Axis Midcap Fund Direct Plan Growth: NAV, Returns, Calculator, Expense Ratio & Review

Axis Midcap Fund Direct Plan Growth

Very High Risk

Equity

3 Star

NAV as of Aug 29, 2025

129.68

-0.32%1D Change

Returns since inception

19.44%p.a.

Very High Risk

Equity

3 Star

NAV as of Aug 29, 2025

129.68

-0.32%1D Change

Returns since inception

19.44%p.a.

Axis Midcap Fund Direct Plan Growth

Very High Risk|Equity|3 Star
NAV as of Aug 29, 2025

129.68

-0.32%1D

Returns since inception

19.44%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • Rating3 Star
  • Expense ratio0.54%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹32,068.52 Crore
  • Lock-in periodNo Lock-in
  • Age12 yrs since Jan 01, 2013
  • Min. investmentSIP ₹100 & Lump. ₹100
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Equity
88.17%
Debt
0%
Others
11.83%
Top Holdings
Top Sectors
Holding NameAssets (%)
Clearing Corporation Of India Ltd7.37%
Fortis Healthcare Ltd3.63%
Coromandel International Ltd3.11%
JK Cement Ltd2.59%
Indian Hotels Co Ltd2.55%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Kotak Midcap Fund Direct ...₹ 57,375 Cr
155.13
| -0.41%
Very High
Motilal Oswal Midcap Dire...₹ 33,609 Cr
116.93
| -0.50%
Very High
Edelweiss Mid Cap Fund Di...₹ 11,027 Cr
115.25
| -0.42%
Very High
ICICI Prudential MidCap F...₹ 6,654 Cr
324.01
| -0.81%
Very High

NAV History

FUND

Axis Midcap Fund Direct Plan Growth

NAV (Aug 29, 2025)₹129.68
ClassEquity | Mid-Cap
Inception DateJan 01, 2013
Fund ManagerShreyash Devalkar, Nitin Arora, Krishnaa N

FUND

Axis Midcap Fund Direct Plan Growth

Initial Price₹10
Min. Investment AmountSIP ₹100 and Lump. ₹100
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

Axis Midcap-2.62%-1.27%1.37%18.75%-0.15%19.25%

About Axis Asset Management Company Limited

Axis Mutual Fund was established in October 2009 after registering with SEBI or the Securities and Exchange Board of India. Axis Bank holds 75% of the share in the asset management company while Schroder Singapore holds the remaining 25%. Axis Mutual Fund has Axis Bank Limited as the sponsor and Axis Mutual Fund Trustee Limited as the trustee.

Axis Asset Management Company Limited Details

  • No. of schemes157
  • Total AUM₹196,548.66 Crore
  • AddressAxis Asset Management Company Ltd., Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, Maharashtra, 400 025
  • Phone+91 22 43255161
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.45 Lakhs ₹
Min investment of ₹100 required