Money Lancer
Equity: Mid Cap
Axis Mutual Fund
Axis Mutual Fund · Equity: Mid Cap

Axis Midcap Fund - Regular Plan - Growth

The scheme aims to generate long term capital growth by investing predominantly in equity and equity related securities of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

EquityBenchmark · BSE 150 MidCap TRITER · 1.75%Inception · 06-02-2011
NAV
122.01
-0.23% · as of 11-09-2026
Since inception
17.43%
CAGR
Benchmark (inception)
17.03%
CAGR
Fund size
₹35,184 Cr
AUM
Expense ratio
1.75%
30-08-2026
Performance

Returns vs benchmark & category

Since inception: +17.43% CAGR vs benchmark +17.03%.

Portfolio

Where the money is invested

Top holdings

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.25%
FORTIS HEALTHCARE LIMITED. EQ3.55%
GE T&D INDIA LIMITED EQ NEW RS. 2/-2.69%
APAR INDUSTRIES LIMITED EQ2.43%
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/-2.18%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-2.06%
THE PHOENIX MILLS LIMITED EQ NEW RS.2/-2.06%
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/-2.02%
IPCA LABORATORIES LIMITED EQ NEW FV RE .1/-2.02%
CUMMINS INDIA LIMITED EQ FV RS.21.97%

Sector allocation

Financial Services17.50%
Capital Goods15.53%
Automobile and Auto Components11.39%
Healthcare9.99%
Consumer Services8.43%
Chemicals6.31%
Realty2.58%
Information Technology2.45%
Fast Moving Consumer Goods2.31%
Consumer Durables2.07%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 17.4% p.a.
₹10,000
10 years
Projected value
₹32,43,172
Invested: ₹12,00,000
Gained: ₹20,43,172
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Shreyash Devalkar, Mr. Nitin Arora, Ms. Krishnaa N
Manager since fund inception data not available
ISIN & identifiers
AMFI code
114564
ISIN (Growth)
INF846K01859
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Mid Cap funds

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