
Axis Midcap Fund(G)-Direct Plan
+14.85%
5Y annualised
+14.85%
5Y annualised
+0.29% 1D
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Buy, Hold or Sell?
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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
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
Stock Allocation
Fund Composition
Large Cap
17.17%
Mid Cap
67.35%
Small Cap
4.61%
Others
10.88%
Sector Allocation
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
Returns vs rankings
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
Shreyash Devalkar
Present
Nitin Arora
Present
Krishnaa N
Present
Similar/Peer Fund Comparison
HSBC Midcap Fund(G)-Direct Plan
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Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
Mirae Asset Midcap Fund(G)-Direct Plan
JM Mid Cap Fund(G)-Direct Plan
FAQs
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