AXIS Midcap Fund - Direct (G)

Mid Cap Fund

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NAV
122.07(1.61%)
Fund Size (CR)
₹31,977.12
Expense Ratio
0.55
Scheme Type
Active Fund
Value Research
-

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹10
Minimum Withdrawal
₹1,000
Exit Load
0%
Return Since Launch
17.95%

Absolute Return: -8.40%

Annualized Return: 0%

Basic Details

Scheme Manager

Shreyash Devalkar

Bench Mark

BSE Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	March 25, 2026	9743.00	-2.57%	-	-2.27%	90/131
1 Month	February 28, 2026	9163.04	-8.37%	-	-8.46%	44/129
3 Month	January 1, 2026	9223.27	-7.77%	-	-10.10%	18/127
6 Month	October 1, 2025	9338.28	-6.62%	-	-7.40%	55/127
1 Year	April 1, 2025	10526.00	5.26%	5.26%	4.33%	70/123
3 Year	March 31, 2023	16721.92	67.22%	18.66%	19.65%	80/119
5 Year	April 1, 2021	20070.70	100.71%	14.94%	16.48%	72/103
Since Inception	January 1, 2013	89167.28	791.67%	17.95%	15.59%	46/131

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	April 1, 2025	1,30,000	123577.23	-4.94%	-4.94%
3 Year	April 3, 2023	3,70,000	411216.39	11.14%	3.58%
5 Year	April 1, 2021	6,10,000	813429.53	33.35%	5.92%
10 Year	April 1, 2016	12,10,000	2882079.57	138.19%	9.07%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

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Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.08%

Standard Deviation

0.99%

Beta

1.10%

Sharpe Ratio

0.07%

Treynor's Ratio

9.46%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Federal Bank	3.98%	42439122	1272.54	Equity	Banks
Fortis Health.	3.85%	13060764	1231.17	Equity	Healthcare
Multi Comm. Exc.	2.73%	3569065	872.03	Equity	Financial Services
GE Vernova T&D	2.39%	1982807	763.42	Equity	Capital Goods - Electrical Equipment
Schaeffler India	2.30%	1686972	735.05	Equity	Bearings
Indian Hotels Co	2.26%	10812201	721.23	Equity	Hotels & Restaurants
Phoenix Mills	1.92%	3700614	613.78	Equity	Realty
Coromandel Inter	1.87%	2692866	597.82	Equity	Fertilizers
TVS Motor Co.	1.81%	1498641	579.93	Equity	Automobile
Cummins India	1.80%	1176328	576.20	Equity	Capital Goods-Non Electrical Equipment

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
AXIS Midcap Fund - Direct (G)	31977.12	-8.37%	-7.77%	-6.62%	5.26%	18.66%
HSBC Midcap Fund - Direct (IDCW)	12447.70	-7.26%	-7.04%	-4.20%	12.81%	23.81%
HSBC Midcap Fund - Direct (G)	12447.70	-7.26%	-7.04%	-4.20%	12.80%	23.80%
ICICI Pru MidCap Fund - Direct (G)	7280.38	-10.01%	-8.49%	-1.15%	12.01%	23.28%
ICICI Pru MidCap Fund - Direct (IDCW)	7280.38	-10.02%	-8.50%	-1.16%	11.99%	23.27%
WhiteOak Capital Mid Cap Fund - Direct (G)	4694.85	-7.16%	-9.60%	-5.10%	10.39%	25.39%

List of Schemes under Axis Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
AXIS Banking & PSU Debt Fund	Debt	Moderate	5.84%	4	₹12,717.51
AXIS Gilt Fund	Debt	Moderate	1.62%	4	₹595.80
AXIS Dynamic Bond Fund	Debt	Moderate	4.68%	3	₹1,102.10
AXIS Gold Fund	Other	High	61.06%	4	₹2,998.08
AXIS Liquid Fund	Debt	Moderately Low	6.28%	5	₹42,623.44
AXIS ELSS Tax Saver Fund	Equity	Very High	-2.36%	1	₹33,185.50
AXIS Midcap Fund	Equity	Very High	5.26%	2	₹31,977.12
AXIS Short Duration Fund	Debt	Moderate	6.7%	4	₹10,900.02
AXIS Treasury Advantage Fund	Debt	Moderately Low	6.91%	3	₹5,869.10
AXIS Multi Asset Allocation Fund	Hybrid	Very High	12.69%	1	₹2,175.19
AXIS Large Cap Fund	Equity	Very High	-2.44%	1	₹32,436.77
AXIS Focused Fund	Equity	Very High	-4.56%	1	₹11,305.13
AXIS Strategic Bond Fund	Debt	Moderately High	6.99%	4	₹2,110.22
AXIS Conservative Hybrid Fund	Hybrid	Moderately High	2.11%	2	₹224.96
AXIS Small Cap Fund	Equity	Very High	1.21%	3	₹26,007.72
AXIS Credit Risk Fund	Debt	Moderately High	8.43%	4	₹351.98
AXIS Arbitrage Fund	Hybrid	Low	6.79%	4	₹9,211.96
AXIS Equity Savings Fund	Hybrid	Moderately High	3.88%	2	₹901.88
AXIS Children's Fund - Lock in	Solution Oriented	Very High	0.69%	1	₹905.65
AXIS Children's Fund - Lock in	Solution Oriented	Very High	0.71%	1	₹905.65
AXIS Corporate Bond Fund	Debt	Moderate	6.41%	5	₹8,498.75
AXIS Balanced Advantage Fund	Hybrid	Very High	2.48%	3	₹3,799.23
AXIS Flexi Cap Fund	Equity	Very High	0.08%	2	₹12,871.40
AXIS Aggressive Hybrid Fund	Hybrid	Very High	1.39%	1	₹1,505.41
AXIS Ultra Short Duration Fund	Debt	Moderately Low	6.87%	3	₹4,588.81
AXIS Large & Mid Cap Fund	Equity	Very High	3.86%	3	₹15,559.49
AXIS Overnight Fund	Debt	Low	5.52%	5	₹12,865.63
AXIS Money Market Fund	Debt	Moderately Low	6.8%	5	₹21,333.35
AXIS Nifty 100 Index Fund	Other	Very High	-1%	2	₹1,983.85
AXIS Retirement Fund - AP	Solution Oriented	Very High	-1.49%	1	₹728.34
AXIS Retirement Fund - DP	Solution Oriented	Very High	-2.21%	2	₹292.99
AXIS Retirement Fund - CP	Solution Oriented	High	0.12%	1	₹48.10
AXIS Income Plus Arbitrage Active FOF	Other	Moderately High	6.5%	0	₹2,048.31
AXIS ESG Integration Strategy Fund	Equity	Very High	-2.73%	0	₹1,133.18
AXIS Global Equity Alpha Fund of Fund	Other	Very High	28.86%	0	₹1,894.93
AXIS Innovation Fund	Equity	Very High	4.82%	0	₹1,120.92
Axis Greater China Equity Fund Of Fund	Other	Very High	40.58%	0	₹2,910.75
AXIS Global Innovation Fund of Fund	Other	Very High	27.54%	0	₹676.15
AXIS Quant Fund	Equity	Very High	-0.33%	0	₹882.44
AXIS Floater Fund	Debt	Moderately Low	5.05%	1	₹150.76
AXIS Value Fund	Equity	Very High	5.1%	4	₹1,445.45
AXIS Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF	Other	Moderate	6.13%	0	₹176.19
AXIS Nifty 50 Index Fund	Other	Very High	-1.12%	3	₹849.72
AXIS Multicap Fund	Equity	Very High	2.63%	4	₹9,361.08
AXIS Nifty Next 50 Index Fund	Other	Very High	0.03%	2	₹439.91
AXIS Multi Factor Passive FoF	Other	Very High	4.44%	2	₹36.87
AXIS Crisil IBX SDL May 2027 Index Fund	Other	Moderate	7.18%	0	₹1,994.45
AXIS Nifty Smallcap 50 Index Fund	Other	Very High	0.45%	3	₹538.00
AXIS Nifty Midcap 50 Index Fund	Other	Very High	6.36%	3	₹608.48
AXIS Silver Fund of Fund	Other	Moderately High	127.28%	0	₹1,253.35
AXIS NASDAQ 100 US Specific Equity Passive FOF	Other	Very High	36.57%	0	₹186.97
AXIS Nifty SDL September 2026 Debt Index Fund	Other	Moderately Low	6.81%	0	₹68.52
AXIS Long Duration Fund	Debt	Moderate	-2.47%	0	₹261.36
AXIS CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund	Other	Moderate	6.64%	0	₹67.64
AXIS Business Cycles Fund	Equity	Very High	0.59%	0	₹2,145.11
AXIS CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund	Other	Moderate	7.08%	0	₹35.46
AXIS Nifty IT Index Fund	Other	Very High	-15.85%	0	₹118.59
AXIS India Manufacturing Fund	Equity	Very High	9.45%	0	₹5,175.61
Axis US Specific Treasury Dynamic Debt Passive FOF	Other	Very High	14.41%	0	₹38.07
AXIS BSE Sensex Index Fund	Other	Very High	-2.65%	0	₹49.18
AXIS Nifty Bank Index Fund	Other	Very High	1.78%	0	₹149.93
AXIS Nifty 500 Index Fund	Other	Very High	0.03%	0	₹301.97
AXIS Consumption Fund	Equity	Very High	-3.77%	0	₹3,091.55
AXIS CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund	Other	Moderate	7.33%	0	₹1,638.68
AXIS Nifty500 Value 50 Index Fund	Other	Very High	15.93%	0	₹145.27
AXIS CRISIL-IBX AAA Bond Financial Services-Sep 2027 Index Fund	Other	Moderate	7.06%	0	₹20.28
AXIS Momentum Fund	Equity	Very High	1.82%	0	₹1,070.90
AXIS CRISIL-IBX AAA Bond NBFC-HFC-Jun 2027 Index Fund	Other	Moderate	7.28%	0	₹51.65
AXIS Nifty500 Momentum 50 Index Fund	Other	Very High	0.43%	0	₹127.11
Axis Services Opportunities Fund	Equity	Very High	0%	0	₹1,678.01
Axis Nifty500 Quality 50 Index Fund	Other	Very High	0%	0	₹71.36
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund	Other	Moderately Low	0%	0	₹244.46
Axis Income Plus Arbitrage Passive FOF	Other	Moderately Low	0%	0	₹110.25
Axis Multi-Asset Active FoF	Other	Very High	0%	0	₹1,432.92
Axis Gold and Silver Passive FoF	Other	Very High	0%	0	₹578.42
Axis BSE India Sector Leaders Index Fund	Other	Very High	0%	0	₹37.68

News

Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Merger into Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Axis Mutual Fund has approved the merger of Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Merger into Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund, with effect from 30 April 2026.
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Axis Mutual Fund announces change in fund manager under its scheme
Axis Mutual Fund has announced change in fund manager under the following scheme, With effect from 01 April 2026.
Change in Fund Management Responsibilities

Scheme Name Current Fund Manager(s) Proposed Fund Manager(s) (w.e.f. April 01, 2026)

Axis Multi Factor Passive FOF Mr. Karthik Kumar Mr. Nandik Malik and
Mr. Rohit Gautam

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Scheme Name	Current Fund Manager(s)	Proposed Fund Manager(s) (w.e.f. April 01, 2026)
Axis Multi Factor Passive FOF	Mr. Karthik Kumar	Mr. Nandik Malik and Mr. Rohit Gautam

AXIS Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF Merger into AXIS CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Axis Mutual Fund has approved the merger of AXIS Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF Merger into AXIS CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund, with effect from 30 April 2026.
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Fund House Details & Investment Objective

Date of Incorporation

January 1, 2013

Total AUM (Cr)

₹31977.12

AXIS Midcap Fund - Direct (G) is an Mid Cap Fund-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in January 1, 2013, this fund is managed by Shreyash Devalkar. With assets under management (AUM) worth ₹31,977.12 (Cr), as of April 1, 2026, AXIS Midcap Fund - Direct (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 17.95% since its launch.
The current NAV of AXIS Midcap Fund - Direct (G) is ₹122.07, as on April 1, 2026. The fund's benchmark index is BSE Midcap 150 TRI. You can invest in AXIS Midcap Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹10 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 18.66% and 14.94% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 88.39% in Equity, 10.50% in Debt and 1.07% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 12.49% in Debt, 7.69% in Auto Components, 7.54% in Electrical Equipments, 6.72% in Banks, 5.81% in Pharmaceuticals & Biotech

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