Axis Midcap Fund - Direct Plan - Growth
Expense Ratio: 0.55
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Direct
Benchmark: BSE Midcap 150 TRI
Inception: 31-01-2011
Exit Load: Nil
Fund Size:₹31,991.14 Cr
Performance
1Y
Fund2.21%
Cat. Avg.1.60%
2Y
Fund1.46%
Cat. Avg.0.43%
3Y
Fund15.09%
Cat. Avg.14.82%
5Y
Fund11.00%
Cat. Avg.13.11%
10Y
Fund16.99%
Cat. Avg.15.23%
SI
Fund18.15%
Cat. Avg.17.85%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Clearing Corporation of India Ltd | 3868.52 | 11.44% |
| 2 | NIFTY July 2026 Future | 2191.54 | 6.48% |
| 3 | The Federal Bank Limited | 1436.92 | 4.25% |
| 4 | Fortis Healthcare Limited | 1198.33 | 3.55% |
| 5 | GE Vernova T&D India Limited | 908.17 | 2.69% |
| 6 | Apar Industries Limited | 820.47 | 2.43% |
| 7 | The Indian Hotels Company Limited | 737.13 | 2.18% |
| 8 | The Phoenix Mills Limited | 697.69 | 2.06% |
| 9 | Solar Industries India Limited | 696.07 | 2.06% |
| 10 | Schaeffler India Limited | 684.38 | 2.02% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61174 | +2.0% | +4.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.27 L. | +5.7% | +5.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.02 L. | +12.4% | +8.0% |
| 5Y | 08 Nov, 21 | 3 L. | 4.16 L. | +38.5% | +13.3% |
| 10Y | 07 Nov, 16 | 6 L. | 14.66 L. | +144.4% | +17.2% |
| SI | 07 Jan, 13 | 8.30 L. | 31.60 L. | +280.8% | +17.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.02 L. | +2.2% | +2.2% |
| 2Y | 16 Oct, 24 | 1 L. | 1.03 L. | +2.9% | +1.5% |
| 3Y | 16 Oct, 23 | 1 L. | 1.52 L. | +52.5% | +15.1% |
| 5Y | 18 Oct, 21 | 1 L. | 1.68 L. | +67.9% | +10.9% |
| 10Y | 17 Oct, 16 | 1 L. | 4.85 L. | +384.5% | +17.1% |
| SI | 02 Jan, 13 | 1 L. | 9.98 L. | +897.9% | +18.2% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.