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Fund Overview
Fund Size
₹28,809 Cr
Expense Ratio
0.55%
ISIN
INF846K01EH3
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
About this fund
Axis Midcap Fund Direct Growth is a Mid-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 12 years, 5 months and 8 days, having been launched on 01-Jan-13.
As of 06-Jun-25, it has a Net Asset Value (NAV) of ₹130.79, Assets Under Management (AUM) of 28809.45 Crores, and an expense ratio of 0.55%.
As of 06-Jun-25, it has a Net Asset Value (NAV) of ₹130.79, Assets Under Management (AUM) of 28809.45 Crores, and an expense ratio of 0.55%.
- Axis Midcap Fund Direct Growth has given a CAGR return of 19.92% since inception.
- The fund's asset allocation comprises around 89.95% in equities, 0.00% in debts, and 10.05% in cash & cash equivalents.
- You can start investing in Axis Midcap Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+11.66%
+10.95% (Cat Avg.)
3 Years
+23.41%
+25.88% (Cat Avg.)
5 Years
+26.30%
+30.16% (Cat Avg.)
10 Years
+17.65%
+16.61% (Cat Avg.)
Since Inception
+19.92%
— (Cat Avg.)
Portfolio Summaryas of 30th April 2025
| Equity | ₹25,913.93 Cr | 89.95% |
| Others | ₹2,895.52 Cr | 10.05% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹2,710.97 Cr | 9.41% |
| Fortis Healthcare Ltd | Equity | ₹911.74 Cr | 3.16% |
| Indian Hotels Co Ltd | Equity | ₹891.85 Cr | 3.10% |
| Coromandel International Ltd | Equity | ₹862.1 Cr | 2.99% |
| Persistent Systems Ltd | Equity | ₹745.8 Cr | 2.59% |
| Bharti Hexacom Ltd | Equity | ₹694.42 Cr | 2.41% |
| Solar Industries India Ltd | Equity | ₹665.5 Cr | 2.31% |
| JK Cement Ltd | Equity | ₹623.4 Cr | 2.16% |
| The Federal Bank Ltd | Equity | ₹621.34 Cr | 2.16% |
| Dixon Technologies (India) Ltd | Equity | ₹580.54 Cr | 2.02% |
| Lupin Ltd | Equity | ₹577.14 Cr | 2.00% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹537.09 Cr | 1.86% |
| Premier Energies Ltd | Equity | ₹535.17 Cr | 1.86% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹502.53 Cr | 1.74% |
| PB Fintech Ltd | Equity | ₹502.27 Cr | 1.74% |
| Abbott India Ltd | Equity | ₹497.88 Cr | 1.73% |
| TVS Motor Co Ltd | Equity | ₹497.66 Cr | 1.73% |
| PI Industries Ltd | Equity | ₹488.22 Cr | 1.69% |
| Schaeffler India Ltd | Equity | ₹472.1 Cr | 1.64% |
| UNO Minda Ltd | Equity | ₹469.26 Cr | 1.63% |
| Alkem Laboratories Ltd | Equity | ₹455.9 Cr | 1.58% |
| Bajaj Finance Ltd | Equity | ₹449.13 Cr | 1.56% |
| BSE Ltd | Equity | ₹441.26 Cr | 1.53% |
| Phoenix Mills Ltd | Equity | ₹416.54 Cr | 1.45% |
| Coforge Ltd | Equity | ₹414.61 Cr | 1.44% |
| Trent Ltd | Equity | ₹409.77 Cr | 1.42% |
| Torrent Power Ltd | Equity | ₹391.31 Cr | 1.36% |
| Supreme Industries Ltd | Equity | ₹362.44 Cr | 1.26% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹357.55 Cr | 1.24% |
| Vishal Mega Mart Ltd | Equity | ₹355.13 Cr | 1.23% |
| CG Power & Industrial Solutions Ltd | Equity | ₹350.47 Cr | 1.22% |
| Sona BLW Precision Forgings Ltd | Equity | ₹328.75 Cr | 1.14% |
| Blue Star Ltd | Equity | ₹325.83 Cr | 1.13% |
| GE Vernova T&D India Ltd | Equity | ₹309.34 Cr | 1.07% |
| Balkrishna Industries Ltd | Equity | ₹295.58 Cr | 1.03% |
| Voltas Ltd | Equity | ₹293.46 Cr | 1.02% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹293.13 Cr | 1.02% |
| Jubilant Foodworks Ltd | Equity | ₹291.99 Cr | 1.01% |
| Oracle Financial Services Software Ltd | Equity | ₹281.92 Cr | 0.98% |
| Sundaram Finance Ltd | Equity | ₹275.78 Cr | 0.96% |
| Bharat Electronics Ltd | Equity | ₹270.88 Cr | 0.94% |
| Page Industries Ltd | Equity | ₹261.31 Cr | 0.91% |
| ITC Hotels Ltd | Equity | ₹257.88 Cr | 0.90% |
| Ipca Laboratories Ltd | Equity | ₹249.59 Cr | 0.87% |
| ICICI Bank Ltd | Equity | ₹248.08 Cr | 0.86% |
| Indian Bank | Equity | ₹231.79 Cr | 0.80% |
| Prestige Estates Projects Ltd | Equity | ₹231.14 Cr | 0.80% |
| Mphasis Ltd | Equity | ₹229.13 Cr | 0.80% |
| K.P.R. Mill Ltd | Equity | ₹215.9 Cr | 0.75% |
| Hindustan Petroleum Corp Ltd | Equity | ₹214.17 Cr | 0.74% |
| Cummins India Ltd | Equity | ₹204.95 Cr | 0.71% |
| Bharat Forge Ltd | Equity | ₹189.62 Cr | 0.66% |
| Net Receivables / (Payables) | Cash - Collateral | ₹184.55 Cr | 0.64% |
| Multi Commodity Exchange of India Ltd | Equity | ₹167.57 Cr | 0.58% |
| 3M India Ltd | Equity | ₹165.47 Cr | 0.57% |
| Colgate-Palmolive (India) Ltd | Equity | ₹164.43 Cr | 0.57% |
| Apar Industries Ltd | Equity | ₹162.33 Cr | 0.56% |
| Godrej Properties Ltd | Equity | ₹160.68 Cr | 0.56% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹159.8 Cr | 0.55% |
| ZF Commercial Vehicle Control Systems India Ltd | Equity | ₹158.22 Cr | 0.55% |
| HDFC Asset Management Co Ltd | Equity | ₹157.48 Cr | 0.55% |
| HDFC Life Insurance Co Ltd | Equity | ₹156.35 Cr | 0.54% |
| Oberoi Realty Ltd | Equity | ₹153.84 Cr | 0.53% |
| Astral Ltd | Equity | ₹150.69 Cr | 0.52% |
| Jindal Steel & Power Ltd | Equity | ₹149.23 Cr | 0.52% |
| Eternal Ltd | Equity | ₹149.14 Cr | 0.52% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹137.17 Cr | 0.48% |
| Hexaware Technologies Ltd Ordinary Shares | Equity | ₹130.03 Cr | 0.45% |
| Jyoti CNC Automation Ltd | Equity | ₹129.4 Cr | 0.45% |
| Fine Organic Industries Ltd Ordinary Shares | Equity | ₹125.51 Cr | 0.44% |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | ₹117.34 Cr | 0.41% |
| Info Edge (India) Ltd | Equity | ₹111.88 Cr | 0.39% |
| Grindwell Norton Ltd | Equity | ₹109.33 Cr | 0.38% |
| Honeywell Automation India Ltd | Equity | ₹103.25 Cr | 0.36% |
| L&T Technology Services Ltd | Equity | ₹101.84 Cr | 0.35% |
| KEI Industries Ltd | Equity | ₹99.84 Cr | 0.35% |
| Mahindra & Mahindra Financial Services Ltd | Equity | ₹89.52 Cr | 0.31% |
| Linde India Ltd | Equity | ₹88.62 Cr | 0.31% |
| REC Ltd | Equity | ₹88.27 Cr | 0.31% |
| Ajanta Pharma Ltd | Equity | ₹76.1 Cr | 0.26% |
| Samvardhana Motherson International Ltd | Equity | ₹73.72 Cr | 0.26% |
| Tata Communications Ltd | Equity | ₹71.8 Cr | 0.25% |
| Granules India Ltd | Equity | ₹69.37 Cr | 0.24% |
| KPIT Technologies Ltd | Equity | ₹63.83 Cr | 0.22% |
| Container Corporation of India Ltd | Equity | ₹63.66 Cr | 0.22% |
| SRF Ltd | Equity | ₹61.9 Cr | 0.21% |
| Endurance Technologies Ltd | Equity | ₹60.78 Cr | 0.21% |
| Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹59.75 Cr | 0.21% |
| Timken India Ltd | Equity | ₹39.29 Cr | 0.14% |
| Aarti Industries Ltd | Equity | ₹36.54 Cr | 0.13% |
| Oil India Ltd | Equity | ₹36.13 Cr | 0.13% |
| Shriram Finance Ltd | Equity | ₹31.57 Cr | 0.11% |
| Suzlon Energy Ltd | Equity | ₹24.63 Cr | 0.09% |
| Varun Beverages Ltd | Equity | ₹23.69 Cr | 0.08% |
| Jindal Stainless Ltd | Equity | ₹20.7 Cr | 0.07% |
| Carborundum Universal Ltd | Equity | ₹14.23 Cr | 0.05% |
| Craftsman Automation Ltd | Equity | ₹14.18 Cr | 0.05% |
| Berger Paints India Ltd | Equity | ₹2.58 Cr | 0.01% |
| Brigade Enterprises Ltd | Equity | ₹1.9 Cr | 0.01% |
Allocation By Market Cap (Equity)
Large Cap Stocks
13.06%
Mid Cap Stocks
71.15%
Small Cap Stocks
4.84%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹5,686.3 Cr | 19.74% |
| Financial Services | ₹4,492.21 Cr | 15.59% |
| Healthcare | ₹3,457.59 Cr | 12.00% |
| Industrials | ₹3,400.88 Cr | 11.80% |
| Basic Materials | ₹3,122.15 Cr | 10.84% |
| Technology | ₹3,082.87 Cr | 10.70% |
| Real Estate | ₹964.1 Cr | 3.35% |
| Communication Services | ₹878.1 Cr | 3.05% |
| Utilities | ₹391.31 Cr | 1.36% |
| Energy | ₹250.3 Cr | 0.87% |
| Consumer Defensive | ₹188.12 Cr | 0.65% |
Risk & Performance Ratios
Standard Deviation
This fund
15.55%
Cat. avg.
16.64%
Lower the better
Sharpe Ratio
This fund
0.94
Cat. avg.
1.01
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.72
Higher the better
Fund Managers
Additional Scheme Detailsas of 30th April 2025
ISIN INF846K01EH3 | Expense Ratio 0.55% | Exit Load 1.00% | Fund Size ₹28,809 Cr | Age 12 years 5 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark S&P BSE Midcap 150 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Kotak Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹0.86 Cr | - |
| Helios Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹74.49 Cr | - |
| Helios Mid Cap Fund Regular Growth Very High Risk | 2.4% | 1.0% | ₹74.49 Cr | - |
| ICICI Prudential Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹433.48 Cr | 11.1% |
| ICICI Prudential Midcap Select ETF Very High Risk | 0.1% | - | ₹83.89 Cr | 7.8% |
| Zerodha Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹72.15 Cr | - |
| LIC MF Nifty Midcap 100 ETF Very High Risk | 0.2% | - | ₹671.22 Cr | 12.8% |
| HDFC NIFTY Midcap 150 ETF Very High Risk | 0.2% | - | ₹81.41 Cr | 11.0% |
| UTI Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹9.22 Cr | 11.0% |
| Invesco India Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹6046.97 Cr | 23.5% |
| HSBC Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹10724.08 Cr | 12.0% |
| Canara Robeco Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹2717.74 Cr | 13.1% |
| Canara Robeco Mid Cap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹2717.74 Cr | 14.7% |
| ICICI Prudential Midcap Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹5932.46 Cr | 11.2% |
| Nippon India Growth Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹34690.03 Cr | 15.2% |
| Edelweiss Mid Cap Fund Direct Growth Very High Risk | 0.4% | 1.0% | ₹9241.96 Cr | 20.0% |
| Invesco India Mid Cap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹6046.97 Cr | 25.0% |
| Kotak Emerging Equity Scheme Direct Growth Very High Risk | 0.4% | 1.0% | ₹49645.85 Cr | 13.6% |
| JM Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1317.42 Cr | 6.1% |
| JM Midcap Fund Direct Growth Very High Risk | 0.5% | 1.0% | ₹1317.42 Cr | 7.9% |
| Mirae Asset Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹992.34 Cr | 11.1% |
| DSP Midcap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹17657.92 Cr | 8.8% |
| Kotak Emerging Equity Scheme Regular Growth Very High Risk | 1.4% | 1.0% | ₹49645.85 Cr | 12.4% |
| ICICI Prudential Midcap Select ETF Very High Risk | 0.1% | - | ₹79.99 Cr | 36.3% |
| ICICI Prudential Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹424.94 Cr | 26.8% |
| HDFC Mid-Cap Opportunities Fund Regular Growth Very High Risk | 1.4% | 1.0% | ₹74909.76 Cr | 12.7% |
| Nippon India ETF Nifty Midcap 150 Very High Risk | 0.2% | - | ₹2069.70 Cr | 10.9% |
| UTI Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹11642.99 Cr | 9.8% |
| Axis Midcap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹28809.45 Cr | 11.7% |
| HDFC Mid-Cap Opportunities Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹74909.76 Cr | 13.4% |
| Aditya Birla Sun Life Mid Cap Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹5645.72 Cr | 12.0% |
| Baroda BNP Paribas Mid Cap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹2036.71 Cr | 8.7% |
| SBI Magnum Midcap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹21512.11 Cr | 8.3% |
| Sundaram Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹11690.15 Cr | 15.2% |
| Tata Mid Cap Growth Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹4505.38 Cr | 4.9% |
| Taurus Discovery (Midcap) Fund Direct Growth Very High Risk | 2.2% | 1.0% | ₹119.67 Cr | 4.5% |
| DSP Midcap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹17657.92 Cr | 9.8% |
| Quant Mid Cap Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹8775.83 Cr | -5.3% |
| Franklin India Prima Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹11761.50 Cr | 13.7% |
| Motilal Oswal Nifty Midcap 100 ETF Very High Risk | 0.2% | - | ₹583.69 Cr | 13.2% |
| Union Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1346.58 Cr | 11.3% |
| Union Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹1346.58 Cr | 12.9% |
| Edelweiss Mid Cap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹9241.96 Cr | 18.4% |
| Motilal Oswal Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹27780.18 Cr | 17.5% |
| LIC MF Midcap Fund Regular Growth Very High Risk | 2.5% | 1.0% | ₹306.30 Cr | 9.1% |
| LIC MF Midcap Fund Direct Growth Very High Risk | 1.3% | 1.0% | ₹306.30 Cr | 10.2% |
| Kotak Nifty Midcap 50 ETF Very High Risk | 0.1% | - | ₹61.90 Cr | 12.9% |
| Aditya Birla Sun Life Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹5645.72 Cr | 11.1% |
| Baroda BNP Paribas Mid Cap Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹2036.71 Cr | 7.2% |
| ICICI Prudential Midcap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹5932.46 Cr | 10.4% |
About the AMC
Axis Mutual Fund
Total AUM
₹3,22,563 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Other Funds by Axis Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
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We're here to help.
What is the current NAV of Axis Midcap Fund Direct Growth?
The NAV of Axis Midcap Fund Direct Growth, as of 06-Jun-2025, is ₹130.79.
What are the returns of Axis Midcap Fund Direct Growth?
The fund has generated 11.66% over the last 1 year and 23.41% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Axis Midcap Fund Direct Growth?
The fund's allocation of assets is distributed as 89.95% in equities, 0.00% in bonds, and 10.05% in cash and cash equivalents.
Who manages the Axis Midcap Fund Direct Growth?
The fund managers responsible for Axis Midcap Fund Direct Growth are:-
- Shreyash Devalkar
- Nitin Arora
- Krishnaa N
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
NAV (06-Jun-25)
₹130.790.63%1D
Returns (Since Inception)
19.92%
Rated ★4.3+ on 
Fund Overview
Fund Size
₹28,809 Cr
Expense Ratio
0.55%
ISIN
INF846K01EH3
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
Risk Level
Your principal amount will be at Very High Risk
About this fund
Axis Midcap Fund Direct Growth is a Mid-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 12 years, 5 months and 8 days, having been launched on 01-Jan-13.
As of 06-Jun-25, it has a Net Asset Value (NAV) of ₹130.79, Assets Under Management (AUM) of 28809.45 Crores, and an expense ratio of 0.55%.
As of 06-Jun-25, it has a Net Asset Value (NAV) of ₹130.79, Assets Under Management (AUM) of 28809.45 Crores, and an expense ratio of 0.55%.
- Axis Midcap Fund Direct Growth has given a CAGR return of 19.92% since inception.
- The fund's asset allocation comprises around 89.95% in equities, 0.00% in debts, and 10.05% in cash & cash equivalents.
- You can start investing in Axis Midcap Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+11.66%
+10.95% (Cat Avg.)
3 Years
+23.41%
+25.88% (Cat Avg.)
5 Years
+26.30%
+30.16% (Cat Avg.)
10 Years
+17.65%
+16.61% (Cat Avg.)
Since Inception
+19.92%
— (Cat Avg.)
Portfolio Summaryas of 30th April 2025
| Equity | ₹25,913.93 Cr | 89.95% |
| Others | ₹2,895.52 Cr | 10.05% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹2,710.97 Cr | 9.41% |
| Fortis Healthcare Ltd | Equity | ₹911.74 Cr | 3.16% |
| Indian Hotels Co Ltd | Equity | ₹891.85 Cr | 3.10% |
| Coromandel International Ltd | Equity | ₹862.1 Cr | 2.99% |
| Persistent Systems Ltd | Equity | ₹745.8 Cr | 2.59% |
| Bharti Hexacom Ltd | Equity | ₹694.42 Cr | 2.41% |
| Solar Industries India Ltd | Equity | ₹665.5 Cr | 2.31% |
| JK Cement Ltd | Equity | ₹623.4 Cr | 2.16% |
| The Federal Bank Ltd | Equity | ₹621.34 Cr | 2.16% |
| Dixon Technologies (India) Ltd | Equity | ₹580.54 Cr | 2.02% |
| Lupin Ltd | Equity | ₹577.14 Cr | 2.00% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹537.09 Cr | 1.86% |
| Premier Energies Ltd | Equity | ₹535.17 Cr | 1.86% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹502.53 Cr | 1.74% |
| PB Fintech Ltd | Equity | ₹502.27 Cr | 1.74% |
| Abbott India Ltd | Equity | ₹497.88 Cr | 1.73% |
| TVS Motor Co Ltd | Equity | ₹497.66 Cr | 1.73% |
| PI Industries Ltd | Equity | ₹488.22 Cr | 1.69% |
| Schaeffler India Ltd | Equity | ₹472.1 Cr | 1.64% |
| UNO Minda Ltd | Equity | ₹469.26 Cr | 1.63% |
| Alkem Laboratories Ltd | Equity | ₹455.9 Cr | 1.58% |
| Bajaj Finance Ltd | Equity | ₹449.13 Cr | 1.56% |
| BSE Ltd | Equity | ₹441.26 Cr | 1.53% |
| Phoenix Mills Ltd | Equity | ₹416.54 Cr | 1.45% |
| Coforge Ltd | Equity | ₹414.61 Cr | 1.44% |
| Trent Ltd | Equity | ₹409.77 Cr | 1.42% |
| Torrent Power Ltd | Equity | ₹391.31 Cr | 1.36% |
| Supreme Industries Ltd | Equity | ₹362.44 Cr | 1.26% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹357.55 Cr | 1.24% |
| Vishal Mega Mart Ltd | Equity | ₹355.13 Cr | 1.23% |
| CG Power & Industrial Solutions Ltd | Equity | ₹350.47 Cr | 1.22% |
| Sona BLW Precision Forgings Ltd | Equity | ₹328.75 Cr | 1.14% |
| Blue Star Ltd | Equity | ₹325.83 Cr | 1.13% |
| GE Vernova T&D India Ltd | Equity | ₹309.34 Cr | 1.07% |
| Balkrishna Industries Ltd | Equity | ₹295.58 Cr | 1.03% |
| Voltas Ltd | Equity | ₹293.46 Cr | 1.02% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹293.13 Cr | 1.02% |
| Jubilant Foodworks Ltd | Equity | ₹291.99 Cr | 1.01% |
| Oracle Financial Services Software Ltd | Equity | ₹281.92 Cr | 0.98% |
| Sundaram Finance Ltd | Equity | ₹275.78 Cr | 0.96% |
| Bharat Electronics Ltd | Equity | ₹270.88 Cr | 0.94% |
| Page Industries Ltd | Equity | ₹261.31 Cr | 0.91% |
| ITC Hotels Ltd | Equity | ₹257.88 Cr | 0.90% |
| Ipca Laboratories Ltd | Equity | ₹249.59 Cr | 0.87% |
| ICICI Bank Ltd | Equity | ₹248.08 Cr | 0.86% |
| Indian Bank | Equity | ₹231.79 Cr | 0.80% |
| Prestige Estates Projects Ltd | Equity | ₹231.14 Cr | 0.80% |
| Mphasis Ltd | Equity | ₹229.13 Cr | 0.80% |
| K.P.R. Mill Ltd | Equity | ₹215.9 Cr | 0.75% |
| Hindustan Petroleum Corp Ltd | Equity | ₹214.17 Cr | 0.74% |
| Cummins India Ltd | Equity | ₹204.95 Cr | 0.71% |
| Bharat Forge Ltd | Equity | ₹189.62 Cr | 0.66% |
| Net Receivables / (Payables) | Cash - Collateral | ₹184.55 Cr | 0.64% |
| Multi Commodity Exchange of India Ltd | Equity | ₹167.57 Cr | 0.58% |
| 3M India Ltd | Equity | ₹165.47 Cr | 0.57% |
| Colgate-Palmolive (India) Ltd | Equity | ₹164.43 Cr | 0.57% |
| Apar Industries Ltd | Equity | ₹162.33 Cr | 0.56% |
| Godrej Properties Ltd | Equity | ₹160.68 Cr | 0.56% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹159.8 Cr | 0.55% |
| ZF Commercial Vehicle Control Systems India Ltd | Equity | ₹158.22 Cr | 0.55% |
| HDFC Asset Management Co Ltd | Equity | ₹157.48 Cr | 0.55% |
| HDFC Life Insurance Co Ltd | Equity | ₹156.35 Cr | 0.54% |
| Oberoi Realty Ltd | Equity | ₹153.84 Cr | 0.53% |
| Astral Ltd | Equity | ₹150.69 Cr | 0.52% |
| Jindal Steel & Power Ltd | Equity | ₹149.23 Cr | 0.52% |
| Eternal Ltd | Equity | ₹149.14 Cr | 0.52% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹137.17 Cr | 0.48% |
| Hexaware Technologies Ltd Ordinary Shares | Equity | ₹130.03 Cr | 0.45% |
| Jyoti CNC Automation Ltd | Equity | ₹129.4 Cr | 0.45% |
| Fine Organic Industries Ltd Ordinary Shares | Equity | ₹125.51 Cr | 0.44% |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | ₹117.34 Cr | 0.41% |
| Info Edge (India) Ltd | Equity | ₹111.88 Cr | 0.39% |
| Grindwell Norton Ltd | Equity | ₹109.33 Cr | 0.38% |
| Honeywell Automation India Ltd | Equity | ₹103.25 Cr | 0.36% |
| L&T Technology Services Ltd | Equity | ₹101.84 Cr | 0.35% |
| KEI Industries Ltd | Equity | ₹99.84 Cr | 0.35% |
| Mahindra & Mahindra Financial Services Ltd | Equity | ₹89.52 Cr | 0.31% |
| Linde India Ltd | Equity | ₹88.62 Cr | 0.31% |
| REC Ltd | Equity | ₹88.27 Cr | 0.31% |
| Ajanta Pharma Ltd | Equity | ₹76.1 Cr | 0.26% |
| Samvardhana Motherson International Ltd | Equity | ₹73.72 Cr | 0.26% |
| Tata Communications Ltd | Equity | ₹71.8 Cr | 0.25% |
| Granules India Ltd | Equity | ₹69.37 Cr | 0.24% |
| KPIT Technologies Ltd | Equity | ₹63.83 Cr | 0.22% |
| Container Corporation of India Ltd | Equity | ₹63.66 Cr | 0.22% |
| SRF Ltd | Equity | ₹61.9 Cr | 0.21% |
| Endurance Technologies Ltd | Equity | ₹60.78 Cr | 0.21% |
| Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹59.75 Cr | 0.21% |
| Timken India Ltd | Equity | ₹39.29 Cr | 0.14% |
| Aarti Industries Ltd | Equity | ₹36.54 Cr | 0.13% |
| Oil India Ltd | Equity | ₹36.13 Cr | 0.13% |
| Shriram Finance Ltd | Equity | ₹31.57 Cr | 0.11% |
| Suzlon Energy Ltd | Equity | ₹24.63 Cr | 0.09% |
| Varun Beverages Ltd | Equity | ₹23.69 Cr | 0.08% |
| Jindal Stainless Ltd | Equity | ₹20.7 Cr | 0.07% |
| Carborundum Universal Ltd | Equity | ₹14.23 Cr | 0.05% |
| Craftsman Automation Ltd | Equity | ₹14.18 Cr | 0.05% |
| Berger Paints India Ltd | Equity | ₹2.58 Cr | 0.01% |
| Brigade Enterprises Ltd | Equity | ₹1.9 Cr | 0.01% |
Allocation By Market Cap (Equity)
Large Cap Stocks
13.06%
Mid Cap Stocks
71.15%
Small Cap Stocks
4.84%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹5,686.3 Cr | 19.74% |
| Financial Services | ₹4,492.21 Cr | 15.59% |
| Healthcare | ₹3,457.59 Cr | 12.00% |
| Industrials | ₹3,400.88 Cr | 11.80% |
| Basic Materials | ₹3,122.15 Cr | 10.84% |
| Technology | ₹3,082.87 Cr | 10.70% |
| Real Estate | ₹964.1 Cr | 3.35% |
| Communication Services | ₹878.1 Cr | 3.05% |
| Utilities | ₹391.31 Cr | 1.36% |
| Energy | ₹250.3 Cr | 0.87% |
| Consumer Defensive | ₹188.12 Cr | 0.65% |
Risk & Performance Ratios
Standard Deviation
This fund
15.55%
Cat. avg.
16.64%
Lower the better
Sharpe Ratio
This fund
0.94
Cat. avg.
1.01
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.72
Higher the better
Fund Managers
Additional Scheme Detailsas of 30th April 2025
ISIN INF846K01EH3 | Expense Ratio 0.55% | Exit Load 1.00% | Fund Size ₹28,809 Cr | Age 12 years 5 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark S&P BSE Midcap 150 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Kotak Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹0.86 Cr | - |
| Helios Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹74.49 Cr | - |
| Helios Mid Cap Fund Regular Growth Very High Risk | 2.4% | 1.0% | ₹74.49 Cr | - |
| ICICI Prudential Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹433.48 Cr | 11.1% |
| ICICI Prudential Midcap Select ETF Very High Risk | 0.1% | - | ₹83.89 Cr | 7.8% |
| Zerodha Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹72.15 Cr | - |
| LIC MF Nifty Midcap 100 ETF Very High Risk | 0.2% | - | ₹671.22 Cr | 12.8% |
| HDFC NIFTY Midcap 150 ETF Very High Risk | 0.2% | - | ₹81.41 Cr | 11.0% |
| UTI Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹9.22 Cr | 11.0% |
| Invesco India Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹6046.97 Cr | 23.5% |
| HSBC Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹10724.08 Cr | 12.0% |
| Canara Robeco Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹2717.74 Cr | 13.1% |
| Canara Robeco Mid Cap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹2717.74 Cr | 14.7% |
| ICICI Prudential Midcap Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹5932.46 Cr | 11.2% |
| Nippon India Growth Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹34690.03 Cr | 15.2% |
| Edelweiss Mid Cap Fund Direct Growth Very High Risk | 0.4% | 1.0% | ₹9241.96 Cr | 20.0% |
| Invesco India Mid Cap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹6046.97 Cr | 25.0% |
| Kotak Emerging Equity Scheme Direct Growth Very High Risk | 0.4% | 1.0% | ₹49645.85 Cr | 13.6% |
| JM Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1317.42 Cr | 6.1% |
| JM Midcap Fund Direct Growth Very High Risk | 0.5% | 1.0% | ₹1317.42 Cr | 7.9% |
| Mirae Asset Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹992.34 Cr | 11.1% |
| DSP Midcap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹17657.92 Cr | 8.8% |
| Kotak Emerging Equity Scheme Regular Growth Very High Risk | 1.4% | 1.0% | ₹49645.85 Cr | 12.4% |
| ICICI Prudential Midcap Select ETF Very High Risk | 0.1% | - | ₹79.99 Cr | 36.3% |
| ICICI Prudential Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹424.94 Cr | 26.8% |
| HDFC Mid-Cap Opportunities Fund Regular Growth Very High Risk | 1.4% | 1.0% | ₹74909.76 Cr | 12.7% |
| Nippon India ETF Nifty Midcap 150 Very High Risk | 0.2% | - | ₹2069.70 Cr | 10.9% |
| UTI Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹11642.99 Cr | 9.8% |
| Axis Midcap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹28809.45 Cr | 11.7% |
| HDFC Mid-Cap Opportunities Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹74909.76 Cr | 13.4% |
| Aditya Birla Sun Life Mid Cap Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹5645.72 Cr | 12.0% |
| Baroda BNP Paribas Mid Cap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹2036.71 Cr | 8.7% |
| SBI Magnum Midcap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹21512.11 Cr | 8.3% |
| Sundaram Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹11690.15 Cr | 15.2% |
| Tata Mid Cap Growth Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹4505.38 Cr | 4.9% |
| Taurus Discovery (Midcap) Fund Direct Growth Very High Risk | 2.2% | 1.0% | ₹119.67 Cr | 4.5% |
| DSP Midcap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹17657.92 Cr | 9.8% |
| Quant Mid Cap Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹8775.83 Cr | -5.3% |
| Franklin India Prima Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹11761.50 Cr | 13.7% |
| Motilal Oswal Nifty Midcap 100 ETF Very High Risk | 0.2% | - | ₹583.69 Cr | 13.2% |
| Union Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1346.58 Cr | 11.3% |
| Union Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹1346.58 Cr | 12.9% |
| Edelweiss Mid Cap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹9241.96 Cr | 18.4% |
| Motilal Oswal Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹27780.18 Cr | 17.5% |
| LIC MF Midcap Fund Regular Growth Very High Risk | 2.5% | 1.0% | ₹306.30 Cr | 9.1% |
| LIC MF Midcap Fund Direct Growth Very High Risk | 1.3% | 1.0% | ₹306.30 Cr | 10.2% |
| Kotak Nifty Midcap 50 ETF Very High Risk | 0.1% | - | ₹61.90 Cr | 12.9% |
| Aditya Birla Sun Life Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹5645.72 Cr | 11.1% |
| Baroda BNP Paribas Mid Cap Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹2036.71 Cr | 7.2% |
| ICICI Prudential Midcap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹5932.46 Cr | 10.4% |
About the AMC
Axis Mutual Fund
Total AUM
₹3,22,563 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Other Funds by Axis Mutual Fund
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Still got questions?
We're here to help.
What is the current NAV of Axis Midcap Fund Direct Growth?
The NAV of Axis Midcap Fund Direct Growth, as of 06-Jun-2025, is ₹130.79.
What are the returns of Axis Midcap Fund Direct Growth?
The fund has generated 11.66% over the last 1 year and 23.41% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Axis Midcap Fund Direct Growth?
The fund's allocation of assets is distributed as 89.95% in equities, 0.00% in bonds, and 10.05% in cash and cash equivalents.
Who manages the Axis Midcap Fund Direct Growth?
The fund managers responsible for Axis Midcap Fund Direct Growth are:-
- Shreyash Devalkar
- Nitin Arora
- Krishnaa N
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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