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NAV as of ( Sep 09, 2022 )

79.27 0.41 % 1-D Change

19.78% p.a.

You get upto 1.23% extra returns

ET Money's Fund Report Card - Axis Midcap Fund

ET Money Rank


Out of 20

Performance Quality info

Very Good drop-arrow

Generated returns consistently


Increased returns for each unit of additional risk info


Downside Protection info

Excellent drop-arrow

Controlled losses during market corrections


Delivered returns without frequent ups and downs


Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

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Scheme Details

ET Money Rank 5 Out of 20
VRO Rating 5
Expense ratio 0.52%  As on Jul 31, 2022
Exit Load 1.0% info
AUM (Fund Size) 19,504 Crs
Lock-in No Lockin
Age 9 yrs 8 m Since Jan 01, 2013
Benchmark S&P BSE 150 MidCap TRI
Min. Investment

SIP 500  &

Lumpsum 5000

About Axis Midcap Fund

Axis Midcap Direct Plan-Growth is a Mid Cap mutual fund scheme from Axis Mutual Fund . This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Axis Midcap Direct Plan-Growth has ₹19,504 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.52%, which is less than what most other Mid Cap funds charge.
  • Axis Midcap Direct Plan-Growth returns of last 1-year are 3.89%. Since launch, it has delivered 19.80% average annual returns. The fund has doubled the money invested in it every 3 yrs.
  • Axis Midcap Direct Plan-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
  • The fund has the majority of its money invested in Financial, Services, Materials, Technology, Chemicals sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
  • The fund's top 5 holdings are in Cholamandalam Investment & Finance Co. Ltd., ICICI Bank Ltd., Trent Ltd., Bajaj Finance Ltd., PI Industries Ltd..
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Total value Profit
This fund
Category Average
Bank FD

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Aug 31, 2022
Allocation by Market Cap

Large Cap 19.16%

Mid Cap 66.37%

Small Cap 2.62%

Other Cap 0%

Allocation by Sector

Financial 15.43%

Services 11.92%

Materials 8.85%

Technology 8.52%

Top Debt Holdings

Others 10.65%

Reserve Bank of India 0.71%

Allocation by Credit Quality

Bifurcation by Credit Quality is not available for this fund

Allocation by Instruments

CBLO 10.65%

Treasury Bills 0.71%

Net Receivables 0.49%

Other Holdings

Others 0.49%

Know in detail about the portfolio of this fund See detailed Portfolio Analysis

Comparison with mid cap Funds

as on Sep 12, 2022
2.79 % p.a
This fund


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Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 2.79% 4.22% 25 / 28
3 months 18.65% 19.72% 18 / 27
6 months 8.95% 13.34% 23 / 25
1 year 2.99% 9.73% 20 / 23
3 years 27.35% 28.83% 12 / 21
5 years 18.74% 14.92% 3 / 19

Know in detail about the returns of this fund See detailed Return Analysis


Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

Axis Midcap Fund


The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

  • Std. Dev : 19.9
  • Alpha : 2.54
  • Beta : 0.76
  • Sharpe : 1.12
  • Sortino : 1.25
  • Profile

    Shreyash Devalkar

    Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University

    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.

Axis Mutual Fund

Axis Mutual Fund



See all schemes


₹2,46,127 Crs

As on Jun 30, 2022

  • Phone: 022-24255161
  • Address: "Axis House" - 1st Floor,
    C-2 - Wadia International Centre,
    Pandurang Budhkar Marg , Worli,
    Mumbai, 400025

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Frequently asked questions

How are the returns of Axis Midcap Fund ?

The Axis Midcap Fund is a 9 yrs 8 m old fund and has delivered average annual returns of 19.78% since inception.

Axis Midcap Fund Returns

1-Year 3-Year 5-Year Since Inception
2.99% 27.35% 18.74% 19.78%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Axis Midcap Fund for Sep 09, 2022 is 79.27 .

Axis Midcap Fund has an ET Money Rank of # 5 of 20 and a consistency rating of 3 .

This indicates the fund has delivered above-average returns, however, the consistency at which it generates returns is not so great. If you are ok with sharp swings in your returns, you can go for this fund

On ET Money, Investing in Axis Midcap Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Axis Midcap Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Axis Midcap Fund is 0.52%.  .

Redeeming your investments in Axis Midcap Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Axis Midcap Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Axis Midcap Fund is ₹19,504 Crs.

The Axis Midcap Fund has invested the majority of its money in the stocks of the following companies -

Company Percentage of Portfolio
Cholamandalam Investment & Finance Co. Ltd. 4.43%
ICICI Bank Ltd. 4.1%
Trent Ltd. 3.41%
Bajaj Finance Ltd. 2.94%
PI Industries Ltd. 2.94%
Astral Poly Technik Ltd. 2.79%
Avenue Supermarts Ltd. 2.74%
Bata India Ltd. 2.61%
ABB India Ltd. 2.59%
Indian Hotels Co. Ltd. 2.36%

The Axis Midcap Fund has primarily invested in the following sectors

Sector Percentage of Portfolio
Financial 15.43%
Services 11.92%
Materials 8.85%
Technology 8.52%
Chemicals 8.11%
Consumer Discretionary 7.33%
Automobile 7.24%
Capital Goods 7.15%
Healthcare 4.92%
Textiles 2.49%
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