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Fund Overview

Fund Size

Fund Size

₹31,717 Cr

Expense Ratio

Expense Ratio

1.56%

ISIN

ISIN

INF846K01859

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

18 Feb 2011

About this fund

Axis Midcap Fund Regular Growth is a Mid-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 14 years, 11 months and 19 days, having been launched on 18-Feb-11.
As of 05-Feb-26, it has a Net Asset Value (NAV) of ₹112.31, Assets Under Management (AUM) of 31717.15 Crores, and an expense ratio of 1.56%.
  • Axis Midcap Fund Regular Growth has given a CAGR return of 17.54% since inception.
  • The fund's asset allocation comprises around 92.89% in equities, 0.00% in debts, and 7.09% in cash & cash equivalents.
  • You can start investing in Axis Midcap Fund Regular 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

+7.61%

+9.69% (Cat Avg.)

3 Years

+19.75%

+22.96% (Cat Avg.)

5 Years

+16.49%

+19.80% (Cat Avg.)

10 Years

+17.08%

+17.29% (Cat Avg.)

Since Inception

+17.54%

(Cat Avg.)

Portfolio Summaryas of 31st December 2025

Equity29,462.45 Cr92.89%
Others2,247.86 Cr7.09%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Clearing Corporation Of India LtdCash - Repurchase Agreement2,203.41 Cr6.95%
Fortis Healthcare LtdEquity1,154.57 Cr3.64%
The Federal Bank LtdEquity1,057.47 Cr3.33%
Indian Hotels Co LtdEquity798.86 Cr2.52%
Multi Commodity Exchange of India LtdEquity794.9 Cr2.51%
Phoenix Mills LtdEquity685.91 Cr2.16%
UNO Minda LtdEquity662.22 Cr2.09%
Bharti Hexacom LtdEquity638.26 Cr2.01%
Schaeffler India LtdEquity635.88 Cr2.00%
PB Fintech LtdEquity613.35 Cr1.93%
Coromandel International LtdEquity610.31 Cr1.92%
Persistent Systems LtdEquity594.72 Cr1.88%
Cummins India LtdEquity592.75 Cr1.87%
GE Vernova T&D India LtdEquity572.82 Cr1.81%
TVS Motor Co LtdEquity557.46 Cr1.76%
Solar Industries India LtdEquity502.1 Cr1.58%
Coforge LtdEquity489.12 Cr1.54%
Vishal Mega Mart LtdEquity487 Cr1.54%
JK Cement LtdEquity483.11 Cr1.52%
Eternal LtdEquity482.74 Cr1.52%
Bharat Heavy Electricals LtdEquity475.56 Cr1.50%
Abbott India LtdEquity472.67 Cr1.49%
Premier Energies LtdEquity444.74 Cr1.40%
Hitachi Energy India Ltd Ordinary SharesEquity438.24 Cr1.38%
Ashok Leyland LtdEquity436.57 Cr1.38%
Bharat Electronics LtdEquity433.34 Cr1.37%
Indian BankEquity407.06 Cr1.28%
Dixon Technologies (India) LtdEquity401.95 Cr1.27%
Apar Industries LtdEquity401.85 Cr1.27%
Torrent Power LtdEquity390.43 Cr1.23%
ICICI Lombard General Insurance Co LtdEquity379.26 Cr1.20%
CG Power & Industrial Solutions LtdEquity371.91 Cr1.17%
Cholamandalam Investment and Finance Co LtdEquity370.28 Cr1.17%
KEI Industries LtdEquity365.49 Cr1.15%
L&T Finance LtdEquity357.14 Cr1.13%
SRF LtdEquity331.74 Cr1.05%
Blue Star LtdEquity330.49 Cr1.04%
Bharat Forge LtdEquity329.85 Cr1.04%
Swiggy LtdEquity326.74 Cr1.03%
Bajaj Finance LtdEquity321.34 Cr1.01%
Jindal Steel LtdEquity319.48 Cr1.01%
Supreme Industries LtdEquity309.13 Cr0.97%
Lupin LtdEquity308.89 Cr0.97%
PI Industries LtdEquity304.16 Cr0.96%
HDFC Asset Management Co LtdEquity300.35 Cr0.95%
Mphasis LtdEquity300.11 Cr0.95%
Info Edge (India) LtdEquity294.72 Cr0.93%
Sona BLW Precision Forgings LtdEquity293.23 Cr0.92%
Hindustan Petroleum Corp LtdEquity280.41 Cr0.88%
Prestige Estates Projects LtdEquity269.91 Cr0.85%
Trent LtdEquity265.86 Cr0.84%
Sundaram Finance LtdEquity265.4 Cr0.84%
Ipca Laboratories LtdEquity256.85 Cr0.81%
Oracle Financial Services Software LtdEquity246.07 Cr0.78%
ITC Hotels LtdEquity239.6 Cr0.76%
AU Small Finance Bank LtdEquity235.59 Cr0.74%
ICICI Bank LtdEquity233.46 Cr0.74%
K.P.R. Mill LtdEquity229.29 Cr0.72%
Alkem Laboratories LtdEquity225.32 Cr0.71%
Cholamandalam Financial Holdings LtdEquity217.67 Cr0.69%
Jubilant Foodworks LtdEquity202.35 Cr0.64%
3M India LtdEquity198.84 Cr0.63%
FSN E-Commerce Ventures LtdEquity188.71 Cr0.59%
Voltas LtdEquity186.67 Cr0.59%
ZF Commercial Vehicle Control Systems India LtdEquity184.86 Cr0.58%
Tube Investments of India Ltd Ordinary SharesEquity181.85 Cr0.57%
J.B. Chemicals & Pharmaceuticals LtdEquity179.22 Cr0.57%
BSE LtdEquity170.72 Cr0.54%
Glenmark Pharmaceuticals LtdEquity157.56 Cr0.50%
Jyoti CNC Automation LtdEquity157 Cr0.50%
Billionbrains Garage Ventures LtdEquity144.38 Cr0.46%
Endurance Technologies LtdEquity142.77 Cr0.45%
LG Electronics India LtdEquity136.93 Cr0.43%
L&T Technology Services LtdEquity136.55 Cr0.43%
Fine Organic Industries Ltd Ordinary SharesEquity126.67 Cr0.40%
Balkrishna Industries LtdEquity126.36 Cr0.40%
Max Healthcare Institute Ltd Ordinary SharesEquity98.47 Cr0.31%
Indus Towers Ltd Ordinary SharesEquity94.74 Cr0.30%
Astral LtdEquity88.08 Cr0.28%
Page Industries LtdEquity82.09 Cr0.26%
Tata Communications LtdEquity78.31 Cr0.25%
Linde India LtdEquity75.26 Cr0.24%
ICICI Prudential Life Insurance Co LtdEquity66.11 Cr0.21%
Honeywell Automation India LtdEquity52.52 Cr0.17%
Cohance Lifesciences LtdEquity51.4 Cr0.16%
KPIT Technologies LtdEquity49.57 Cr0.16%
Lenskart Solutions LtdEquity45.55 Cr0.14%
Net Receivables / (Payables)Cash - Collateral44.45 Cr0.14%
Jindal Stainless LtdEquity44.13 Cr0.14%
Container Corporation of India LtdEquity42.57 Cr0.13%
Anthem Biosciences LtdEquity42.42 Cr0.13%
Godrej Properties LtdEquity41.29 Cr0.13%
Ajanta Pharma LtdEquity38.64 Cr0.12%
REC LtdEquity37.81 Cr0.12%
Samvardhana Motherson International LtdEquity37.8 Cr0.12%
Oil India LtdEquity37.33 Cr0.12%
Meesho LtdEquity29.5 Cr0.09%
Kaynes Technology India LtdEquity28.81 Cr0.09%
Colgate-Palmolive (India) LtdEquity27.53 Cr0.09%
HDB Financial Services LtdEquity19.4 Cr0.06%
Aarti Industries LtdEquity17.84 Cr0.06%
Granules India LtdEquity17.45 Cr0.06%
Tvs Motor Company LimitedPreferred Stock6.84 Cr0.02%
Oberoi Realty LtdEquity0.69 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

17.35%

Mid Cap Stocks

71.86%

Small Cap Stocks

3.68%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Consumer Cyclical6,489.86 Cr20.46%
Financial Services5,991.67 Cr18.89%
Industrials5,780.75 Cr18.23%
Healthcare3,049.03 Cr9.61%
Technology2,828.56 Cr8.92%
Basic Materials2,483.05 Cr7.83%
Communication Services1,106.03 Cr3.49%
Real Estate997.79 Cr3.15%
Utilities390.43 Cr1.23%
Energy317.74 Cr1.00%
Consumer Defensive27.53 Cr0.09%

Risk & Performance Ratios

Standard Deviation

This fund

14.10%

Cat. avg.

15.73%

Lower the better

Sharpe Ratio

This fund

0.88

Cat. avg.

0.94

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.52

Higher the better

Fund Managers

SD

Shreyash Devalkar

Since November 2016

Nitin Arora

Nitin Arora

Since August 2023

KN

Krishnaa N

Since March 2024

Additional Scheme Detailsas of 31st December 2025

ISIN
INF846K01859
Expense Ratio
1.56%
Exit Load
1.00%
Fund Size
₹31,717 Cr
Age
14 years 11 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
S&P BSE Midcap 150 TR INR

Investment ObjectiveInvestment 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

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

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.

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1Y
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ICICI Prudential Midcap Select ETF

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Zerodha Nifty Midcap 150 ETF

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LIC MF Nifty Midcap 100 ETF

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UTI Nifty Midcap 150 ETF

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Canara Robeco Mid Cap Fund Regular Growth

Very High Risk

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Canara Robeco Mid Cap Fund Direct Growth

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0.6%1.0%₹4067.87 Cr11.7%
ICICI Prudential Midcap Fund Direct Growth

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Nippon India Growth Fund Direct Growth

Very High Risk

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Edelweiss Mid Cap Fund Direct Growth

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0.4%1.0%₹60636.84 Cr10.4%
JM Midcap Fund Regular Growth

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2.1%1.0%₹1178.20 Cr1.8%
JM Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹1178.20 Cr3.4%
Mirae Asset Nifty Midcap 150 ETF

Very High Risk

0.1%-₹1365.64 Cr10.3%
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Kotak Emerging Equity Scheme Regular Growth

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ICICI Prudential Midcap Select ETF

Very High Risk

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ICICI Prudential Nifty Midcap 150 ETF

Very High Risk

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HDFC Mid-Cap Opportunities Fund Regular Growth

Very High Risk

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Nippon India ETF Nifty Midcap 150

Very High Risk

0.2%-₹2812.08 Cr10.1%
UTI Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹11956.07 Cr6.1%
Axis Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹31717.15 Cr8.7%
HDFC Mid-Cap Opportunities Fund Direct Growth

Very High Risk

0.7%1.0%₹92641.55 Cr13.7%
Aditya Birla Sun Life Mid Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹6300.76 Cr9.8%
Baroda BNP Paribas Mid Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹2312.61 Cr10.9%
SBI Magnum Midcap Fund Direct Growth

Very High Risk

0.8%0.0%₹23314.80 Cr3.5%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹13292.89 Cr11.7%
Tata Mid Cap Growth Fund Direct Growth

Very High Risk

0.6%0.0%₹5497.27 Cr11.2%
Taurus Discovery (Midcap) Fund Direct Growth

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2.1%1.0%₹129.14 Cr3.9%
DSP Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹19585.60 Cr10.2%
Quant Mid Cap Fund Direct Growth

Very High Risk

0.8%0.0%₹8057.36 Cr-5.9%
Franklin India Prima Fund Direct Growth

Very High Risk

1.0%1.0%₹12831.02 Cr5.7%
Motilal Oswal Nifty Midcap 100 ETF

Very High Risk

0.2%-₹754.65 Cr10.3%
Union Midcap Fund Regular Growth

Very High Risk

2.1%1.0%₹1633.88 Cr10.4%
Union Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹1633.88 Cr11.9%
Edelweiss Mid Cap Fund Regular Growth

Very High Risk

1.7%1.0%₹13650.47 Cr10.7%
Motilal Oswal Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹36880.18 Cr-3.4%
LIC MF Midcap Fund Regular Growth

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LIC MF Midcap Fund Direct Growth

Very High Risk

1.4%1.0%₹345.56 Cr3.3%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,61,213 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis BSE India Sector Leaders Index Fund Direct Growth

Very High Risk

-0.0%--
Axis Gold and Silver Passive FoF Direct Growth

Very High Risk

0.2%0.0%₹197.30 Cr-
Axis Multi-Asset Active FoF Direct Growth

Very High Risk

0.1%1.0%₹1359.75 Cr-
Axis Income Plus Arbitrage Passive Fund of Funds Direct Growth

Low to Moderate Risk

0.0%0.0%₹137.34 Cr-
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹304.87 Cr-
Axis Nifty500 Quality 50 Index Fund Direct Growth

Very High Risk

0.2%0.0%₹73.44 Cr-
Axis Services Opportunities Fund Direct Growth

Very High Risk

0.7%1.0%₹1859.16 Cr-
Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct Growth

Moderate Risk

-0.0%--
Axis Nifty500 Momentum 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹121.68 Cr-
Axis CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund Direct Growth

Moderate Risk

0.1%0.0%₹54.80 Cr8.0%
Axis Momentum Fund Direct Growth

Very High Risk

0.6%1.0%₹1198.15 Cr6.9%
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹22.52 Cr8.1%
Axis Nifty500 Value 50 Index Fund Direct Growth

Very High Risk

0.2%0.0%₹112.92 Cr25.3%
Axis CRISIL IBX AAA NBFC Index Jun 2027 Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹1879.29 Cr8.1%
Axis Consumption Fund Direct Growth

Very High Risk

0.6%1.0%₹3497.59 Cr1.7%
Axis Nifty 500 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹312.93 Cr8.5%
Axis Nifty Bank Index Fund Direct Growth

Very High Risk

0.2%0.0%₹149.48 Cr20.0%
Axis CRISIL IBX SDL June 2034 Debt Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹8.30 Cr4.3%
Axis S&P BSE Sensex Index Fund Direct Growth

Very High Risk

0.1%0.0%₹46.30 Cr7.6%
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 119 71 Days Direct Growth

Low to Moderate Risk

----
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹37.44 Cr10.8%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹5128.31 Cr11.2%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹92.41 Cr7.4%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low Risk

-0.0%₹76.51 Cr6.7%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹67.89 Cr7.3%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹13573.62 Cr7.2%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.8%1.0%₹1440.53 Cr21.7%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹549.76 Cr0.3%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹13025.69 Cr6.5%
Axis Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹20781.21 Cr7.4%
Axis Equity Hybrid Fund Direct Growth

High Risk

1.1%1.0%₹1549.57 Cr6.7%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1196.33 Cr4.7%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.4%0.0%₹9435.82 Cr7.9%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.3%1.0%₹1204.47 Cr4.3%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹8400.40 Cr7.0%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹1841.16 Cr45.6%
Axis Value Fund Direct Growth

Very High Risk

0.7%1.0%₹1372.33 Cr10.9%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.1%0.0%₹2268.28 Cr7.8%
Axis Quant Fund Direct Growth

Very High Risk

0.7%1.0%₹914.38 Cr6.3%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹686.47 Cr5.0%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹33555.82 Cr6.3%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1174.68 Cr6.9%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹2166.98 Cr74.8%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹11971.70 Cr4.2%
Axis Regular Saver Fund Direct Growth

Very High Risk

1.1%1.0%₹234.68 Cr6.6%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.7%1.0%₹2058.74 Cr8.5%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Axis Midcap Fund Regular Growth, as of 05-Feb-2026, is ₹112.31.
The fund has generated 7.61% over the last 1 year and 19.75% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 92.89% in equities, 0.00% in bonds, and 7.09% in cash and cash equivalents.
The fund managers responsible for Axis Midcap Fund Regular Growth are:-
  1. Shreyash Devalkar
  2. Nitin Arora
  3. Krishnaa N
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