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Fund Overview
Fund Size
₹26,088 Cr
Expense Ratio
0.57%
ISIN
INF846K01EH3
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
About this fund
Axis Midcap Fund Direct Growth is a Mid-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹117.68, Assets Under Management (AUM) of 26087.92 Crores, and an expense ratio of 0.57%.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹117.68, Assets Under Management (AUM) of 26087.92 Crores, and an expense ratio of 0.57%.
- Axis Midcap Fund Direct Growth has given a CAGR return of 19.23% since inception.
- The fund's asset allocation comprises around 85.90% in equities, 0.00% in debts, and 14.10% in cash & cash equivalents.
- You can start investing in Axis Midcap Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+13.68%
+9.75% (Cat Avg.)
3 Years
+16.63%
+19.14% (Cat Avg.)
5 Years
+27.26%
+31.07% (Cat Avg.)
10 Years
+16.63%
+15.28% (Cat Avg.)
Since Inception
+19.23%
— (Cat Avg.)
Portfolio Summaryas of 28th February 2025
| Equity | ₹22,409.76 Cr | 85.90% |
| Others | ₹3,678.16 Cr | 14.10% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹3,445.38 Cr | 13.21% |
| Indian Hotels Co Ltd | Equity | ₹839.99 Cr | 3.22% |
| Fortis Healthcare Ltd | Equity | ₹814.85 Cr | 3.12% |
| Persistent Systems Ltd | Equity | ₹796.15 Cr | 3.05% |
| Coromandel International Ltd | Equity | ₹649.02 Cr | 2.49% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹560.33 Cr | 2.15% |
| Lupin Ltd | Equity | ₹555.63 Cr | 2.13% |
| Bharti Hexacom Ltd | Equity | ₹536.27 Cr | 2.06% |
| JK Cement Ltd | Equity | ₹535.2 Cr | 2.05% |
| The Federal Bank Ltd | Equity | ₹514.4 Cr | 1.97% |
| Abbott India Ltd | Equity | ₹499.19 Cr | 1.91% |
| Dixon Technologies (India) Ltd | Equity | ₹455.97 Cr | 1.75% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹447.57 Cr | 1.72% |
| Bajaj Finance Ltd | Equity | ₹443.71 Cr | 1.70% |
| TVS Motor Co Ltd | Equity | ₹434.73 Cr | 1.67% |
| Solar Industries India Ltd | Equity | ₹428.68 Cr | 1.64% |
| UNO Minda Ltd | Equity | ₹421.85 Cr | 1.62% |
| Alkem Laboratories Ltd | Equity | ₹414.03 Cr | 1.59% |
| PI Industries Ltd | Equity | ₹404.23 Cr | 1.55% |
| Schaeffler India Ltd | Equity | ₹403.26 Cr | 1.55% |
| PB Fintech Ltd | Equity | ₹397.07 Cr | 1.52% |
| Premier Energies Ltd | Equity | ₹396.64 Cr | 1.52% |
| Phoenix Mills Ltd | Equity | ₹387.41 Cr | 1.49% |
| Trent Ltd | Equity | ₹363.75 Cr | 1.39% |
| Coforge Ltd | Equity | ₹361.63 Cr | 1.39% |
| Voltas Ltd | Equity | ₹345.11 Cr | 1.32% |
| Supreme Industries Ltd | Equity | ₹340.93 Cr | 1.31% |
| Blue Star Ltd | Equity | ₹320.25 Cr | 1.23% |
| Zomato Ltd | Equity | ₹315.1 Cr | 1.21% |
| Sona BLW Precision Forgings Ltd | Equity | ₹303.66 Cr | 1.16% |
| Torrent Power Ltd | Equity | ₹299.14 Cr | 1.15% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹294.36 Cr | 1.13% |
| Balkrishna Industries Ltd | Equity | ₹289.01 Cr | 1.11% |
| CG Power & Industrial Solutions Ltd | Equity | ₹285.2 Cr | 1.09% |
| GE Vernova T&D India Ltd | Equity | ₹264.34 Cr | 1.01% |
| Sundaram Finance Ltd | Equity | ₹238.07 Cr | 0.91% |
| Net Receivables / (Payables) | Cash | ₹232.78 Cr | 0.89% |
| Jubilant Foodworks Ltd | Equity | ₹228.08 Cr | 0.87% |
| Oracle Financial Services Software Ltd | Equity | ₹223.25 Cr | 0.86% |
| Ipca Laboratories Ltd | Equity | ₹218.14 Cr | 0.84% |
| Bharat Electronics Ltd | Equity | ₹212.37 Cr | 0.81% |
| ICICI Bank Ltd | Equity | ₹209.33 Cr | 0.80% |
| Mphasis Ltd | Equity | ₹208.55 Cr | 0.80% |
| REC Ltd | Equity | ₹207.21 Cr | 0.79% |
| Cummins India Ltd | Equity | ₹192.39 Cr | 0.74% |
| Page Industries Ltd | Equity | ₹181.48 Cr | 0.70% |
| Info Edge (India) Ltd | Equity | ₹176.36 Cr | 0.68% |
| Tech Mahindra Ltd | Equity | ₹174.11 Cr | 0.67% |
| Indian Bank | Equity | ₹170.79 Cr | 0.65% |
| Apar Industries Ltd | Equity | ₹167.96 Cr | 0.64% |
| K.P.R. Mill Ltd | Equity | ₹164.44 Cr | 0.63% |
| Multi Commodity Exchange of India Ltd | Equity | ₹162.37 Cr | 0.62% |
| Oberoi Realty Ltd | Equity | ₹158.58 Cr | 0.61% |
| Colgate-Palmolive (India) Ltd | Equity | ₹156.62 Cr | 0.60% |
| Zydus Lifesciences Ltd | Equity | ₹150.69 Cr | 0.58% |
| Astral Ltd | Equity | ₹149.81 Cr | 0.57% |
| Godrej Properties Ltd | Equity | ₹148.59 Cr | 0.57% |
| 3M India Ltd | Equity | ₹144.52 Cr | 0.55% |
| ZF Commercial Vehicle Control Systems India Ltd | Equity | ₹138.2 Cr | 0.53% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹132.02 Cr | 0.51% |
| Vishal Mega Mart Ltd | Equity | ₹131.99 Cr | 0.51% |
| HDFC Asset Management Co Ltd | Equity | ₹130.62 Cr | 0.50% |
| HDFC Life Insurance Co Ltd | Equity | ₹127.93 Cr | 0.49% |
| BSE Ltd | Equity | ₹127.63 Cr | 0.49% |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | ₹119.66 Cr | 0.46% |
| Prestige Estates Projects Ltd | Equity | ₹117.46 Cr | 0.45% |
| L&T Technology Services Ltd | Equity | ₹110.03 Cr | 0.42% |
| Fine Organic Industries Ltd Ordinary Shares | Equity | ₹107.8 Cr | 0.41% |
| Bharat Forge Ltd | Equity | ₹107.15 Cr | 0.41% |
| Hindustan Petroleum Corp Ltd | Equity | ₹104.76 Cr | 0.40% |
| Honeywell Automation India Ltd | Equity | ₹100.8 Cr | 0.39% |
| KEI Industries Ltd | Equity | ₹100.06 Cr | 0.38% |
| Hexaware Technologies Limited | Equity | ₹96.56 Cr | 0.37% |
| Suzlon Energy Ltd | Equity | ₹93.83 Cr | 0.36% |
| Grindwell Norton Ltd | Equity | ₹93.24 Cr | 0.36% |
| Mahindra & Mahindra Financial Services Ltd | Equity | ₹92.44 Cr | 0.35% |
| Jindal Steel & Power Ltd | Equity | ₹88.04 Cr | 0.34% |
| Jyoti CNC Automation Ltd | Equity | ₹87.79 Cr | 0.34% |
| Samvardhana Motherson International Ltd | Equity | ₹83.64 Cr | 0.32% |
| Linde India Ltd | Equity | ₹82.9 Cr | 0.32% |
| Endurance Technologies Ltd | Equity | ₹79.72 Cr | 0.31% |
| KPIT Technologies Ltd | Equity | ₹78.32 Cr | 0.30% |
| Granules India Ltd | Equity | ₹70.28 Cr | 0.27% |
| Tata Communications Ltd | Equity | ₹61.02 Cr | 0.23% |
| Container Corporation of India Ltd | Equity | ₹58.94 Cr | 0.23% |
| Premier Energies Limited-Locked In | Equity | ₹57.64 Cr | 0.22% |
| SRF Ltd | Equity | ₹57.51 Cr | 0.22% |
| Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹54.11 Cr | 0.21% |
| Ajanta Pharma Ltd | Equity | ₹53 Cr | 0.20% |
| Carborundum Universal Ltd | Equity | ₹44.86 Cr | 0.17% |
| Timken India Ltd | Equity | ₹39.64 Cr | 0.15% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹38.27 Cr | 0.15% |
| Shriram Finance Ltd | Equity | ₹31.86 Cr | 0.12% |
| Oil India Ltd | Equity | ₹30.15 Cr | 0.12% |
| Jindal Stainless Ltd | Equity | ₹20.77 Cr | 0.08% |
| Varun Beverages Ltd | Equity | ₹19.78 Cr | 0.08% |
| Brigade Enterprises Ltd | Equity | ₹19.27 Cr | 0.07% |
| SKF India Ltd | Equity | ₹17.97 Cr | 0.07% |
| Aarti Industries Ltd | Equity | ₹16.58 Cr | 0.06% |
| Craftsman Automation Ltd | Equity | ₹14.46 Cr | 0.06% |
| V-Guard Industries Ltd | Equity | ₹6.19 Cr | 0.02% |
| Motherson Sumi Wiring India Ltd | Equity | ₹2.17 Cr | 0.01% |
| Sundaram Fasteners Ltd | Equity | ₹0.35 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
15.44%
Mid Cap Stocks
65.43%
Small Cap Stocks
4.44%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹4,848.15 Cr | 18.58% |
| Financial Services | ₹3,708.11 Cr | 14.21% |
| Healthcare | ₹3,343.06 Cr | 12.81% |
| Industrials | ₹2,948.87 Cr | 11.30% |
| Technology | ₹2,804.64 Cr | 10.75% |
| Basic Materials | ₹2,387.32 Cr | 9.15% |
| Real Estate | ₹831.31 Cr | 3.19% |
| Communication Services | ₹773.65 Cr | 2.97% |
| Utilities | ₹299.14 Cr | 1.15% |
| Consumer Defensive | ₹176.4 Cr | 0.68% |
| Energy | ₹134.91 Cr | 0.52% |
Risk & Performance Ratios
Standard Deviation
This fund
15.49%
Cat. avg.
16.75%
Lower the better
Sharpe Ratio
This fund
0.54
Cat. avg.
0.67
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.07
Higher the better
Fund Managers
Additional Scheme Detailsas of 28th February 2025
ISIN INF846K01EH3 | Expense Ratio 0.57% | Exit Load 1.00% | Fund Size ₹26,088 Cr | Age 12 years 2 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark S&P BSE Midcap 150 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Bandhan Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1353.07 Cr | 10.2% |
| Bandhan Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹1353.07 Cr | 11.8% |
| Motilal Oswal Midcap Fund Regular Growth Very High Risk | 1.6% | 1.0% | ₹23703.68 Cr | 18.1% |
| HDFC NIFTY Midcap 150 ETF Very High Risk | 0.2% | - | ₹15.15 Cr | - |
| Mirae Asset Midcap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹13830.67 Cr | 5.3% |
| Mirae Asset Midcap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹13830.67 Cr | 6.4% |
| Axis Midcap Fund Regular Growth Very High Risk | 1.6% | 1.0% | ₹26087.92 Cr | 12.5% |
| Mahindra Manulife Mid Cap Fund Direct Growth Very High Risk | 0.5% | 1.0% | ₹3067.16 Cr | 12.7% |
| Mahindra Manulife Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3067.16 Cr | 11.1% |
| Tata Mid Cap Growth Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3954.92 Cr | 8.0% |
About the AMC
Axis Mutual Fund
Total AUM
₹3,16,417 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Other Funds by Axis Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Axis Midcap Fund Direct Growth?
The NAV of Axis Midcap Fund Direct Growth, as of 27-Mar-2025, is ₹117.68.
What are the returns of Axis Midcap Fund Direct Growth?
The fund has generated 13.68% over the last 1 year and 16.63% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Axis Midcap Fund Direct Growth?
The fund's allocation of assets is distributed as 85.90% in equities, 0.00% in bonds, and 14.10% in cash and cash equivalents.
Who manages the Axis Midcap Fund Direct Growth?
The fund managers responsible for Axis Midcap Fund Direct Growth are:-
- Shreyash Devalkar
- Nitin Arora
- Krishnaa N
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
NAV (27-Mar-25)
₹117.680.50%1D
Returns (Since Inception)
19.23%
Rated ★4.3+ on 
Fund Overview
Fund Size
₹26,088 Cr
Expense Ratio
0.57%
ISIN
INF846K01EH3
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
Risk Level
Your principal amount will be at Very High Risk
About this fund
Axis Midcap Fund Direct Growth is a Mid-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹117.68, Assets Under Management (AUM) of 26087.92 Crores, and an expense ratio of 0.57%.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹117.68, Assets Under Management (AUM) of 26087.92 Crores, and an expense ratio of 0.57%.
- Axis Midcap Fund Direct Growth has given a CAGR return of 19.23% since inception.
- The fund's asset allocation comprises around 85.90% in equities, 0.00% in debts, and 14.10% in cash & cash equivalents.
- You can start investing in Axis Midcap Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+13.68%
+9.75% (Cat Avg.)
3 Years
+16.63%
+19.14% (Cat Avg.)
5 Years
+27.26%
+31.07% (Cat Avg.)
10 Years
+16.63%
+15.28% (Cat Avg.)
Since Inception
+19.23%
— (Cat Avg.)
Portfolio Summaryas of 28th February 2025
| Equity | ₹22,409.76 Cr | 85.90% |
| Others | ₹3,678.16 Cr | 14.10% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹3,445.38 Cr | 13.21% |
| Indian Hotels Co Ltd | Equity | ₹839.99 Cr | 3.22% |
| Fortis Healthcare Ltd | Equity | ₹814.85 Cr | 3.12% |
| Persistent Systems Ltd | Equity | ₹796.15 Cr | 3.05% |
| Coromandel International Ltd | Equity | ₹649.02 Cr | 2.49% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹560.33 Cr | 2.15% |
| Lupin Ltd | Equity | ₹555.63 Cr | 2.13% |
| Bharti Hexacom Ltd | Equity | ₹536.27 Cr | 2.06% |
| JK Cement Ltd | Equity | ₹535.2 Cr | 2.05% |
| The Federal Bank Ltd | Equity | ₹514.4 Cr | 1.97% |
| Abbott India Ltd | Equity | ₹499.19 Cr | 1.91% |
| Dixon Technologies (India) Ltd | Equity | ₹455.97 Cr | 1.75% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹447.57 Cr | 1.72% |
| Bajaj Finance Ltd | Equity | ₹443.71 Cr | 1.70% |
| TVS Motor Co Ltd | Equity | ₹434.73 Cr | 1.67% |
| Solar Industries India Ltd | Equity | ₹428.68 Cr | 1.64% |
| UNO Minda Ltd | Equity | ₹421.85 Cr | 1.62% |
| Alkem Laboratories Ltd | Equity | ₹414.03 Cr | 1.59% |
| PI Industries Ltd | Equity | ₹404.23 Cr | 1.55% |
| Schaeffler India Ltd | Equity | ₹403.26 Cr | 1.55% |
| PB Fintech Ltd | Equity | ₹397.07 Cr | 1.52% |
| Premier Energies Ltd | Equity | ₹396.64 Cr | 1.52% |
| Phoenix Mills Ltd | Equity | ₹387.41 Cr | 1.49% |
| Trent Ltd | Equity | ₹363.75 Cr | 1.39% |
| Coforge Ltd | Equity | ₹361.63 Cr | 1.39% |
| Voltas Ltd | Equity | ₹345.11 Cr | 1.32% |
| Supreme Industries Ltd | Equity | ₹340.93 Cr | 1.31% |
| Blue Star Ltd | Equity | ₹320.25 Cr | 1.23% |
| Zomato Ltd | Equity | ₹315.1 Cr | 1.21% |
| Sona BLW Precision Forgings Ltd | Equity | ₹303.66 Cr | 1.16% |
| Torrent Power Ltd | Equity | ₹299.14 Cr | 1.15% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹294.36 Cr | 1.13% |
| Balkrishna Industries Ltd | Equity | ₹289.01 Cr | 1.11% |
| CG Power & Industrial Solutions Ltd | Equity | ₹285.2 Cr | 1.09% |
| GE Vernova T&D India Ltd | Equity | ₹264.34 Cr | 1.01% |
| Sundaram Finance Ltd | Equity | ₹238.07 Cr | 0.91% |
| Net Receivables / (Payables) | Cash | ₹232.78 Cr | 0.89% |
| Jubilant Foodworks Ltd | Equity | ₹228.08 Cr | 0.87% |
| Oracle Financial Services Software Ltd | Equity | ₹223.25 Cr | 0.86% |
| Ipca Laboratories Ltd | Equity | ₹218.14 Cr | 0.84% |
| Bharat Electronics Ltd | Equity | ₹212.37 Cr | 0.81% |
| ICICI Bank Ltd | Equity | ₹209.33 Cr | 0.80% |
| Mphasis Ltd | Equity | ₹208.55 Cr | 0.80% |
| REC Ltd | Equity | ₹207.21 Cr | 0.79% |
| Cummins India Ltd | Equity | ₹192.39 Cr | 0.74% |
| Page Industries Ltd | Equity | ₹181.48 Cr | 0.70% |
| Info Edge (India) Ltd | Equity | ₹176.36 Cr | 0.68% |
| Tech Mahindra Ltd | Equity | ₹174.11 Cr | 0.67% |
| Indian Bank | Equity | ₹170.79 Cr | 0.65% |
| Apar Industries Ltd | Equity | ₹167.96 Cr | 0.64% |
| K.P.R. Mill Ltd | Equity | ₹164.44 Cr | 0.63% |
| Multi Commodity Exchange of India Ltd | Equity | ₹162.37 Cr | 0.62% |
| Oberoi Realty Ltd | Equity | ₹158.58 Cr | 0.61% |
| Colgate-Palmolive (India) Ltd | Equity | ₹156.62 Cr | 0.60% |
| Zydus Lifesciences Ltd | Equity | ₹150.69 Cr | 0.58% |
| Astral Ltd | Equity | ₹149.81 Cr | 0.57% |
| Godrej Properties Ltd | Equity | ₹148.59 Cr | 0.57% |
| 3M India Ltd | Equity | ₹144.52 Cr | 0.55% |
| ZF Commercial Vehicle Control Systems India Ltd | Equity | ₹138.2 Cr | 0.53% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹132.02 Cr | 0.51% |
| Vishal Mega Mart Ltd | Equity | ₹131.99 Cr | 0.51% |
| HDFC Asset Management Co Ltd | Equity | ₹130.62 Cr | 0.50% |
| HDFC Life Insurance Co Ltd | Equity | ₹127.93 Cr | 0.49% |
| BSE Ltd | Equity | ₹127.63 Cr | 0.49% |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | ₹119.66 Cr | 0.46% |
| Prestige Estates Projects Ltd | Equity | ₹117.46 Cr | 0.45% |
| L&T Technology Services Ltd | Equity | ₹110.03 Cr | 0.42% |
| Fine Organic Industries Ltd Ordinary Shares | Equity | ₹107.8 Cr | 0.41% |
| Bharat Forge Ltd | Equity | ₹107.15 Cr | 0.41% |
| Hindustan Petroleum Corp Ltd | Equity | ₹104.76 Cr | 0.40% |
| Honeywell Automation India Ltd | Equity | ₹100.8 Cr | 0.39% |
| KEI Industries Ltd | Equity | ₹100.06 Cr | 0.38% |
| Hexaware Technologies Limited | Equity | ₹96.56 Cr | 0.37% |
| Suzlon Energy Ltd | Equity | ₹93.83 Cr | 0.36% |
| Grindwell Norton Ltd | Equity | ₹93.24 Cr | 0.36% |
| Mahindra & Mahindra Financial Services Ltd | Equity | ₹92.44 Cr | 0.35% |
| Jindal Steel & Power Ltd | Equity | ₹88.04 Cr | 0.34% |
| Jyoti CNC Automation Ltd | Equity | ₹87.79 Cr | 0.34% |
| Samvardhana Motherson International Ltd | Equity | ₹83.64 Cr | 0.32% |
| Linde India Ltd | Equity | ₹82.9 Cr | 0.32% |
| Endurance Technologies Ltd | Equity | ₹79.72 Cr | 0.31% |
| KPIT Technologies Ltd | Equity | ₹78.32 Cr | 0.30% |
| Granules India Ltd | Equity | ₹70.28 Cr | 0.27% |
| Tata Communications Ltd | Equity | ₹61.02 Cr | 0.23% |
| Container Corporation of India Ltd | Equity | ₹58.94 Cr | 0.23% |
| Premier Energies Limited-Locked In | Equity | ₹57.64 Cr | 0.22% |
| SRF Ltd | Equity | ₹57.51 Cr | 0.22% |
| Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹54.11 Cr | 0.21% |
| Ajanta Pharma Ltd | Equity | ₹53 Cr | 0.20% |
| Carborundum Universal Ltd | Equity | ₹44.86 Cr | 0.17% |
| Timken India Ltd | Equity | ₹39.64 Cr | 0.15% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹38.27 Cr | 0.15% |
| Shriram Finance Ltd | Equity | ₹31.86 Cr | 0.12% |
| Oil India Ltd | Equity | ₹30.15 Cr | 0.12% |
| Jindal Stainless Ltd | Equity | ₹20.77 Cr | 0.08% |
| Varun Beverages Ltd | Equity | ₹19.78 Cr | 0.08% |
| Brigade Enterprises Ltd | Equity | ₹19.27 Cr | 0.07% |
| SKF India Ltd | Equity | ₹17.97 Cr | 0.07% |
| Aarti Industries Ltd | Equity | ₹16.58 Cr | 0.06% |
| Craftsman Automation Ltd | Equity | ₹14.46 Cr | 0.06% |
| V-Guard Industries Ltd | Equity | ₹6.19 Cr | 0.02% |
| Motherson Sumi Wiring India Ltd | Equity | ₹2.17 Cr | 0.01% |
| Sundaram Fasteners Ltd | Equity | ₹0.35 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
15.44%
Mid Cap Stocks
65.43%
Small Cap Stocks
4.44%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹4,848.15 Cr | 18.58% |
| Financial Services | ₹3,708.11 Cr | 14.21% |
| Healthcare | ₹3,343.06 Cr | 12.81% |
| Industrials | ₹2,948.87 Cr | 11.30% |
| Technology | ₹2,804.64 Cr | 10.75% |
| Basic Materials | ₹2,387.32 Cr | 9.15% |
| Real Estate | ₹831.31 Cr | 3.19% |
| Communication Services | ₹773.65 Cr | 2.97% |
| Utilities | ₹299.14 Cr | 1.15% |
| Consumer Defensive | ₹176.4 Cr | 0.68% |
| Energy | ₹134.91 Cr | 0.52% |
Risk & Performance Ratios
Standard Deviation
This fund
15.49%
Cat. avg.
16.75%
Lower the better
Sharpe Ratio
This fund
0.54
Cat. avg.
0.67
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.07
Higher the better
Fund Managers
Additional Scheme Detailsas of 28th February 2025
ISIN INF846K01EH3 | Expense Ratio 0.57% | Exit Load 1.00% | Fund Size ₹26,088 Cr | Age 12 years 2 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark S&P BSE Midcap 150 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Bandhan Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1353.07 Cr | 10.2% |
| Bandhan Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹1353.07 Cr | 11.8% |
| Motilal Oswal Midcap Fund Regular Growth Very High Risk | 1.6% | 1.0% | ₹23703.68 Cr | 18.1% |
| HDFC NIFTY Midcap 150 ETF Very High Risk | 0.2% | - | ₹15.15 Cr | - |
| Mirae Asset Midcap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹13830.67 Cr | 5.3% |
| Mirae Asset Midcap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹13830.67 Cr | 6.4% |
| Axis Midcap Fund Regular Growth Very High Risk | 1.6% | 1.0% | ₹26087.92 Cr | 12.5% |
| Mahindra Manulife Mid Cap Fund Direct Growth Very High Risk | 0.5% | 1.0% | ₹3067.16 Cr | 12.7% |
| Mahindra Manulife Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3067.16 Cr | 11.1% |
| Tata Mid Cap Growth Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3954.92 Cr | 8.0% |
About the AMC
Axis Mutual Fund
Total AUM
₹3,16,417 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Other Funds by Axis Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Axis Midcap Fund Direct Growth?
The NAV of Axis Midcap Fund Direct Growth, as of 27-Mar-2025, is ₹117.68.
What are the returns of Axis Midcap Fund Direct Growth?
The fund has generated 13.68% over the last 1 year and 16.63% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Axis Midcap Fund Direct Growth?
The fund's allocation of assets is distributed as 85.90% in equities, 0.00% in bonds, and 14.10% in cash and cash equivalents.
Who manages the Axis Midcap Fund Direct Growth?
The fund managers responsible for Axis Midcap Fund Direct Growth are:-
- Shreyash Devalkar
- Nitin Arora
- Krishnaa N
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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