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mutual funds
axis midcap fund growth
Axis Midcap Fund Growth

Axis Midcap Fund Growth

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Aug 6, 2025
i
Price per unit of the scheme.
₹ 111.8200-0.97%1 Day Change
-1.47%
Minimum Investment₹500
Expense Ratio1.61%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Axis Midcap Fund Growth
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Axis Midcap Fund Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    S&P BSE Midcap 150 TR INR
    Expense Ratio
    1.61%
    Category Avg Expense Ratio
    0.75%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 32,068.52 Cr(As on Jun, 2025)
    Inception Date
    Feb 18, 2011
    Turnover
    24.00 %
    Exit Load
    1% if redeemed within 1 year from date of allotment.

    bt_logoABOUT THE FUND

    Objective: To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

    Axis Midcap Fund Growth is an Equity - Mid-Cap fund. The fund was launched inFeb 18, 2011. Its risk level is . The NAV of the fund as onAug 06, 2025 is ₹111.82. Its expense ratio is 1.61 %. The fund has an AUM of ₹32,068.52 Cr.The fund is managed byShreyash Devalkar,Vinayak Jayanath,Nitin Arora,Krishnaa N.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Shreyash Devalkar
    Shreyash Devalkar
    i
    Lead Fund Manager.
    Nov 23, 2016 - Present
    • Fund Manager Rank16Out of 26
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed14
    • Total AUM₹ 1,82,068.82 Cr
    • Highest Return In 1 Yr8.68 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Multicap Fund Direct Growth
    --
    ₹ 18.36
    -1.59%
    -2.54%
    Very High Risk
    ₹8,272.23Cr
    Axis Flexi Cap Fund Direct Growth
    ₹ 29.30
    -1.14%
    -2.28%
    Very High Risk
    ₹13,316.50Cr
    Axis Bluechip Fund Direct Plan Growth
    ₹ 68.56
    -2.42%
    -2.79%
    Very High Risk
    ₹34,373.88Cr
    Axis Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.36
    • Fund Size₹8,272.23Cr
    Fund Return-1.59%
    Category Return-2.54%
    Axis Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 29.30
    • Fund Size₹13,316.50Cr
    Fund Return-1.14%
    Category Return-2.28%
    Axis Bluechip Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 68.56
    • Fund Size₹34,373.88Cr
    Fund Return-2.42%
    Category Return-2.79%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vinayak Jayanath
    Vinayak Jayanath
    i
    Lead Fund Manager.
    Jan 17, 2023 - Present
    • Schemes managed19
    • Total AUM₹ 1,44,484.69 Cr
    • Highest Return In 1 Yr42.17 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Global Innovation Fund of Fund Direct Growth
    --
    ₹ 15.60
    4.35%
    -%
    Very High Risk
    ₹544.77Cr
    Axis Business Cycles Fund Direct Growth
    --
    ₹ 16.88
    -0.88%
    -%
    Very High Risk
    ₹2,446.11Cr
    Axis Growth Opportunities Fund Direct Growth
    ₹ 35.72
    -1.35%
    -2.60%
    Very High Risk
    ₹14,954.28Cr
    Axis Global Innovation Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.60
    • Fund Size₹544.77Cr
    Fund Return4.35%
    Category Return--
    Axis Business Cycles Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.88
    • Fund Size₹2,446.11Cr
    Fund Return-0.88%
    Category Return--
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 35.72
    • Fund Size₹14,954.28Cr
    Fund Return-1.35%
    Category Return-2.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Nitin Arora
    Nitin Arora
    i
    Lead Fund Manager.
    Aug 3, 2023 - Present
    • Schemes managed6
    • Total AUM₹ 42,539.46 Cr
    • Highest Return In 1 Yr7.86 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Retirement Savings Fund - Conservative Plan Direct Growth
    --
    ₹ 17.25
    -1.13%
    -%
    High Risk
    ₹59.79Cr
    Axis Retirement Savings Fund - Aggressive Plan Direct Growth
    --
    ₹ 19.84
    -2.44%
    -%
    Very High Risk
    ₹815.81Cr
    Axis Multicap Fund Direct Growth
    --
    ₹ 18.36
    -1.59%
    -2.54%
    Very High Risk
    ₹8,272.23Cr
    Axis Retirement Savings Fund - Conservative Plan Direct Growth
    High Risk--
    • NAV₹ 17.25
    • Fund Size₹59.79Cr
    Fund Return-1.13%
    Category Return--
    Axis Retirement Savings Fund - Aggressive Plan Direct Growth
    Very High Risk--
    • NAV₹ 19.84
    • Fund Size₹815.81Cr
    Fund Return-2.44%
    Category Return--
    Axis Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.36
    • Fund Size₹8,272.23Cr
    Fund Return-1.59%
    Category Return-2.54%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Krishnaa N
    Krishnaa N
    i
    Lead Fund Manager.
    Mar 1, 2024 - Present
    • Schemes managed22
    • Total AUM₹ 1,47,916.66 Cr
    • Highest Return In 1 Yr42.17 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Growth Opportunities Fund Direct Growth
    ₹ 35.72
    -1.35%
    -2.60%
    Very High Risk
    ₹14,954.28Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 22.43
    -2.59%
    -3.20%
    Very High Risk
    ₹1,272.51Cr
    Axis Midcap Fund Direct Plan Growth
    ₹ 130.04
    -1.38%
    -2.48%
    Very High Risk
    ₹32,068.52Cr
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 35.72
    • Fund Size₹14,954.28Cr
    Fund Return-1.35%
    Category Return-2.60%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 22.43
    • Fund Size₹1,272.51Cr
    Fund Return-2.59%
    Category Return-3.20%
    Axis Midcap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 130.04
    • Fund Size₹32,068.52Cr
    Fund Return-1.38%
    Category Return-2.48%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (96.58%)
    DEBT (-%)
    CASH (3.42%)
    Allocation by Market Cap
    Large Cap(14.30%)
    Mid Cap(74.84%)
    Small Cap(6.31%)
    Industry Holdings
    • Auto Parts7.80%
    • Information Technology Services6.71%
    • Drug Manufacturers Specialty Generic6.49%
    • Credit Services5.47%
    • Agricultural Inputs5.37%
    • Medical Care5.30%
    Stock Holdings
    • Fortis Healthcare Ltd3.29%
    • Coromandel International Ltd3.04%
    • Persistent Systems Ltd2.64%
    • Indian Hotels Co Ltd2.58%
    • Bharti Hexacom Ltd2.50%
    • Solar Industries India Ltd2.50%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -1.80
      This Fund
      VS
      -0.42
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      84.20
      This Fund
      VS
      89.75
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.81
      This Fund
      VS
      0.91
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.86
      This Fund
      VS
      0.99
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.35
      This Fund
      VS
      1.63
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      14.25
      This Fund
      VS
      15.60
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Axis Asset Management Company Limited
    Axis Asset Management Company Limited manages assets worth ₹ 3,43,054.18 crores. It’s current offering of mutual fund schemes includes 33 equity, 30 debt and 12 hybrid schemes.
    phone icon
    Phone
    +91 22 43255161
    mail icon
    Email
    customerservice@axismf.com
    aum
    AUM
    ₹ 3,43,054.18 Cr (
    As on Jun 30, 2025
    )
    location
    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai,400 025

    bt_logoFAQ's

    What is the category of Axis Midcap Fund Growth ?
    The category of Axis Midcap Fund Growth is Equity - Mid-Cap
    What is the current NAV of Axis Midcap Fund Growth ?
    The current NAV of Axis Midcap Fund Growth as on Aug 06, 2025 is ₹111.82
    How safe is Axis Midcap Fund Growth ?
    The risk level of Axis Midcap Fund Growth is Very High.
    What are short term returns given by Axis Midcap Fund Growth ?
    The return given by Axis Midcap Fund Growth in 1 month is -1.47%, 3 months is 7.80%, 6 months is 8.18%, and 1 year is 6.15%
    What are the long term returns given by Axis Midcap Fund Growth ?
    The return given by Axis Midcap Fund Growth in 3 years is 18.73% and 5 years is 23.14%.
    What is the expense ratio of Axis Midcap Fund Growth ?
    The expense ratio of Axis Midcap Fund Growth is 1.61%
    What is the AUM of Axis Midcap Fund Growth ?
    The assets under Management (AUM) of Axis Midcap Fund Growth is Rs 32,068.52 crores.
    What is the minimum investment in Axis Midcap Fund Growth ?
    The minimum Lumpsum investment in Axis Midcap Fund Growth is ₹500.00 and the minimum SIP investment in Axis Midcap Fund Growth is ₹100.00
    What is the asset allocation of Axis Midcap Fund Growth?
    Axis Midcap Fund Growth has an exposure of 96.58% in Equity and 3.42% in Cash & Money Market Securities

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