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Mid Capregulargrowth📊 BSE MIDCAP 150 TRI

Axis Midcap Fund - Regular Plan - Growth

Axis Mutual Fund

#15 of 29 (1Y)

₹116.2100

1.74 (-1.48%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹116.2100

1.74 (-1.48%)

29 May 2026

AMFI: 114564

Direct · Growth

₹₹136.2700

2.03 (-1.47%)

29 May 2026

AMFI: 120505

Regular · IDCW

₹₹39.6200

0.59 (-1.47%)

29 May 2026

AMFI: 114565

Direct · IDCW

₹₹52.8200

0.78 (-1.46%)

29 May 2026

AMFI: 120504

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+1.14%
1 Month+0.69%
3 Months+2.62%
6 Months+1.87%
1 Year+7.08%
3 Years (CAGR)+18.53%
5 Years (CAGR)+15.28%
10 Years (CAGR)+17.20%
Since Inception (Feb 2011)+17.47%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+7.75%
3 Year SIP+11.88%
5 Year SIP+14.01%
Since Inception (Feb 2011)+17.59%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹91,500

Invested

₹4,02,204

Value today

17.6%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹11,633

Value today

17.4%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹9,15,000

Withdrawn

₹76,10,590

Corpus left

+₹75,25,590 net gain — withdrew ₹9,15,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹69,79,306

Value today

+0.0%

vs lumpsum

STP beat direct lumpsum by 0.0% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,85,184

Value today

3.9×

Multiple

Staying invested through that crash turned ₹1L into ₹3,85,184 — a 3.9× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,58,538

Regular plan

₹1,47,064

Direct earns ₹11,474 more on a ₹60K investment1.91% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAxis Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹30,975 Cr
Expense Ratio1.56%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkBSE MIDCAP 150 TRI ✓
Launch Date24 Feb 2011
AMFI Code114564

Risk Metrics

Trailing 1 year, annualised

-0.23

Sharpe Ratio

-0.03

Alpha

0.36

Beta

-0.22

Sortino

15.83%

Std Dev

-18.00%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Fund Units1 holding · 1.1%
Security% NAV

Axis Money Market Fund - Direct Plan - Growth Option

INF846K01Q62

1.05%
Other49 holdings · 70.8%
Security% NAV

The Federal Bank Limited

INE171A01029

3.82%

Fortis Healthcare Limited

INE061F01013

3.43%

Multi Commodity Exchange of India Limited

INE745G01043

2.96%

GE Vernova T&D India Limited

INE200A01026

2.50%

Schaeffler India Limited

INE513A01022

2.25%

IPCA Laboratories Limited

INE571A01038

2.11%

The Indian Hotels Company Limited

INE053A01029

2.04%

Coromandel International Limited

INE169A01031

1.88%

The Phoenix Mills Limited

INE211B01039

1.87%

Cummins India Limited

INE298A01020

1.84%

BSE Limited

INE118H01025

1.76%

Premier Energies Limited

INE0BS701011

1.60%

Apar Industries Limited

INE372A01015

1.58%

JK Cement Limited

INE823G01014

1.56%

Solar Industries India Limited

INE343H01029

1.56%

UNO Minda Limited

INE405E01023

1.54%

TVS Motor Company Limited

INE494B01023

1.47%

Abbott India Limited

INE358A01014

1.46%

Bharat Forge Limited

INE465A01025

1.44%

Indian Bank

INE562A01011

1.41%

Hitachi Energy India Limited

INE07Y701011

1.40%

Bharti Hexacom Limited

INE343G01021

1.40%

Torrent Power Limited

INE813H01021

1.40%

Persistent Systems Limited

INE262H01021

1.38%

Vishal Mega Mart Limited

INE01EA01019

1.32%

Supreme Industries Limited

INE195A01028

1.32%

SRF Limited

INE647A01010

1.27%

Bharat Heavy Electricals Limited

INE257A01026

1.24%

Lupin Limited

INE326A01037

1.18%

Blue Star Limited

INE472A01039

1.16%

ICICI Lombard General Insurance Company Limited

INE765G01017

1.15%

Sona BLW Precision Forgings Limited

INE073K01018

1.14%

Bharat Electronics Limited

INE263A01024

1.05%

PB Fintech Limited

INE417T01026

1.05%

CG Power and Industrial Solutions Limited

INE067A01029

1.02%

Jindal Steel Limited

INE749A01030

1.01%

Ashok Leyland Limited

INE208A01029

0.99%

PI Industries Limited

INE603J01030

0.98%

Coforge Limited

INE591G01025

0.98%

AU Small Finance Bank Limited

INE949L01017

0.97%

Alkem Laboratories Limited

INE540L01014

0.95%

KEI Industries Limited

INE878B01027

0.90%

Hindustan Petroleum Corporation Limited

INE094A01015

0.82%

L&T Finance Limited

INE498L01015

0.79%

K.P.R. Mill Limited

INE930H01031

0.79%

Eternal Limited

INE758T01015

0.77%

Sundaram Finance Limited

INE660A01013

0.76%

Cholamandalam Financial Holdings Limited

INE149A01033

0.75%

Info Edge (India) Limited

INE663F01032

0.74%

Performance Comparison

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Investment Objective

Axis Midcap Fund - Regular Plan - Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.

About This Fund

Axis Midcap Fund - Regular Plan - Growth is a Mid Cap mutual fund offered by Axis Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹30,975 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE MIDCAP 150 TRI. The current expense ratio is 1.56%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations