Axis Midcap Fund

Mid CapEquity SEBI-regulated

NAV (Direct-Growth)

₹139.9200

As of 1 Jul 2026 · AMFI

AUM

₹32.9K Cr

Expense ratio

0.57%

1Y returns

+5.55%

cat 4.74%

3Y CAGR

+18.31%

cat 19.41%

5Y CAGR

+15.65%

cat 16.88%

Std deviation 3Y

+16.16%

cat 17.97%

In plain English

Axis Midcap Fund is a Mid Cap scheme from Axis. The portfolio is ~97% in equities. Long-run track record: about 15.7% CAGR over 5 years. Volatility is typical for equity — 20–30 % drawdowns happen during market stress. Worst historical drawdown: -100% in Apr 2013, recovered in 9 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

NAV (Direct-Growth)

₹139.9200

Last 1Y

+4.86%

Jul 25Min ₹119.92 · Max ₹141.08 · 250 ptsJul 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Apr 2013

-100.0%

Peak ₹13.92 on 15 Jan 2013 → trough ₹0.00 on 7 Apr 2013 (3 months down).

Recovered in 9 months· 24 Dec 2013

Mar 2020

-29.4%

Peak ₹46.59 on 20 Feb 2020 → trough ₹32.91 on 23 Mar 2020 (1 months down).

Recovered in 5 months· 26 Aug 2020

Feb 2016

-25.0%

Peak ₹29.07 on 5 Aug 2015 → trough ₹21.80 on 26 Feb 2016 (7 months down).

Recovered in 13 months· 30 Mar 2017

Jun 2022

-20.3%

Peak ₹81.84 on 18 Oct 2021 → trough ₹65.19 on 20 Jun 2022 (8 months down).

Recovered in 12 months· 6 Jun 2023

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.57% — well below typical 1% for equity.
AUM size
₹32.9K Cr — reasonable for a mid-cap fund.
Sector concentration
Top 3 sectors = 54.5% — diversified across sectors.
Style drift
Allocation matches the declared category mandate.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.89%	-0.40%	17/ 33
1M	+10.31%	+9.42%	24/ 33
3M	+7.45%	+4.68%	10/ 31
6M	+5.58%	+3.43%	13/ 31
YTD	+6.64%	+3.69%	13/ 31
1Y	+5.55%	+4.74%	20/ 30
2Y	+11.95%	+8.93%	9/ 29
3Y	+18.31%	+19.41%	24/ 29
5Y	+15.65%	+16.88%	19/ 25
7Y	+19.51%	+16.44%	13/ 22
10Y	+18.20%	+16.54%	8/ 20

Portfolio composition

Asset allocation

Equity96.93%
Debt0.11%
Cash2.96%

By market cap

Large cap14.09%
Mid cap73.21%
Small cap4.16%
Others8.54%

Concentration

Holdings

Avg market cap

₹75.6K Cr

Top 10 stocks

24.69%

Top 5 stocks

14.96%

Top 3 sectors

54.55%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
Clearing Corporation Of India Ltd
—11.30%
1
Clearing Corporation Of India Ltd
—11.30%
2
Nifty April 2026 Future
—3.83%
2
Nifty April 2026 Future
—3.83%
3
The Federal Bank Ltd
—3.82%
3
The Federal Bank Ltd
—3.82%
4
Fortis Healthcare Ltd
—3.43%
4
Fortis Healthcare Ltd
—3.43%
5
Net Receivables / (Payables)
—3.08%
5
Net Receivables / (Payables)
—3.08%
6
Multi Commodity Exchange of India Ltd
—2.96%
6
Multi Commodity Exchange of India Ltd
—2.96%
7
GE Vernova T&D India Ltd
—2.50%
7
GE Vernova T&D India Ltd
—2.50%
8
Schaeffler India Ltd
—2.25%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio35.7431.18+4.56
P/B ratio5.754.54+1.21
Price / Sales3.963.40+0.56
Price / Cash Flow27.0722.96+4.11
Dividend yield0.63%0.80%-0.17
Return on equity (ROE)20.20%18.19%+2.01

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
17.2516.1615.2819.4017.9716.47
Sharpe ratio
Risk-adjusted return — higher is better.
0.000.720.660.010.720.68
Sortino ratio
Like Sharpe but only counts downside volatility.
0.001.101.050.041.131.09
Beta
1 = moves with the market. <1 = less volatile.
0.850.840.840.960.950.93

Peers in Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

DirectGrowthAxis Midcap Fund - Direct Plan - GrowthINF846K01EH3
DirectIDCW ReinvestmentAxis Midcap Fund - Direct Plan - IDCWINF846K01EF7
RegularGrowthAxis Midcap Fund - Regular Plan - GrowthINF846K01859
RegularIDCW ReinvestmentAxis Midcap Fund - Regular Plan - IDCWINF846K01867

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