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Home Mf Research Axis Mid Cap Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Mid Cap Fund - Regular Plan - Growth

AXIS MUTUAL FUND Equity Equity Mid Cap

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,028.59 +2.86%
Two Week 2026-10-19 ₹1,000.00 ₹1,021.58 +2.16%
One Month 2026-10-05 ₹1,000.00 ₹1,011.19 +1.12%
Three Months 2026-08-05 ₹3,000.00 ₹2,942.10 -1.93%
Six Months 2026-05-07 ₹6,000.00 ₹5,969.13 -0.51%
One Year 2025-11-03 ₹12,000.00 ₹12,391.44 +3.26%
Three Year 2023-11-06 ₹36,000.00 ₹40,399.25 +12.22%
Five Year 2021-11-08 ₹60,000.00 ₹82,063.93 +36.77%
Ten Year 2016-11-07 ₹120,000.00 ₹278,757.19 +132.30%
Since Inception 2011-02-18 ₹192,000.00 ₹845,140.10 +340.18%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Auto Components 10.22%
Electrical Equipment 9.67%
Retailing 9.52%
Banks 8.37%
Other 7.18%
Pharmaceuticals & Biotechnology 6.20%
Finance 5.37%
Healthcare Services 3.95%
Financial Technology (Fintech) 3.49%
Chemicals & Petrochemicals 3.47%
Industrial Products 3.39%
Consumer Durables 3.19%
Capital Markets 2.88%
Automobiles 2.54%
Leisure Services 2.28%
Realty 2.13%
IT - Software 2.13%
Textiles & Apparels 1.81%
Beverages 1.71%
Fertilizers & Agrochemicals 1.57%
Agricultural Food & Other Products 1.37%
Cement & Cement Products 1.27%
Telecom - Services 1.18%
Power 1.09%
Insurance 0.97%
Transport Services 0.85%
Industrial Manufacturing 0.82%
Diversified 0.53%
Aerospace & Defense 0.38%
Petroleum Products 0.38%
Agricultural, Commercial & Construction Vehicles 0.07%

Top Holdings

Company-wise portfolio exposure

The Federal Bank Limited 4.40%
Fortis Healthcare Limited 3.21%
Apar Industries Limited 2.73%
Sona BLW Precision Forgings Limited 2.71%
GE Vernova T&D India Limited 2.35%
PB Fintech Limited 2.32%
The Indian Hotels Company Limited 2.28%
IPCA Laboratories Limited 2.23%
The Phoenix Mills Limited 2.13%
Lenskart Solutions Limited 2.03%
Eternal Limited 2.00%
Bharat Heavy Electricals Limited 1.95%
Bharat Forge Limited 1.95%
Solar Industries India Limited 1.79%
ICICI Bank Limited 1.79%
FSN E-Commerce Ventures Limited 1.74%
Radico Khaitan Limited 1.71%
Cummins India Limited 1.70%
UNO Minda Limited 1.60%
Dixon Technologies (India) Limited 1.52%
Premier Energies Limited 1.52%
Schaeffler India Limited 1.48%
Coforge Limited 1.43%
Bajaj Finance Limited 1.38%
Marico Limited 1.37%
Alkem Laboratories Limited 1.34%
Ather Energy Limited 1.29%
JK Cement Limited 1.27%
Multi Commodity Exchange of India Limited 1.27%
TVS Motor Company Limited 1.25%
AU Small Finance Bank Limited 1.22%
One 97 Communications Limited 1.17%
Info Edge (India) Limited 1.14%
Torrent Power Limited 1.09%
Coromandel International Limited 1.09%
Vishal Mega Mart Limited 1.08%
SRF Limited 1.01%
Abbott India Limited 1.00%
L&T Finance Limited 0.97%
ICICI Lombard General Insurance Company Limited 0.97%
K.P.R. Mill Limited 0.96%
Shriram Finance Limited 0.95%
Supreme Industries Limited 0.95%
Bharti Hexacom Limited 0.93%
BSE Limited 0.92%
CG Power and Industrial Solutions Limited 0.89%
InterGlobe Aviation Limited 0.85%
Page Industries Limited 0.85%
Indo-MIM Limited 0.82%
Dhoot Transmission Ltd 0.81%
Meesho Ltd 0.79%
Torrent Pharmaceuticals Limited 0.72%
Mphasis Limited 0.70%
Billionbrains Garage Ventures Ltd 0.69%
Sundaram Finance Limited 0.64%
Craftsman Automation Limited 0.63%
Bosch Limited 0.59%
Indian Bank 0.54%
3M India Limited 0.53%
Cholamandalam Investment and Finance Company Ltd 0.53%
Voltas Limited 0.53%
Trent Limited 0.49%
Aster DM Quality Care Limited 0.49%
PI Industries Limited 0.48%
Blue Star Limited 0.48%
Anthem Biosciences Limited 0.47%
Cholamandalam Financial Holdings Limited 0.46%
Tube Investments of India Limited 0.45%
LG Electronics India Ltd 0.43%
Fine Organic Industries Limited 0.43%
IndusInd Bank Limited 0.42%
KEI Industries Limited 0.39%
Bharat Electronics Limited 0.38%
Hindustan Petroleum Corporation Limited 0.38%
Astral Limited 0.35%
Mankind Pharma Limited 0.35%
Mahindra & Mahindra Financial Services Limited 0.30%
Global Health Limited 0.25%
Tata Communications Limited 0.25%
Swiggy Limited 0.25%
Amber Enterprises India Limited 0.23%
TD Power Systems Limited 0.23%
Navin Fluorine International Limited 0.20%
Piramal Finance Limited 0.14%
Gland Pharma Limited 0.09%
Ashok Leyland Limited 0.07%
Linde India Limited 0.04%
Prestige Estates Projects Limited 0.00%
Axis Money Market Fund - Direct Plan - Growth Option 0.88%
Clearing Corporation of India Ltd 5.26%
Net Receivables / (Payables) 1.04%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
16.15%
Return volatility
β
Beta
0.86
Benchmark sensitivity
S
Sharpe Ratio
-0.70
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
HSBC Midcap Fund - Regular Plan - Growth 9.87% 19.84% 18.58%
Whiteoak Capital - Mid Cap Fund - Regular Plan - Growth 3.57% 18.52% 19.48%
Bandhan Mid Cap Fund - Regular Plan - Growth 2.86% 15.80% 15.64%
ICICI Prudential Mid Cap Fund - Regular Plan - Growth 2.50% 18.75% 17.02%
Helios Mid Cap Fund - Regular Plan - Growth 2.16% 0.00% 18.67%
Union Midcap Fund - Regular Plan - Growth 1.52% 14.51% 27.51%
JM Mid Cap Fund - Regular Plan - Growth 1.21% 15.69% 19.09%
Invesco India Mid Cap Fund - Regular Plan - Growth 1.02% 20.62% 16.18%
Baroda Bnp Paribas Mid Cap Fund - Regular Plan - Growth 0.33% 13.60% 12.14%
Samco Mid Cap Fund - Regular Plan - Growth 0.00% 0.00% -6.53%

Returns are historical and do not guarantee future performance.

View All Equity Mid Cap Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver ETF - Regular Plan - Growth 17.79% 33.69% 30.79%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.19% 28.14% 29.62%
Axis Silver Fund Of Fund - Regular Plan - Growth 16.60% 32.78% 29.92%
Axis Gold ETF - Regular Plan - Growth 13.03% 29.57% -16.57%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold Fund - Regular Plan - Growth 12.55% 29.01% 9.53%
Axis Nifty Healthcare ETF - Regular Plan - Growth 11.89% 20.82% 13.66%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 9.19% 0.00% 16.96%
Axis Innovation Fund - Regular Plan - Growth 8.17% 16.33% 13.29%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.75%
Expense Ratio (Direct)
0.82%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
BSE Midcap 150 TRI

Exit Load

Charges that may apply when you redeem units

If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis,For remaining investments: 1% w.e.f., 25/09/2017.
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