Axis Midcap Fund Growth

Axis Midcap Fund Growth

+20.51%
3Y annualised
-0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Apr '26
₹115.24
Min. for SIP
₹100
Fund size (AUM)
₹28,834.54 Cr
Expense ratio
1.71%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,933
+3.22%
3 years₹1,80,000₹2,13,081
+18.38%
5 years₹3,00,000₹4,22,213
+40.74%
10 years₹6,00,000₹14,39,447
+139.91%

Holdings (89)

NameSectorInstrumentsAssets
The Federal Bank Ltd.FinancialEquity3.82%
Fortis Healthcare Ltd.HealthcareEquity3.43%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.96%
GE Vernova T&D India LtdCapital GoodsEquity2.50%
Schaeffler India Ltd.Capital GoodsEquity2.25%
Ipca Laboratories Ltd.HealthcareEquity2.11%
The Indian Hotels Company Ltd.ServicesEquity2.04%
Coromandel International Ltd.ChemicalsEquity1.88%
The Phoenix Mills Ltd.ConstructionEquity1.87%
Cummins India Ltd.Capital GoodsEquity1.84%
BSE Ltd.ServicesEquity1.76%
Premier Energies Ltd.EnergyEquity1.60%
Apar Industries Ltd.Consumer StaplesEquity1.58%
JK Cement Ltd.ConstructionEquity1.56%
Solar Industries India Ltd.ChemicalsEquity1.56%
UNO Minda Ltd.AutomobileEquity1.54%
TVS Motor Company Ltd.AutomobileEquity1.47%
Abbott India Ltd.HealthcareEquity1.46%
Bharat Forge Ltd.AutomobileEquity1.44%
Indian BankFinancialEquity1.41%
Bharti Hexacom Ltd.CommunicationEquity1.40%
Torrent Power Ltd.EnergyEquity1.40%
Hitachi Energy India Ltd.Capital GoodsEquity1.40%
Persistent Systems Ltd.TechnologyEquity1.38%
Vishal Mega Mart Ltd.ServicesEquity1.32%
Supreme Industries Ltd.ChemicalsEquity1.32%
SRF Ltd.ChemicalsEquity1.27%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.24%
Lupin Ltd.HealthcareEquity1.18%
Blue Star Ltd.Consumer DiscretionaryEquity1.16%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.15%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.14%
Bharat Electronics Ltd.Capital GoodsEquity1.05%
PB Fintech Ltd.ServicesEquity1.05%
Axis Money Market Fund Direct-Growth--Mutual Fund1.05%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.02%
Jindal Steel Ltd.Metals & MiningEquity1.01%
Ashok Leyland Ltd.AutomobileEquity0.99%
Coforge Ltd.TechnologyEquity0.98%
PI Industries Ltd.ChemicalsEquity0.98%
AU Small Finance Bank Ltd.FinancialEquity0.97%
Alkem Laboratories Ltd.HealthcareEquity0.95%
Kei Industries Ltd.Capital GoodsEquity0.90%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.82%
K.P.R. Mill Ltd.TextilesEquity0.79%
L&T Finance Ltd.FinancialEquity0.79%
Eternal Ltd.ServicesEquity0.77%
Sundaram Finance Ltd.FinancialEquity0.76%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.75%
Mphasis Ltd.TechnologyEquity0.74%
Info Edge (India) Ltd.ServicesEquity0.74%
Bajaj Finance Ltd.FinancialEquity0.71%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.71%
Swiggy Ltd.ServicesEquity0.69%
Trent Ltd.ServicesEquity0.66%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.65%
Tube Investments Of India Ltd.AutomobileEquity0.61%
Voltas Ltd.Consumer DiscretionaryEquity0.61%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.59%
3M India Ltd.Consumer StaplesEquity0.59%
Indus Towers Ltd.CommunicationEquity0.57%
Jubilant FoodWorks Ltd.ServicesEquity0.55%
Shriram Finance LtdFinancialEquity0.54%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.54%
FSN E-Commerce Ventures Ltd.ServicesEquity0.51%
ICICI Bank Ltd.FinancialEquity0.50%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.45%
Prestige Estates Projects Ltd.ConstructionEquity0.45%
Balkrishna Industries Ltd.AutomobileEquity0.44%
ITC Hotels Ltd.ServicesEquity0.44%
Oracle Financial Services Software Ltd.TechnologyEquity0.44%
Endurance Technologies Ltd.AutomobileEquity0.42%
Fine Organic Industries Ltd.ChemicalsEquity0.42%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.36%
Mankind Pharma Ltd.HealthcareEquity0.36%
Astral Ltd.ChemicalsEquity0.35%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.30%
L&T Technology Services Ltd.TechnologyEquity0.29%
Billionbrains Garage Ventures Ltd.FinancialEquity0.25%
Page Industries Ltd.TextilesEquity0.25%
Linde India Ltd.ChemicalsEquity0.23%
Tata Communications Ltd.CommunicationEquity0.20%
Anthem Biosciences Ltd.HealthcareEquity0.17%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.16%
Container Corporation Of India Ltd.ServicesEquity0.12%
Honeywell Automation India Ltd.Capital GoodsEquity0.09%
KPIT Technologies Ltd.TechnologyEquity0.09%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.09%
HDFC Asset Management Company Ltd.FinancialEquity0.01%
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+20.5%+16.3%+16.8%+17.5%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)41278--

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

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+14.79%+26.80%4,490.64
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+11.99%+26.69%39,676.13
Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
+10.12%+26.14%13,553.62
Sundaram Mid Cap Fund Growth
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+10.73%+25.01%11,898.19
HDFC Mid Cap Fund Growth
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+11.22%+24.83%85,357.92
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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 ₹3,16,229 Cr and the Latest NAV as of 23 Apr 2026 is ₹115.24. 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₹3,16,229.36 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,