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Axis Mid Cap Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-18)
113.59 -0.56%
AUM (Fund Size)
N/A
Expense Ratio
1.57%
Exit load
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.
Risk
Very High
AMC
AXIS MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,009.24
0.92 %
Two Week 2025-07-03 ₹1,000.00 ₹989.37
-1.06 %
One Month 2025-06-18 ₹1,000.00 ₹1,015.56
1.56 %
Three Months 2025-04-21 ₹3,000.00 ₹3,156.57
5.22 %
Six Months 2025-01-20 ₹6,000.00 ₹6,537.70
8.96 %
One Year 2024-07-18 ₹12,000.00 ₹12,682.60
5.69 %
Three Year 2022-07-19 ₹36,000.00 ₹49,050.60
36.25 %
Five Year 2020-07-20 ₹60,000.00 ₹97,790.31
62.98 %
Ten Year 2015-07-21 ₹120,000.00 ₹324,127.29
170.11 %
Since Inception 2011-02-18 ₹176,000.00 ₹795,264.20
351.85 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

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

Sectors Holding in Axis Mid Cap Fund - Regular Plan - Growth

Finance
5%
Retailing
2%
Industrial Products
7%
Leisure Services
2%
IT - Software
4%
Auto Components
7%
Electrical Equipment
3%
Healthcare Services
3%
Fertilizers & Agrochemicals
4%
Realty
3%
Banks
4%
Automobiles
1%
Cement & Cement Products
1%
Consumer Durables
2%
Pharmaceuticals & Biotechnology
4%
Financial Technology (Fintech)
1%
Telecom - Services
1%
Power
1%
Chemicals & Petrochemicals
2%
Aerospace & Defense
1%
Insurance
0%
Diversified
0%
Gas
0%
Textiles & Apparels
0%
Personal Products
0%
Petroleum Products
0%
Industrial Manufacturing
0%

Companies Holding in Axis Mid Cap Fund - Regular Plan - Growth

Cholamandalam Investment And Finance Company Ltd
3.04%
Trent Limited
2.90%
Supreme Industries Limited
2.81%
Cummins India Limited
2.62%
The Indian Hotels Company Limited
2.59%
Persistent Systems Limited
2.41%
UNO Minda Limited
2.41%
CG Power And Industrial Solutions Limited
2.35%
Schaeffler India Limited
2.32%
Sona BLW Precision Forgings Limited
2.20%
Fortis Healthcare Limited
2.16%
PI Industries Limited
2.15%
Coromandel International Limited
2.10%
Astral Limited
2.06%
The Phoenix Mills Limited
2.06%
ICICI Bank Limited
2.02%
TVS Motor Company Limited
1.72%
The Federal Bank Limited
1.72%
JK Cement Limited
1.58%
Voltas Limited
1.51%
Abbott India Limited
1.51%
PB Fintech Limited
1.43%
Bharti Hexacom Limited
1.43%
Sundaram Finance Limited
1.41%
REC Limited
1.38%
Alkem Laboratories Limited
1.38%
Torrent Power Limited
1.28%
Solar Industries India Limited
1.22%
Apar Industries Limited
1.22%
Linde India Limited
1.22%
Coforge Limited
1.22%
Balkrishna Industries Limited
1.19%
Max Healthcare Institute Limited
1.11%
Lupin Limited
1.10%
Prestige Estates Projects Limited
1.10%
Grindwell Norton Limited
1.08%
Mphasis Limited
1.06%
Dixon Technologies (India) Limited
1.05%
Indian Bank
1.03%
Hindustan Aeronautics Limited
1.02%
Zydus Lifesciences Limited
1.00%
ICICI Lombard General Insurance Company Limited
0.97%
3M India Limited
0.96%
Avenue Supermarts Limited
0.96%
State Bank Of India
0.89%
Tata Power Company Limited
0.87%
Godrej Properties Limited
0.85%
Bharat Electronics Limited
0.81%
Endurance Technologies Limited
0.81%
Samvardhana Motherson International Limited
0.79%
Motherson Sumi Wiring India Limited
0.77%
Indus Towers Limited
0.76%
Tech Mahindra Limited
0.73%
Bajaj Finance Limited
0.73%
SKF India Limited
0.70%
Suzlon Energy Limited
0.69%
Oberoi Realty Limited
0.69%
Jubilant Foodworks Limited
0.65%
Petronet LNG Limited
0.65%
ZF Commercial Vehicle Control Systems India Limited
0.65%
Carborundum Universal Limited
0.60%
Zomato Limited
0.60%
Tata Communications Limited
0.59%
Bharat Forge Limited
0.59%
K.P.R. Mill Limited
0.58%
Power Grid Corporation Of India Limited
0.56%
Colgate Palmolive (India) Limited
0.55%
Fine Organic Industries Limited
0.55%
Hindustan Petroleum Corporation Limited
0.53%
Honeywell Automation India Limited
0.53%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Risk-O-Meter

Investors understand that their principal will be at
Very High

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
1.57
Expense Ratio Direct
0.54
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Shreyash Devalkar
20 years Experience
Mr. Nitin Arora
13 years Experience
Ms. Krishnaa N
4 years Experience

Exit load

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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