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Axis Midcap Fund(G)-Direct Plan

Axis Midcap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+14.85%

5Y annualised

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NAV : 27 Aug 2026

₹145.25

Min. SIP amount

₹100

Fund size (AUM)

34403 Cr

Expense ratio

0.55%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty Mid Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,84,868

Stock Allocation

Stock nameSectorAllocation
City Union Bank LimitedBank16.99%
Trent LimitedRetailing13.97%
Multi Commodity Exchange Of India LimitedFinance5.63%

Fund Composition

34403 Cr

Large Cap

17.17%

Mid Cap

67.35%

Small Cap

4.61%

Others

10.88%

Sector Allocation

34403 Cr

Bank

22.43%

Retailing

15.46%

Automobile & Ancillaries

12.66%

Finance

11.04%

Healthcare

5.39%

Capital Goods

5.20%

Cash & Cash Equivalents And Net Assets

3.81%

It

3.63%

Others

18.90%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

SD

Shreyash Devalkar

Present

NA

Nitin Arora

Present

KN

Krishnaa N

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Midcap Fund(G)-Direct Plan

+26.42%
W

WOC Mid Cap Fund(G)-Direct Plan

+24.13%
H

Helios Mid Cap Fund(G)-Direct Plan

+0.00%
I

ITI Mid Cap Fund(G)-Direct Plan

+23.07%
M

Mahindra Manulife Mid Cap Fund(G)-Direct Plan

+21.37%
B

Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan

+19.33%
M

Mirae Asset Midcap Fund(G)-Direct Plan

+18.47%
J

JM Mid Cap Fund(G)-Direct Plan

+21.45%

FAQs

Axis Midcap Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 01 Jan 2013. This fund is managed by Shreyash Devalkar, Nitin Arora and Krishnaa N. It is a Equity type of fund.

The current NAV of Axis Midcap Fund(G)-Direct Plan is ₹145.25 (as of 27 Aug 2026).

Axis Midcap Fund(G)-Direct Plan has delivered 10.18% in 1 year, 18.16% in 3 years, and 14.85% in 5 years (annualised).

The minimum SIP amount for Axis Midcap Fund(G)-Direct Plan is ₹100.

The expense ratio of Axis Midcap Fund(G)-Direct Plan is 0.55%.

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