Axis Midcap Fund Growth

Axis Midcap Fund Growth

Equity
Mid Cap
Very High Risk
+18.97%
3Y annualised
-0.79% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹111.37
Min. SIP amount
Not Supported
Fund size
₹31,717.15 Cr
Expense ratio
1.57%

Holdings (102)

NameSectorInstrumentsAssets
Fortis Healthcare Ltd.HealthcareEquity3.64%
The Federal Bank Ltd.FinancialEquity3.33%
The Indian Hotels Company Ltd.ServicesEquity2.52%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.51%
The Phoenix Mills Ltd.ConstructionEquity2.16%
UNO Minda Ltd.AutomobileEquity2.09%
Bharti Hexacom Ltd.CommunicationEquity2.01%
Schaeffler India Ltd.Capital GoodsEquity2.00%
PB Fintech Ltd.ServicesEquity1.93%
Coromandel International Ltd.ChemicalsEquity1.92%
Persistent Systems Ltd.TechnologyEquity1.88%
Cummins India Ltd.Capital GoodsEquity1.87%
GE Vernova T&D India LtdCapital GoodsEquity1.81%
TVS Motor Company Ltd.AutomobileEquity1.76%
Solar Industries India Ltd.ChemicalsEquity1.58%
Coforge Ltd.TechnologyEquity1.54%
Vishal Mega Mart Ltd.ServicesEquity1.54%
JK Cement Ltd.ConstructionEquity1.52%
Eternal Ltd.ServicesEquity1.52%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.50%
Abbott India Ltd.HealthcareEquity1.49%
Premier Energies Ltd.EnergyEquity1.40%
Hitachi Energy India Ltd.Capital GoodsEquity1.38%
Ashok Leyland Ltd.AutomobileEquity1.38%
Bharat Electronics Ltd.Capital GoodsEquity1.37%
Indian BankFinancialEquity1.28%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.27%
Apar Industries Ltd.Consumer StaplesEquity1.27%
Torrent Power Ltd.EnergyEquity1.23%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.20%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.17%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.17%
Kei Industries Ltd.Capital GoodsEquity1.15%
L&T Finance Ltd.FinancialEquity1.13%
SRF Ltd.ChemicalsEquity1.05%
Blue Star Ltd.Consumer DiscretionaryEquity1.04%
Bharat Forge Ltd.AutomobileEquity1.04%
Swiggy Ltd.ServicesEquity1.03%
Bajaj Finance Ltd.FinancialEquity1.01%
Jindal Steel Ltd.Metals & MiningEquity1.01%
Supreme Industries Ltd.ChemicalsEquity0.97%
Lupin Ltd.HealthcareEquity0.97%
PI Industries Ltd.ChemicalsEquity0.96%
HDFC Asset Management Company Ltd.FinancialEquity0.95%
Mphasis Ltd.TechnologyEquity0.95%
Info Edge (India) Ltd.ServicesEquity0.93%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.92%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.88%
Prestige Estates Projects Ltd.ConstructionEquity0.85%
Trent Ltd.ServicesEquity0.84%
Sundaram Finance Ltd.FinancialEquity0.84%
Ipca Laboratories Ltd.HealthcareEquity0.81%
Oracle Financial Services Software Ltd.TechnologyEquity0.78%
ITC Hotels Ltd.ServicesEquity0.76%
AU Small Finance Bank Ltd.FinancialEquity0.74%
ICICI Bank Ltd.FinancialEquity0.74%
K.P.R. Mill Ltd.TextilesEquity0.72%
Alkem Laboratories Ltd.HealthcareEquity0.71%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.69%
Jubilant FoodWorks Ltd.ServicesEquity0.64%
3M India Ltd.Consumer StaplesEquity0.63%
FSN E-Commerce Ventures Ltd.ServicesEquity0.59%
Voltas Ltd.Consumer DiscretionaryEquity0.59%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.58%
Tube Investments Of India Ltd.AutomobileEquity0.57%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.57%
BSE Ltd.ServicesEquity0.54%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.50%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.50%
Billionbrains Garage Ventures Ltd.FinancialEquity0.46%
Endurance Technologies Ltd.AutomobileEquity0.45%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.43%
L&T Technology Services Ltd.TechnologyEquity0.43%
Fine Organic Industries Ltd.ChemicalsEquity0.40%
Balkrishna Industries Ltd.AutomobileEquity0.40%
Max Healthcare Institute Ltd.HealthcareEquity0.31%
Indus Towers Ltd.CommunicationEquity0.30%
Astral Ltd.ChemicalsEquity0.28%
Page Industries Ltd.TextilesEquity0.26%
Tata Communications Ltd.CommunicationEquity0.25%
Linde India Ltd.ChemicalsEquity0.24%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.21%
Honeywell Automation India Ltd.Capital GoodsEquity0.17%
Cohance Lifesciences Ltd.HealthcareEquity0.16%
KPIT Technologies Ltd.TechnologyEquity0.16%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.14%
Jindal Stainless Ltd.Metals & MiningEquity0.14%
Container Corporation Of India Ltd.ServicesEquity0.13%
Anthem Biosciences Ltd.HealthcareEquity0.13%
Godrej Properties Ltd.ConstructionEquity0.13%
Ajanta Pharma Ltd.HealthcareEquity0.12%
REC Ltd.FinancialEquity0.12%
Samvardhana Motherson International Ltd.AutomobileEquity0.12%
Oil India Ltd.EnergyEquity0.12%
Meesho Ltd.ServicesEquity0.09%
Kaynes Technology India Ltd.Capital GoodsEquity0.09%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.09%
HDB Financial Services Ltd.FinancialEquity0.06%
Aarti Industries Ltd.ChemicalsEquity0.06%
Granules India Ltd.HealthcareEquity0.06%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.02%
Oberoi Realty Ltd.ConstructionEquity0.00%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+19.0%+16.4%+16.2%+17.6%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)39268--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

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Motilal Oswal Midcap Fund Growth
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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 Fund Growth

Axis Midcap Fund 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 Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,62,655 Cr and the Latest NAV as of 09 Jan 2026 is ₹111.37. The Axis Midcap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹3,62,655.43 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mailNA
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,