Axis Midcap Fund Growth

Axis Midcap Fund Growth

+18.44%
3Y annualised
-0.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹114.93
Min. for SIP
₹100
Fund size (AUM)
₹32,276.32 Cr
Expense ratio
1.82%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,356
+2.26%
3 years₹1,80,000₹2,09,605
+16.45%
5 years₹3,00,000₹4,17,065
+39.02%
10 years₹6,00,000₹14,22,186
+137.03%

Holdings (90)

NameSectorInstrumentsAssets
The Federal Bank Ltd.FinancialEquity3.87%
Fortis Healthcare Ltd.HealthcareEquity3.56%
Multi Commodity Exchange Of India Ltd.ServicesEquity3.43%
GE Vernova T&D India LtdCapital GoodsEquity2.59%
Schaeffler India Ltd.Capital GoodsEquity2.25%
BSE Ltd.ServicesEquity2.14%
The Indian Hotels Company Ltd.ServicesEquity2.03%
The Phoenix Mills Ltd.ConstructionEquity1.96%
Cummins India Ltd.Capital GoodsEquity1.92%
Ipca Laboratories Ltd.HealthcareEquity1.90%
Coromandel International Ltd.ChemicalsEquity1.83%
Solar Industries India Ltd.ChemicalsEquity1.78%
Apar Industries Ltd.Consumer StaplesEquity1.76%
Hitachi Energy India Ltd.Capital GoodsEquity1.73%
Torrent Power Ltd.EnergyEquity1.66%
Premier Energies Ltd.EnergyEquity1.63%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.59%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.54%
Bharat Forge Ltd.AutomobileEquity1.53%
UNO Minda Ltd.AutomobileEquity1.48%
JK Cement Ltd.ConstructionEquity1.45%
Vishal Mega Mart Ltd.ServicesEquity1.37%
TVS Motor Company Ltd.AutomobileEquity1.32%
Abbott India Ltd.HealthcareEquity1.28%
Bharti Hexacom Ltd.CommunicationEquity1.26%
Persistent Systems Ltd.TechnologyEquity1.21%
Indian BankFinancialEquity1.21%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.20%
SRF Ltd.ChemicalsEquity1.17%
Blue Star Ltd.Consumer DiscretionaryEquity1.14%
Supreme Industries Ltd.ChemicalsEquity1.14%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.14%
PB Fintech Ltd.ServicesEquity1.09%
Coforge Ltd.TechnologyEquity1.06%
AU Small Finance Bank Ltd.FinancialEquity1.05%
Jindal Steel Ltd.Metals & MiningEquity0.99%
PI Industries Ltd.ChemicalsEquity0.98%
Ashok Leyland Ltd.AutomobileEquity0.97%
Kei Industries Ltd.Capital GoodsEquity0.96%
Axis Money Market Fund Direct-Growth--Mutual Fund0.94%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.92%
Bharat Electronics Ltd.Capital GoodsEquity0.92%
Lupin Ltd.HealthcareEquity0.90%
Alkem Laboratories Ltd.HealthcareEquity0.87%
Tube Investments Of India Ltd.AutomobileEquity0.82%
K.P.R. Mill Ltd.TextilesEquity0.80%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.79%
FSN E-Commerce Ventures Ltd.ServicesEquity0.79%
Shriram Finance LtdFinancialEquity0.79%
Voltas Ltd.Consumer DiscretionaryEquity0.78%
L&T Finance Ltd.FinancialEquity0.75%
Trent Ltd.ServicesEquity0.74%
Eternal Ltd.ServicesEquity0.74%
Bajaj Finance Ltd.FinancialEquity0.74%
Mphasis Ltd.TechnologyEquity0.74%
Sundaram Finance Ltd.FinancialEquity0.71%
Info Edge (India) Ltd.ServicesEquity0.69%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.67%
Swiggy Ltd.ServicesEquity0.64%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.62%
3M India Ltd.Consumer StaplesEquity0.58%
Oracle Financial Services Software Ltd.TechnologyEquity0.56%
Jubilant FoodWorks Ltd.ServicesEquity0.54%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.53%
ITC Hotels Ltd.ServicesEquity0.52%
Page Industries Ltd.TextilesEquity0.51%
Prestige Estates Projects Ltd.ConstructionEquity0.50%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.49%
ICICI Bank Ltd.FinancialEquity0.47%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.44%
Fine Organic Industries Ltd.ChemicalsEquity0.44%
Astral Ltd.ChemicalsEquity0.42%
Endurance Technologies Ltd.AutomobileEquity0.40%
Anthem Biosciences Ltd.HealthcareEquity0.37%
Mankind Pharma Ltd.HealthcareEquity0.36%
Billionbrains Garage Ventures Ltd.FinancialEquity0.32%
Balkrishna Industries Ltd.AutomobileEquity0.31%
L&T Technology Services Ltd.TechnologyEquity0.30%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.29%
Radico Khaitan Ltd.Consumer StaplesEquity0.27%
Indus Towers Ltd.CommunicationEquity0.25%
Linde India Ltd.ChemicalsEquity0.22%
Tata Communications Ltd.CommunicationEquity0.21%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.15%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.15%
Indusind Bank Ltd.FinancialFutures0.13%
Container Corporation Of India Ltd.ServicesEquity0.13%
KPIT Technologies Ltd.TechnologyEquity0.10%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.08%
Petronet LNG Ltd.EnergyFutures0.08%
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+18.4%+15.8%+16.7%+17.4%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)41279--

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

Name1Y3YFund Size(Cr)
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Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
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Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
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Sundaram Mid Cap Fund Growth
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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 ₹3,66,572 Cr and the Latest NAV as of 15 May 2026 is ₹114.93. 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 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₹3,66,572.37 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,