,671
+140.45%

Holdings (96)

NameSectorInstrumentsAssets
The Federal Bank Ltd.FinancialEquity3.98%
Fortis Healthcare Ltd.HealthcareEquity3.85%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.73%
GE Vernova T&D India LtdCapital GoodsEquity2.39%
Schaeffler India Ltd.Capital GoodsEquity2.30%
The Indian Hotels Company Ltd.ServicesEquity2.26%
Nifty BankFinancialID1.97%
The Phoenix Mills Ltd.ConstructionEquity1.92%
Coromandel International Ltd.ChemicalsEquity1.87%
TVS Motor Company Ltd.AutomobileEquity1.81%
Cummins India Ltd.Capital GoodsEquity1.80%
Ashok Leyland Ltd.AutomobileEquity1.77%
UNO Minda Ltd.AutomobileEquity1.73%
Ipca Laboratories Ltd.HealthcareEquity1.63%
Apar Industries Ltd.Consumer StaplesEquity1.61%
Solar Industries India Ltd.ChemicalsEquity1.57%
JK Cement Ltd.ConstructionEquity1.57%
Torrent Power Ltd.EnergyEquity1.51%
Indian BankFinancialEquity1.48%
Bharat Forge Ltd.AutomobileEquity1.46%
Hitachi Energy India Ltd.Capital GoodsEquity1.38%
Bharti Hexacom Ltd.CommunicationEquity1.37%
Abbott India Ltd.HealthcareEquity1.35%
Vishal Mega Mart Ltd.ServicesEquity1.30%
Supreme Industries Ltd.ChemicalsEquity1.27%
Blue Star Ltd.Consumer DiscretionaryEquity1.26%
Premier Energies Ltd.EnergyEquity1.21%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.20%
Kei Industries Ltd.Capital GoodsEquity1.17%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.15%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.14%
Jindal Steel Ltd.Metals & MiningEquity1.09%
Persistent Systems Ltd.TechnologyEquity1.07%
Bharat Electronics Ltd.Capital GoodsEquity1.05%
Lupin Ltd.HealthcareEquity1.05%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.02%
Bajaj Finance Ltd.FinancialEquity1.01%
PI Industries Ltd.ChemicalsEquity1.01%
AU Small Finance Bank Ltd.FinancialEquity0.98%
PB Fintech Ltd.ServicesEquity0.98%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.97%
SRF Ltd.ChemicalsEquity0.97%
Axis Money Market Fund Direct-Growth--Mutual Fund0.94%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.93%
Coforge Ltd.TechnologyEquity0.88%
Sundaram Finance Ltd.FinancialEquity0.87%
HDFC Asset Management Company Ltd.FinancialEquity0.86%
L&T Finance Ltd.FinancialEquity0.84%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.81%
K.P.R. Mill Ltd.TextilesEquity0.77%
Mphasis Ltd.TechnologyEquity0.75%
ICICI Bank Ltd.FinancialEquity0.75%
Eternal Ltd.ServicesEquity0.75%
Swiggy Ltd.ServicesEquity0.73%
Alkem Laboratories Ltd.HealthcareEquity0.72%
Info Edge (India) Ltd.ServicesEquity0.71%
Trent Ltd.ServicesEquity0.71%
Voltas Ltd.Consumer DiscretionaryEquity0.67%
3M India Ltd.Consumer StaplesEquity0.66%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.63%
Tube Investments Of India Ltd.AutomobileEquity0.60%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.59%
Jubilant FoodWorks Ltd.ServicesEquity0.59%
Prestige Estates Projects Ltd.ConstructionEquity0.58%
ITC Hotels Ltd.ServicesEquity0.58%
Indus Towers Ltd.CommunicationEquity0.56%
Oracle Financial Services Software Ltd.TechnologyEquity0.55%
FSN E-Commerce Ventures Ltd.ServicesEquity0.52%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.49%
Balkrishna Industries Ltd.AutomobileEquity0.47%
Endurance Technologies Ltd.AutomobileEquity0.46%
Fine Organic Industries Ltd.ChemicalsEquity0.45%
BSE Ltd.ServicesEquity0.45%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.45%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.37%
Astral Ltd.ChemicalsEquity0.33%
L&T Technology Services Ltd.TechnologyEquity0.30%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.29%
Billionbrains Garage Ventures Ltd.FinancialEquity0.25%
Mankind Pharma Ltd.HealthcareEquity0.24%
Page Industries Ltd.TextilesEquity0.23%
Linde India Ltd.ChemicalsEquity0.23%
Tata Communications Ltd.CommunicationEquity0.21%
Shriram Finance LtdFinancialEquity0.21%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.19%
Anthem Biosciences Ltd.HealthcareEquity0.14%
Oil India Ltd.EnergyEquity0.13%
Container Corporation Of India Ltd.ServicesEquity0.13%
KPIT Technologies Ltd.TechnologyEquity0.10%
Honeywell Automation India Ltd.Capital GoodsEquity0.10%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.08%
Meesho Ltd.ServicesEquity0.08%
HDB Financial Services Ltd.FinancialEquity0.06%
Aarti Industries Ltd.ChemicalsEquity0.06%
Cohance Lifesciences Ltd.HealthcareEquity0.04%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.02%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+19.4%+15.6%+18.1%+18.1%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)32226--

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

SD
Shreyash Devalkar
Nov 2016 - Present
View details

Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.

NA
Nitin Arora
Aug 2023 - Present
View details

Education
Mr. Arora has done M.Sc in Finance and Investments
Experience
Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..

About Axis Midcap Direct Plan Growth

Axis Midcap Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Shreyash Devalkar is the Current Fund Manager of Axis Midcap Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,904 Cr and the Latest NAV as of 19 Mar 2026 is ₹123.58. The Axis Midcap Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. ;

Investment Objective

The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Fund benchmarkBSE 150 MidCap Total Return Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,66,904.00 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,