Axis Midcap Fund Growth

Axis Midcap Fund Growth

+16.99%
3Y annualised
-0.49% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jul '26
₹120.23
Min. for SIP
₹100
Fund size (AUM)
₹33,803.00 Cr
Expense ratio
1.73%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹63,604
+6.01%
3 years₹1,80,000₹2,12,960
+18.31%
5 years₹3,00,000₹4,26,118
+42.04%
10 years₹6,00,000₹14,49,152
+141.53%

Holdings (88)

NameSectorInstrumentsAssets
Others CBLOUnspecifiedCBLO11.44%
NIFTY July 2026 FutureFinancialIndex Derivatives6.48%
The Federal Bank LtdFinancialEquity4.25%
Fortis Healthcare LtdHealthcareEquity3.55%
GE T&D India LtdIndustrialsEquity2.69%
Apar Industries LtdDiversifiedEquity2.43%
The Indian Hotels Company LtdConsumer DiscretionaryEquity2.18%
Phoenix Mills LtdReal EstateEquity2.06%
Solar Industries India LtdMaterialsEquity2.06%
Schaeffler India LtdIndustrialsEquity2.02%
Ipca Laboratories LtdHealthcareEquity2.02%
Cummins India LtdIndustrialsEquity1.97%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity1.89%
Bharat Forge LtdConsumer DiscretionaryEquity1.88%
BSE LtdFinancialEquity1.80%
Bharat Heavy Electricals LtdIndustrialsEquity1.78%
Coromandel International LtdMaterialsEquity1.77%
Multi Commodity Exchange Of India LtdFinancialEquity1.65%
Premier Energies Ltd.Energy & UtilitiesEquity1.61%
PB Fintech LtdFinancialEquity1.47%
JK Cement LtdMaterialsEquity1.43%
UNO Minda LtdConsumer DiscretionaryEquity1.37%
Vishal Mega Mart Ltd.Consumer StaplesEquity1.34%
Radico Khaitan LtdConsumer StaplesEquity1.32%
Torrent Power LtdEnergy & UtilitiesEquity1.29%
Abbott India LtdHealthcareEquity1.23%
SRF LtdMaterialsEquity1.22%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity1.15%
ICICI Lombard General Insurance Company LtdFinancialEquity1.13%
Zomato LtdTechnologyEquity1.12%
Coforge LtdTechnologyEquity1.08%
TVS Motor Company LtdConsumer DiscretionaryEquity1.05%
Kei Industries LtdIndustrialsEquity1.03%
AU Small Finance Bank LtdFinancialEquity1.02%
CG Power & Industrial Solutions LtdIndustrialsEquity1.00%
Blue Star LtdIndustrialsEquity1.00%
Marico LtdConsumer StaplesEquity0.99%
KPR Mills LtdConsumer DiscretionaryEquity0.96%
Supreme Industries LtdMaterialsEquity0.95%
Bharti Hexacom Ltd.TechnologyEquity0.94%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity0.93%
Indian BankFinancialEquity0.92%
Axis Money Market Fund Direct-GrowthUnspecifiedMutual Fund0.91%
Lupin LtdHealthcareEquity0.91%
Page Industries LtdConsumer DiscretionaryEquity0.91%
Hitachi Energy India LtdIndustrialsEquity0.90%
Alkem Laboratories LtdHealthcareEquity0.86%
Trent LtdConsumer DiscretionaryEquity0.84%
Bharat Electronics LtdIndustrialsEquity0.84%
Shriram Transport Finance Company LtdFinancialEquity0.84%
Jindal Steel & Power LtdMaterialsEquity0.82%
Tube Investments Of India LtdConsumer DiscretionaryEquity0.81%
Ather Energy Ltd.Consumer DiscretionaryEquity0.80%
L&T Finance Holdings LtdFinancialEquity0.80%
Bajaj Finance LtdFinancialEquity0.76%
PI Industries LtdMaterialsEquity0.70%
Sundaram Finance LtdFinancialEquity0.67%
JB Chemicals & Pharmaceuticals LtdHealthcareEquity0.67%
Voltas LtdIndustrialsEquity0.66%
Info Edge (India) LtdTechnologyEquity0.66%
Mphasis LtdTechnologyEquity0.66%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.60%
3M India LtdDiversifiedEquity0.55%
Cholamandalam Financial Holdings LtdFinancialEquity0.54%
Cholamandalam Investment & Finance Company LtdFinancialEquity0.54%
Prestige Estates Projects LtdReal EstateEquity0.52%
ZF Commercial Vehicle Control Systems India LtdConsumer DiscretionaryEquity0.49%
ITC Hotels LtdConsumer DiscretionaryEquity0.49%
Oracle Financial Services Software LtdTechnologyEquity0.49%
ICICI Bank LtdFinancialEquity0.49%
Fine Organic Industries LtdMaterialsEquity0.48%
Craftsman Automation LtdConsumer DiscretionaryEquity0.42%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.41%
Tata Communications LtdTechnologyEquity0.39%
Mankind Pharma Ltd.HealthcareEquity0.39%
Anthem Biosciences Ltd.HealthcareEquity0.36%
Endurance Technologies LtdConsumer DiscretionaryEquity0.34%
Billionbrains Garage Ventures Ltd.FinancialEquity0.34%
Astral LtdIndustrialsEquity0.33%
Balkrishna Industries LtdConsumer DiscretionaryEquity0.30%
Indusind Bank LtdFinancialEquity0.28%
Persistent Systems LtdTechnologyEquity0.17%
Indus Towers LtdTechnologyEquity0.12%
Linde India LtdMaterialsEquity0.08%
Swiggy Ltd.TechnologyEquity0.05%
L&T Technology Services LtdTechnologyEquity0.05%
Bosch LtdConsumer DiscretionaryEquity0.02%
Net PayablesUnspecifiedNet Payables-5.66%
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+17.0%+13.9%+16.8%+17.5%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)39277--

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 3 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

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+12.20%+22.73%6,932.99
Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
+5.25%+22.17%17,748.32
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+7.22%+21.35%49,169.10
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+6.86%+20.99%14,026.07
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+4.32%+19.44%1,00,858.31
Compare

Fund management

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..

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.

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. Nitin Arora is the Current Fund Manager of Axis Midcap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,56,814 Cr and the Latest NAV as of 16 Jul 2026 is ₹120.23. The Axis Midcap Fund 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 3 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₹3,56,814.22 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,