Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹28,835 Cr

Lock In Period

N/A

Expense Ratio

1.58

Benchmark

BSE MidCap

Exit Load

If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: Nil. For remaining investments: 1%.If redeemed / switched - out after 12 months from the date of allotment: NiL.

Summary

Latest details for Axis Midcap Fund Growth include a ₹115.44 NAV as of Apr 22,2026 and returns since inception of 75.33%. Minimum investments start at SIP ₹100. The Axis Midcap Fund Growth AUM is ₹28,835 Cr, with a lock-in of N/A years, expense ratio of 1.58%, and benchmark BSE MidCap. Exit load is - If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: Nil. For remaining investments: 1%.If redeemed / switched - out after 12 months from the date of allotment: NiL.. In the growth review for 1M Month/Year, the fund recorded 8.98% returns, against a category average of 2.02% and a category best of 11.72%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.982.0211.72
6M0.271.8426.07
1Y11.206.0347.78
3Y20.5817.26142.86

Portfolio Analysis

  • Equity: 86.91%
  • Debt: 13.09%
  • Others
As on: 2026-03-31
View allocation % by

1. IPCA Laboratories Limited2.11%
2. Abbott India Limited1.46%
3. Lupin Limited1.18%
4. Alkem Laboratories Limited0.95%
5. JB Chemicals & Pharmaceuticals Limited0.71%
6. Glenmark Pharmaceuticals Limited0.54%
7. Mankind Pharma Limited0.36%
8. Anthem Biosciences Limited0.17%

1. The Federal Bank Limited3.82%
2. AU Small Finance Bank Limited0.97%
3. ICICI Bank Limited0.50%

1. Multi Commodity Exchange of India Limited2.96%
2. BSE Limited1.76%

1. Persistent Systems Limited1.38%
2. Coforge Limited0.98%
3. Mphasis Limited0.74%
4. Oracle Financial Services Software Limited0.44%
5. Billionbrains Garage Ventures Ltd0.25%
6. KPIT Technologies Limited0.09%

1. L&T Finance Limited0.79%
2. Sundaram Finance Limited0.76%
3. Bajaj Finance Limited0.71%
4. Cholamandalam Investment and Finance Company Ltd0.65%
5. Shriram Finance Limited0.54%

1. Fortis Healthcare Limited3.43%

1. The Indian Hotels Company Limited2.04%
2. Jubilant Foodworks Limited0.55%
3. ITC Hotels Limited0.44%

1. Premier Energies Limited1.60%
2. CG Power and Industrial Solutions Limited1.02%

1. Bharat Forge Limited1.44%
2. Sona BLW Precision Forgings Limited1.14%

1. GE Vernova T&D India Limited2.50%

1. The Phoenix Mills Limited1.87%
2. Prestige Estates Projects Limited0.45%

1. Schaeffler India Limited2.25%

1. Eternal Limited0.77%
2. Swiggy Limited0.69%
3. FSN E-Commerce Ventures Limited0.51%

1. Coromandel International Limited1.88%

1. Cummins India Limited1.84%

1. Bharat Heavy Electricals Limited1.24%
2. Jyoti CNC Automation Ltd0.36%

1. Bharti Hexacom Limited1.40%
2. Tata Communications Limited0.20%

1. Apar Industries Limited1.58%

1. Solar Industries India Limited1.56%

1. JK Cement Limited1.56%

1. UNO Minda Limited1.54%

1. TVS Motor Company Limited1.47%

1. Indian Bank1.41%

1. Torrent Power Limited1.40%

1. Hitachi Energy India Limited1.40%

1. Voltas Limited0.61%
2. LG Electronics India�Ltd0.45%
3. Dixon Technologies (India) Limited0.30%

1. Vishal Mega Mart Limited1.32%

1. Supreme Industries Limited1.32%

1. SRF Limited1.27%

1. Blue Star Limited1.16%

1. ICICI Lombard General Insurance Company Limited1.15%

1. PB Fintech Limited1.05%

1. Bharat Electronics Limited1.05%

1. Jindal Steel Limited1.01%

About Fund

Axis Midcap Fund Growth managed by Axis Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹28,835 Crore. The fund benchmarks its performance against the BSE MidCap while maintaining an expense ratio of 1.58. Under the expert guidance of Shreyash Devalkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Shreyash Devalkar

Mr. Shreyash is an engineer from UDCT, Mumbai with a post graduate degree in management from the JBIMS, Mumbai University. He brings experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundQuant Mid Cap Fund Growth17001.82 CR1.84
This FundUTI Mid Cap Fund Growth110481.86 CR1.77
This FundAxis Midcap Fund Growth328834.54 CR1.58
This FundInvesco India Midcap Fund Growth39895.34 CR1.72
This FundICICI Prudential MidCap Fund Growth46568.77 CR1.87
Fund Name1Y3Y
This FundQuant Mid Cap Fund Growth-0.928660.8474
This FundUTI Mid Cap Fund Growth9.059564.6589
This FundAxis Midcap Fund Growth11.201275.327
This FundInvesco India Midcap Fund Growth14.162105.1699
This FundICICI Prudential MidCap Fund Growth25.3256105.4279

FAQs

Axis Midcap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Midcap Fund Growth is 1.58. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Midcap Fund Growth’s fund performance is as follows:
  • 1 Month : 8.98%
  • 6 Months : 0.27%
  • 1 Year : 11.20%
  • 3 Years : 20.58%
Returns of Axis Midcap Fund Growth are updated daily based on NAV of ₹ 115.44 as on Apr 22,2026. Since inception, the return has been 75.33%.

You can invest in Axis Midcap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Midcap Fund Growth is ₹28,835 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Midcap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500