Axis Midcap Fund - IDCW - Regular Plan

  • Previous Nav

  • Net Change on 06-12-2024

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Midcap Fund - Regular Plan - IDCW 2.34 0.48 36.73 18.56 23.53 19.08
BSE 150 MidCap - TRI 1.62 -0.99 35.47 24.99 29.86 15.90
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Midcap Fund - Regular Plan - IDCW Feb 18, 2011 Unrated 36.73 18.56 23.53 1.57 30,008.06
HDFC Mid-Cap Opportunities Fund - IDCW Plan Jun 25, 2007 34.53 29.09 29.36 1.39 75,037.43
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option Mar 30, 2007 39.82 24.29 28.01 1.43 50,627.29
NIPPON INDIA GROWTH FUND - IDCW Option Oct 08, 1995 36.73 28.06 29.66 1.59 33,922.40
SBI Magnum MidCap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 29, 2005 25.80 20.04 27.59 1.67 21,406.76
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment Feb 24, 2014 63.42 35.84 33.17 1.62 20,055.68

Fund Holdings as on 31-October-2024

  • Clearing Corporation of India Ltd

  • Trent Limited

  • The Indian Hotels Company Limited

  • Fortis Healthcare Limited

  • Persistent Systems Limited

  • Sona BLW Precision Forgings Limited

  • PI Industries Limited

  • Cummins India Limited

  • Coromandel International Limited

  • Supreme Industries Limited

  • Cholamandalam Investment and Finance Company Ltd

  • UNO Minda Limited

  • Lupin Limited

  • CG Power and Industrial Solutions Limited

  • Schaeffler India Limited

  • Bharti Hexacom Limited

  • The Phoenix Mills Limited

  • The Federal Bank Limited

  • Alkem Laboratories Limited

  • ICICI Bank Limited

  • Voltas Limited

  • TVS Motor Company Limited

  • JK Cement Limited

  • Abbott India Limited

  • PB Fintech Limited

  • Apar Industries Limited

  • Dixon Technologies (India) Limited

  • Torrent Power Limited

  • Max Healthcare Institute Limited

  • Coforge Limited

  • Solar Industries India Limited

  • Sundaram Finance Limited

  • Linde India Limited

  • Bajaj Finance Limited

  • Samvardhana Motherson International Limited

  • Oberoi Realty Limited

  • ICICI Lombard General Insurance Company Limited

  • Balkrishna Industries Limited

  • Colgate Palmolive (India) Limited

  • Indian Bank

  • REC Limited

  • Prestige Estates Projects Limited

  • GE T&D India Limited

  • Zomato Limited

  • Mphasis Limited

  • Astral Limited

  • Tata Power Company Limited

  • Net Receivables / (Payables)

  • Zydus Lifesciences Limited

  • Multi Commodity Exchange of India Limited

  • Godrej Properties Limited

  • Oracle Financial Services Software Limited

  • Tech Mahindra Limited

  • Premier Energies Limited-Locked IN

  • 3M India Limited

  • Motherson Sumi Wiring India Limited

  • K.P.R. Mill Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • IPCA Laboratories Limited

  • Bharat Electronics Limited

  • Suzlon Energy Limited

  • Grindwell Norton Limited

  • HDFC Asset Management Company Limited

  • Hindustan Aeronautics Limited

  • HDFC Life Insurance Company Limited

  • Fine Organic Industries Limited

  • Carborundum Universal Limited

  • Bharat Forge Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Honeywell Automation India Limited

  • Hindustan Petroleum Corporation Limited

  • KPIT Technologies Limited

  • Jyoti CNC Automation Ltd

  • Kalyan Jewellers India Limited

  • Jubilant Foodworks Limited

  • L&T Technology Services Limited

  • Endurance Technologies Limited

  • Vedant Fashions Limited

  • Timken India Limited

  • Shriram Finance Limited

  • Tata Communications Limited

  • SKF India Limited

  • Mahindra & Mahindra Financial Services Limited

  • Tata Technologies Limited

  • Jindal Steel & Power Limited

  • Container Corporation of India Limited

  • Brigade Enterprises Limited

  • Granules India Limited

  • Sumitomo Chemical India Limited

  • KEI Industries Limited

  • Bharat Dynamics Limited

  • Bajaj Housing Finance Limited

  • Oil India Limited

  • Page Industries Limited

  • L&T Finance Limited

  • Ajanta Pharma Limited

  • ICICI Prudential Life Insurance Company Limited

  • Jindal Stainless Limited

  • Aarti Industries Limited

  • V-Guard Industries Limited

  • Sundram Fasteners Limited

  • Go Digit General Insurance Limited

View More
  • Pharmaceuticals & Drugs

  • IT - Software

  • Auto Ancillary

  • Miscellaneous

  • Finance - NBFC

  • Construction - Real Estate

  • Electric Equipment

  • Hospital & Healthcare Services

  • Retailing

  • Bank - Private

  • Plastic Products

  • Hotel, Resort & Restaurants

  • Bearings

  • Pesticides & Agrochemicals

  • Diesel Engines

  • Fertilizers

  • Power Generation/Distribution

  • Telecommunication - Service Provider

  • Consumer Durables - Electronics

  • Chemicals

  • Air Conditioners

  • Insurance

  • Automobile Two & Three Wheelers

  • Cement & Construction Materials

  • Fintech

  • Industrial Gases & Fuels

  • Textile

  • Tyres & Allied

  • Household & Personal Products

  • Finance Term Lending

  • Abrasives

  • Bank - Public

  • Engineering - Industrial Equipments

  • e-Commerce

  • Finance - Stock Broking

  • Electronics - Components

  • Steel & Iron Products

  • Defence

  • Diversified

  • Finance - Asset Management

  • Forgings

  • Refineries

  • Diamond & Jewellery

  • Consumer Food

  • Logistics

  • Steel/Sponge Iron/Pig Iron

  • Cable

  • Finance - Housing

  • Oil Exploration

  • Fasteners

View More

Fund Manager

Most Recent Dividend

  • 21/03/2024

  • 22/02/2023

  • 28/02/2022

  • 26/02/2021

  • 24/02/2020

  • 15/02/2019

  • 17/10/2017

  • 16/09/2016

  • 11/09/2015

  • 01/08/2014

  • Cash

  • Equity

View More

About Axis Midcap Fund

Scheme Analysis

Axis Midcap Fund is a Equity - Mid Cap Fund fund and belongs to Axis Mutual Fund. It was launched on 18-Feb-2011 and currently has an AUM of ₹30,008.06 crore. Axis Midcap Fund is benchmarked against BSE 150 MidCap - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Axis Midcap Fund ended up ₹0.15(0.33%)yesterday to ₹46.29.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, and

The Axis Midcap Fund is managed by Shreyash Devalkar and Nitin Arora.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com