- Mutual Funds
- Axis Mutual Fund
- Axis Midcap Fund Regular Growth
Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 116.28
NAV (Oct 15)
Fund Returns
Last 1Y | 46.3% |
Last 3Y | 16.5% |
Last 5Y | 25% |
Last 10Y | 18.1% |
Since Inception | 19.6% |
6 Month CAGR | 23.9% |
Scheme Information
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Expense Ratio | 1.57 |
Launched (0y ago) | 1.57 |
AUM in Crores | 32015.6 |
ISIN | INF846K01859 |
Lock-in | - |
Benchmark | BSE 150 MidCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.5 |
Beta | 0.8 |
Sharpe Ratio | 1.1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Midcap Fund (G) | 13,97,625 | 6,65,013 | 25% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Cholamandalam Investment and Finance Company Ltd.
3%Trent Ltd.
2.9%Supreme Industries Ltd.
2.8%Cummins India Ltd.
2.6%The Indian Hotels Company Ltd.
2.6%Allocation by Sector
Capital Goods
13.6%Financial
12.9%Automobile
11.1%Services
9.9%Healthcare
9.8%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.2% | 7% | ||
- | 5.8% | ||
5.8% | 4.9% | ||
6.3% | 8% | ||
6.1% | 7.1% |
Axis Midcap Fund Regular Plan Growth Review
Axis Midcap Fund Regular Plan Growth is a Mid Cap Equity fund and has delivered an annualised return of 19.629% over a period of 13 years. The fund is managed by Axis Mutual Fund. The fund managers are Krishnaa Narayan, Nitin Arora, Shreyash Devalkar.
Nav of Axis Midcap Fund as of 10/15/2024 is ₹116.28 with the total AUM as of 10/16/2024 is ₹32015.555904. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Midcap Fund was launched on 2011-02-18. The category risk of the fund is Average.
The minimum SIP amount for Axis Midcap Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Midcap Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 150 MidCap Total Return Index.
It is rated as a 1 fund in Equity and delivered 46.275% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Midcap Fund.
Frequently Asked Questions
What is Axis Midcap Fund?
How to invest in Axis Midcap Fund?
You can invest in Axis Midcap Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Midcap Fund?
The minimum sip amount for Axis Midcap Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Axis Midcap Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Midcap Fund Regular Plan Growth?
The expense ratio of the Axis Midcap Fund Regular Growth is 1.57% for regular plan.
What is the NAV of Axis Midcap Fund?
Today's Axis Midcap Fund Regular Growth NAV is ₹116.28.