Axis Midcap Fund - Regular Plan - IDCW
Category: Equity: Mid Cap
Launch Date: 18-02-2011
AUM:
34,199.5 Cr
Expense Ratio
1.73%
Benchmark
BSE 150 MidCap TRI
ISIN
INF846K01867
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Shreyash Devalkar, Mr. Nitin Arora, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Midcap Fund - Regular Plan - IDCW | 8.54 | 16.66 | 13.01 |
| Benchmark | - | - | - |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
41.79
Last change
-0.13 (-0.3111%)
Fund Size (AUM)
₹ 34,199.5 Cr
Performance
16.72% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
Mr. Shreyash Devalkar, Mr. Nitin Arora, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| NIFTY July 2026 Future | 6.48 |
| Clearing Corporation of India Ltd | 5.77 |
| Clearing Corporation of India Ltd | 5.68 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 4.25 |
| FORTIS HEALTHCARE LIMITED. EQ | 3.55 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.69 |
| APAR INDUSTRIES LIMITED EQ | 2.43 |
| 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 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 17.5 |
| Capital Goods | 15.53 |
| Automobile and Auto Components | 11.39 |
| Healthcare | 9.99 |
| Consumer Services | 8.43 |
| Chemicals | 6.31 |
| Realty | 2.58 |
| Information Technology | 2.45 |
| Fast Moving Consumer Goods | 2.31 |
| Consumer Durables | 2.07 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Midcap Reg IDCW | 13.01 |
| HSBC Midcap Fund Reg Gr | 18.74 |
| ICICI Pru Midcap Gr | 17.91 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| MahIndra Manulife Mid Cap Fund Reg Gr | 18.08 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| ITI Mid Cap Fund Reg Gr | 15.5 |
| Baroda BNP Paribas Mid Cap Fund Gr | 15.29 |
| Mirae Asset Midcap Reg | 15.76 |
| Union Midcap Reg Gr | 15.59 |