Axis Midcap Fund - Regular Plan - Growth
Axis Mutual Fund · AMFI Code 114564
Returns Trail
Trailing returns. ≥1Y figures are annualised (CAGR).
| Period | 1D | 5D | 1M | 3M | 6M | 1Y | 3YCAGR | 5YCAGR | 10YCAGR |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.02% | -2.57% | -0.31% | +3.51% | +2.21% | +4.00% | +17.01% | +14.28% | +16.71% |
| Category Median | -0.30% | -2.46% | -0.01% | +4.08% | +1.27% | +5.04% | +18.05% | +15.48% | +14.19% |
Past performance does not guarantee future returns. Returns are net of expenses but do not account for taxes or exit loads. Mutual fund investments are subject to market risks.
NAV History
Daily NAV from AMFI. Use the range buttons to zoom in.
NAV data sourced from AMFI via the public MFAPI feed. Axis Midcap Fund - Regular Plan - Growth · AMFI 114564.
Calendar-Year Returns
Year-by-year performance (Jan – Dec, absolute, not annualised).
Portfolio Allocation
Asset Mix
- Equity89.7%
- Debt0.9%
- Cash & Equivalents3.7%
Market-Cap Split
- Large Cap22.1%
- Mid Cap61.7%
- Small Cap5.7%
Concentration
- Top 3 holdings18.3%
- Top 5 holdings25.3%
- Top 10 holdings36.3%
- Top 20 holdings53.6%
- Total holdings: 197
Risk Profile
Risk-adjusted return — excess return per unit of total volatility. Higher is better.
Like Sharpe, but penalises only downside volatility. Higher is better.
Annualised standard deviation of daily returns. Lower means a smoother ride.
Largest peak-to-trough loss over the period. A measure of worst-case downside.
Fund Manager
Manager-level attribution is being added shortly. In the meantime, this scheme is run by the Axis Mutual Fund investment team under their stated investment process and benchmark.
Scheme Information
- AMFI Code
- 114564
- Scheme Name
- Axis Midcap Fund - Regular Plan - Growth
- AMC
- Axis Mutual Fund
- Category (AMFI)
- Mid Cap
- Sub-category
- Mid Cap Fund
- External Category
- Mid Cap Fund
- Launch Date
- 18 Feb 2011
- TER
- 1.57%
- Riskometer
- Very High
- Benchmark
- —
- Exit Load
- —
- ISIN
- —
Peers in Mid Cap Fund
Top 8 schemes by AUM. Current fund highlighted in brand colour.
| Scheme | AUM | 1Y | 3Y CAGR | Sharpe | TER |
|---|---|---|---|---|---|
Axis Midcap Fund - Regular Plan - GrowthThis Fund Axis Mutual Fund | ₹32.3K Cr | +4.00% | +17.01% | 0.69 | 1.57% |
HDFC Mid Cap Fund - Growth Plan HDFC Mutual Fund | ₹94.7K Cr | +4.91% | +21.14% | 0.60 | 1.30% |
Kotak Midcap Fund - Regular Plan - Growth Kotak Mahindra Mutual Fund | ₹63.5K Cr | +6.53% | +19.68% | 0.46 | 1.45% |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Nippon India Mutual Fund | ₹45.8K Cr | +6.53% | +22.68% | 0.73 | 1.54% |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Mutual Fund | ₹35.7K Cr | -9.23% | +16.89% | 0.71 | 1.61% |
SBI MIDCAP FUND - REGULAR PLAN - GROWTH SBI Mutual Fund | ₹23.2K Cr | -0.19% | +13.04% | 0.50 | 1.62% |
DSP Midcap Fund - Regular Plan - Growth DSP Mutual Fund | ₹19.5K Cr | +3.04% | +17.45% | 0.46 | 1.65% |
Mirae Asset Midcap Fund - Regular Plan-Growth Option Mirae Asset Mutual Fund | ₹18.4K Cr | +8.31% | +19.09% | 0.77 | 2.27% |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mutual Fund | ₹15.9K Cr | +6.01% | +22.76% | 0.39 | 1.80% |
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Disclaimer: The information on this page is for educational and research purposes only and does NOT constitute investment advice as defined under SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor (ARN-286886) and recommends Regular plans only. Fund data is sourced from AMFI / MFAPI and refreshed periodically; verify with the AMC before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. · AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor | ARN-286886 · Investors are advised to deal only with SEBI Registered Mutual Fund Distributors. Please verify the registration status at www.amfiindia.com.