AX
Axis Midcap Fund Direct Growth
Latest NAV
+4.61% 1Y
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Benchmark: BSE Midcap 150 TRI
Expense ratio
0.82%
AUM
₹35,425 Cr
Min SIP
₹100
Min lump sum
₹100
1Y
+4.61%
3Y (ann.)
+15.11%
5Y (ann.)
+12.35%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹136.74
52-week range
at 65%
₹136.74
Low 23 Mar 2026₹119.92
High 31 Aug 2026₹145.91
Risk level
Very High
Low
Very high
NAV history
02 Jan 2013
Since inception
01 Oct 2026
Returns by period
1W
-3.27%
1M
-5.34%
3M
-2.27%
6M
+12.02%
1Y
+4.61%
3Y
+15.11%
5Y
+12.35%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹100
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 91.47%
Cash & other 17.40%
Sector split
Country split
Top 5 hold 15.7%
Top 10 hold 26.2%
90 equity holdings
Equity holdings
(top 30)
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Federal Bank
INE171A01029 |
Financial Services Banks - Regional |
India |
3.83%
|
+15.97% |
| 2 | Fortis Healthcare
INE061F01013 |
Healthcare Medical Care Facilities |
India |
3.54%
|
+11.88% |
| 3 | MCX
INE745G01043 |
Financial Services Financial Data & Stock Exchanges |
India |
3.04%
|
+24.77% |
| 4 | GE Vernova T&D
INE200A01026 |
Industrials Specialty Industrial Machinery |
India |
2.90%
|
+51.16% |
| 5 | BSE
INE118H01025 |
Financial Services Financial Data & Stock Exchanges |
India |
2.39%
|
+47.72% |
| 6 | Schaeffler India
INE513A01022 |
Consumer Cyclical Auto Parts |
India |
2.22%
|
+0.42% |
| 7 | Cummins
INE298A01020 |
Industrials Specialty Industrial Machinery |
India |
2.11%
|
+25.77% |
| 8 | Apar Industries
INE372A01015 |
Industrials Electrical Equipment & Parts |
India |
2.09%
|
+73.90% |
| 9 | Solar Industries
INE343H01029 |
Basic Materials Specialty Chemicals |
India |
2.07%
|
+39.90% |
| 10 | Indian Hotels Company
INE053A01029 |
Consumer Cyclical Lodging |
India |
2.06%
|
-11.25% |
About this scheme
To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Fund manager(s): Shreyash Devalkar, Nitin Arora, Krishnaa N
Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹100
SIP
Purchase
Switch
STP
SWP
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