Axis Midcap Fund Direct growth

Equity • Mid Cap • Direct growth

Top rated fund from 194 Mid-Cap
Top rated fund

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Mid Cap

Direct growth

Launched On
01 Jan 2013
12.1 years ago
Lock-in Period
No lock-in
NAV
as of 03 Feb 2025
₹118.81
-0.1093% (-0.10)
AUM
₹30,829 Cr
Expense ratio
0.53%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 12M

1%

If units sold after 12M

0%

Distribution

Asset split
Equity91.44%
Cash8.56%

What's in this fund?

Sectors
Holdings
Consumer Cyclical

Consumer Cyclical

22.73%
Industrials

Industrials

17.21%
Financial Services

Financial Services

13.76%
Healthcare

Healthcare

13.36%
Technology

Technology

12.68%

Fund House

Axis

Axis

Inc: 09 Oct 2009 • Total AUM: ₹2,89,203 Cr • Rank #7
Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.

Fund Managers

Shreyash Devalkar

Experience: 8.19 yrs • Total AUM: 7,88,783 Cr

Nitin Arora

Experience: 1.68 yrs • Total AUM: 2,68,263 Cr

Krishnaa N

Experience: 0.91 yrs • Total AUM: 8,94,426 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Other top rated funds

Top rated

Motilal Oswal Midcap Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
29.20%
Expense ratio
0.65%
Returns vs category
High
Risk vs category
High
Top rated

Nippon India Growth Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
22.48%
Expense ratio
0.78%
Returns vs category
Above Average
Risk vs category
Above Average
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Invesco India Mid Cap Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
22.44%
Expense ratio
0.58%
Returns vs category
High
Risk vs category
Below Average
Top rated

Kotak Emerging Equity Scheme

Equity • Mid Cap • Direct Growth
3Y CAGR
19.90%
Expense ratio
0.38%
Returns vs category
High
Risk vs category
Average
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SBI Magnum Midcap Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
17.71%
Expense ratio
0.8%
Returns vs category
Average
Risk vs category
Average
1 / 5
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.