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Axis Mid Cap Fund

Axis Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

24.23

as on 20 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,195 today.

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NAV Performance

Axis Mid Cap Fund performance graph for last 3 years
Performance of Axis Mid Cap Fund for last 3 Years

Fund Information

  • ₹ 68.740

    as on 20 Sep 2021
  • Regular - Growth

  • 2 / 25

  • ₹ 5,000

  • ₹ 12,813 Cr.

    as on 20 Sep 2021
  • 1.87%

    since 31 May 2021
  • 18 Feb 2011

  • Equity - Mid Cap Fund

  • S&P BSE MidCap TRI

  • Axis mutual fund

    Show All Funds
  • Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Axis Mid Cap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 18 Feb 2011. This fund is offered by one of the top AMC (Assets Management Company) Axis mutual fund. You can also view here all other Equity funds offered by Axis mutual fund.

Latest NAV of the fund is ₹ 68.740 as on 20 Sep 2021.

This fund has 10 years of track record. Since 31 May 2021 expense ratio of this fund is 1.87%. Ideally you shoulds compare this fund with the benchmark S&P BSE MidCap TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies

List of Fund Managers of Axis Mid Cap Fund

  • About Hitesh Das

    Picture of Hitesh Das
  • About Shreyash Devalkar

    Picture of Shreyash DevalkarShreyash Devalkar is the Senior Fund Manager as Axis AMC. He joined the AMC in 2016 and took over the responsibility of managing important funds like Bluechip Fund, Midcap Fund, followed by Multicap Fund in 2017. Prior to this, he was associated with BNP Paribas AMC as a Fund Manager for more than 5 years. He has also worked as a Research Analyst at IDFC Asset Management Company (July 2008 to Jan 2011) and IDFC Securities (Sept 2005 to July 2008).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 9.85% 18.52% 33.75% 82.63% 56.34% 29.97% 20.91% 21.11% 85.90% 74.05% 52.49% 30.77% 22.14%
Category Average 5.94% 12.03% 25.23% 62.82% 34.65% 19.65% 15.70% 17.92% 63.99% 51.20% 35.68% 22.00% 19.20%
Axis Mid Cap Fund 6.62%₹ 10,662 14.72%₹ 11,471 26.94%₹ 12,694 60.83%₹ 16,083 64.77%₹ 15,885 36.01%₹ 18,513 49.68%₹ 37,540 24.23%₹ 19,195 37.56%₹ 61,151 20.91%₹ 25,851 26.74%₹ 1,16,153 21.11%₹ 67,992 22.14%₹ 3,86,860
DSP Midcap Fund 5.49%₹ 10,549 8.41%₹ 10,840 21.99%₹ 12,198 45.99%₹ 14,598 48.54%₹ 14,961 30.92%₹ 17,151 41.74%₹ 35,227 19.39%₹ 17,033 31.48%₹ 56,472 15.70%₹ 20,743 20.45%₹ 99,823 18.28%₹ 53,653 19.88%₹ 3,42,372
Invesco India Midcap Fund 6.43%₹ 10,642 12.51%₹ 11,250 22.60%₹ 12,260 54.35%₹ 15,434 56.89%₹ 15,439 34.44%₹ 18,087 46.79%₹ 36,693 20.02%₹ 17,308 33.99%₹ 58,372 17.37%₹ 22,287 22.47%₹ 1,04,828 19.16%₹ 57,812 20.38%₹ 3,51,742
Kotak Emerging Equity Fund 4.66%₹ 10,465 10.11%₹ 11,010 23.27%₹ 12,326 66.00%₹ 16,599 63.24%₹ 15,799 35.40%₹ 18,347 52.28%₹ 38,308 22.09%₹ 18,217 37.41%₹ 61,037 17.34%₹ 22,250 23.45%₹ 1,07,329 20.62%₹ 65,299 21.75%₹ 3,78,862
PGIM India Midcap Opportunities Fund 5.84%₹ 10,583 15.78%₹ 11,577 33.75%₹ 13,375 82.63%₹ 18,262 85.90%₹ 17,050 56.34%₹ 24,472 74.05%₹ 44,985 29.97%₹ 21,985 52.49%₹ 73,733 19.76%₹ 24,646 30.77%₹ 1,27,820 - -
Edelweiss Mid Cap Fund 4.93%₹ 10,492 10.58%₹ 11,057 24.43%₹ 12,442 66.86%₹ 16,685 64.94%₹ 15,894 37.08%₹ 18,806 54.50%₹ 38,970 21.37%₹ 17,898 38.46%₹ 61,867 - - - -

Portfolio Holdings

Portfolio holdings pattern of Axis Mid Cap Fund as on 21 Sep 2021 are listed below:

  • Equity Holdings:

    94.89%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    5.11%

Top Sector Holdings of Axis Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - software 11.91% ₹ 1,525.87 Cr.
Banks 8.59% ₹ 1,330.76 Cr.
Nbfc 9.28% ₹ 1,189.13 Cr.
Pharmaceuticals 5.50% ₹ 838.22 Cr.
Plastic products 6.26% ₹ 802.39 Cr.
Others 58.46% -

Top Stock Holdings of Axis Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Cholamandalam Investment & Finance Co. Ltd. 4.32% ₹ 553.59 Cr.
Voltas Limited 3.82% ₹ 489.95 Cr.
Coforge Ltd. 3.65% ₹ 467.16 Cr.
Astral Poly Technik Ltd. 3.64% ₹ 466.54 Cr.
Pi Industries Ltd. 3.54% ₹ 453.19 Cr.
Others 81.03% -

Other Holdings

Holding TypeHolding Percentage
TREPS 4.06%
FD 0.62%
Net Receivables 0.43%