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Fund Overview of Axis Midcap Direct Plan-growth
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₹32,852.1 CrAUM
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₹138.91NAV
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0.63%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Midcap Direct Plan-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.08% | NA | 4.37% |
| 6 Months | 6.40% | NA | 15.67% |
| 1 Year | 6.68% | 6.68% | -0.50% |
| 2 Years | 11.90% | 5.78% | 23.18% |
| 3 Years | 64.49% | 18.05% | 22.72% |
| 5 Years | 107.99% | 15.77% | 26.92% |
| 7 Years | 255.46% | 19.86% | NA |
| 10 Years | 438.12% | 18.33% | 16.72% |
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Asset Allocation
equities
96.93%debt instruments
7.50%Axis Midcap Direct Plan-growth is one Equity mutual fund offered by Axis Mutual Fund. the fund aims capital appreciation over long term. investing predominantly in equity & equity related instruments of Mid Cap companies. It manages assets worth ₹32,852.1 crore as on Sun May 31, 2026. The expense ratio stands at 0.63%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Midcap Direct Plan-growth
The portfolio allocation consists of 96.93% in equities, 7.50% in debt instruments.Managed by Shreyash Devalkar, it has delivered a return of 6.68% in the last year, a total return since inception of 18.73%.
For those looking to take better investment decisions it is useful to also compare best sip plan suited to long-term goals.
Key Metrics of Axis Midcap Direct Plan-growth
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Standard Deviation16.26%
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Sharpe Ratio0.79%
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Alpha0.07%
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Beta0.84%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Axis Midcap Fund Regular-growth
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₹32,852 | 3.03% | 10.80% | 5.86% | 5.60% | 16.83% |
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Axis Midcap Direct Plan-idcw
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₹32,852 | 3.11% | 11.08% | 6.40% | 6.68% | 18.05% |
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Axis Midcap Fund Regular-idcw
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₹32,852 | 3.03% | 10.80% | 5.86% | 5.60% | 16.83% |
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Axis Nifty Midcap 50 Index Fund Regular-growth
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₹682 | 2.20% | 12.48% | 3.47% | 6.74% | 20.47% |
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Axis Nifty Midcap 50 Index Fund Direct-growth
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₹682 | 2.28% | 12.69% | 3.86% | 7.56% | 21.36% |
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Axis Nifty Midcap 50 Index Fund Direct-idcw
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₹682 | 2.28% | 12.69% | 3.86% | 7.56% | 21.36% |
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Axis Nifty Midcap 50 Index Fund Regular-idcw
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₹682 | 2.20% | 12.48% | 3.47% | 6.74% | 20.47% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 6.57% | ₹2,159.75 Cr |
| Nifty June 2026 Future | Financial | 5.46% | ₹1,794.36 Cr |
| The Federal Bank Ltd | Financial | 3.83% | ₹1,257.98 Cr |
| Fortis Healthcare Ltd | Healthcare | 3.54% | ₹1,162.64 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.04% | ₹997.83 Cr |
| Ge T&d India Ltd | Industrials | 2.90% | ₹952.58 Cr |
| Bse Ltd | Financial | 2.39% | ₹786.22 Cr |
| Schaeffler India Ltd | Industrials | 2.22% | ₹728.08 Cr |
| Cummins India Ltd | Industrials | 2.11% | ₹691.80 Cr |
| Apar Industries Ltd | Diversified | 2.09% | ₹685.75 Cr |
| Solar Industries India Ltd | Materials | 2.07% | ₹679.35 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 2.06% | ₹675.49 Cr |
| Hitachi Energy India Ltd | Industrials | 1.94% | ₹638.31 Cr |
| Phoenix Mills Ltd | Real Estate | 1.93% | ₹634.17 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 1.89% | ₹620.43 Cr |
| Ipca Laboratories Ltd | Healthcare | 1.86% | ₹610.59 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.84% | ₹605.62 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.77% | ₹580.47 Cr |
| Premier Energies Ltd. | Energy & Utilities | 1.67% | ₹549.82 Cr |
| Coromandel International Ltd | Materials | 1.59% | ₹523.68 Cr |
| Pb Fintech Ltd | Financial | 1.59% | ₹521.18 Cr |
| Uno Minda Ltd | Consumer Discretionary | 1.44% | ₹474.07 Cr |
| Vishal Mega Mart Ltd. | Consumer Staples | 1.42% | ₹467.30 Cr |
| Jk Cement Ltd | Materials | 1.40% | ₹458.98 Cr |
| Torrent Power Ltd | Energy & Utilities | 1.33% | ₹438.33 Cr |
| Abbott India Ltd | Healthcare | 1.33% | ₹437.33 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 1.26% | ₹413.81 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 1.24% | ₹408.02 Cr |
| Srf Ltd | Materials | 1.24% | ₹407.42 Cr |
| Bharti Hexacom Ltd. | Technology | 1.22% | ₹400.82 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 1.19% | ₹392.52 Cr |
| Supreme Industries Ltd | Materials | 1.10% | ₹361.46 Cr |
| Coforge Ltd | Technology | 1.08% | ₹354.64 Cr |
| Indian Bank | Financial | 1.07% | ₹352.04 Cr |
| Persistent Systems Ltd | Technology | 1.04% | ₹341.96 Cr |
| Kei Industries Ltd | Industrials | 1.03% | ₹336.90 Cr |
| Blue Star Ltd | Industrials | 1.00% | ₹329.29 Cr |
| Au Small Finance Bank Ltd | Financial | 1.00% | ₹328.11 Cr |
| Jindal Steel & Power Ltd | Materials | 0.96% | ₹314.78 Cr |
| Radico Khaitan Ltd | Consumer Staples | 0.96% | ₹313.85 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 0.95% | ₹313.00 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 0.95% | ₹312.91 Cr |
| Axis Money Market Fund Direct-growth | Unspecified | 0.93% | ₹304.32 Cr |
| Lupin Ltd | Healthcare | 0.87% | ₹287.33 Cr |
| Alkem Laboratories Ltd | Healthcare | 0.87% | ₹285.54 Cr |
| Tube Investments Of India Ltd | Consumer Discretionary | 0.86% | ₹283.45 Cr |
| Bharat Electronics Ltd | Industrials | 0.86% | ₹283.22 Cr |
| Kpr Mills Ltd | Consumer Discretionary | 0.81% | ₹265.40 Cr |
| Page Industries Ltd | Consumer Discretionary | 0.80% | ₹262.68 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 0.79% | ₹259.77 Cr |
| Pi Industries Ltd | Materials | 0.79% | ₹258.38 Cr |
| Shriram Transport Finance Company Ltd | Financial | 0.78% | ₹256.81 Cr |
| L&t Finance Holdings Ltd | Financial | 0.76% | ₹248.26 Cr |
| Trent Ltd | Consumer Discretionary | 0.75% | ₹244.76 Cr |
| Zomato Ltd | Technology | 0.74% | ₹242.75 Cr |
| Mphasis Ltd | Technology | 0.71% | ₹232.89 Cr |
| Bajaj Finance Ltd | Financial | 0.70% | ₹231.52 Cr |
| Info Edge (india) Ltd | Technology | 0.69% | ₹227.28 Cr |
| Voltas Ltd | Industrials | 0.67% | ₹218.66 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 0.65% | ₹213.46 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 0.65% | ₹213.03 Cr |
| Sundaram Finance Ltd | Financial | 0.64% | ₹210.44 Cr |
| Swiggy Ltd. | Technology | 0.60% | ₹198.26 Cr |
| 3m India Ltd | Diversified | 0.57% | ₹185.78 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 0.53% | ₹174.44 Cr |
| Marico Ltd | Consumer Staples | 0.51% | ₹167.47 Cr |
| Lenskart Solutions Ltd. | 0.49% | ₹161.50 Cr | |
| Itc Hotels Ltd | Consumer Discretionary | 0.48% | ₹159.17 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 0.48% | ₹157.50 Cr |
| Prestige Estates Projects Ltd | Real Estate | 0.47% | ₹156.01 Cr |
| Oracle Financial Services Software Ltd | Technology | 0.46% | ₹152.41 Cr |
| Icici Bank Ltd | Financial | 0.46% | ₹150.19 Cr |
| Fine Organic Industries Ltd | Materials | 0.43% | ₹140.88 Cr |
| Astral Ltd | Industrials | 0.43% | ₹140.59 Cr |
| Lg Electronics India Ltd. | Consumer Discretionary | 0.42% | ₹137.15 Cr |
| Ashok Leyland Ltd | Industrials | 0.42% | ₹136.65 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 0.40% | ₹130.67 Cr |
| Tata Communications Ltd | Technology | 0.40% | ₹130.58 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.37% | ₹121.91 Cr |
| Anthem Biosciences Ltd. | Healthcare | 0.36% | ₹118.81 Cr |
| Endurance Technologies Ltd | Consumer Discretionary | 0.36% | ₹117.89 Cr |
| Billionbrains Garage Ventures Ltd. | 0.32% | ₹105.84 Cr | |
| Balkrishna Industries Ltd | Consumer Discretionary | 0.32% | ₹103.60 Cr |
| Indusind Bank Ltd | Financial | 0.28% | ₹92.25 Cr |
| Indus Towers Ltd | Technology | 0.27% | ₹87.42 Cr |
| Linde India Ltd | Materials | 0.21% | ₹68.58 Cr |
| Jyoti Cnc Automation Ltd. | Industrials | 0.19% | ₹63.63 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.17% | ₹54.34 Cr |
| L&t Technology Services Ltd | Technology | 0.16% | ₹52.04 Cr |
| Net Payables | Unspecified | -4.44% | ₹-1,457.05 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Midcap Direct Plan-growth
What is the current AUM of Axis Midcap Direct Plan-growth?
As of Sun May 31, 2026, Axis Midcap Direct Plan-growth manages assets worth ₹32,852.1 crore
How has Axis Midcap Direct Plan-growth performed recently?
- 3 Months: 11.08%
- 6 Months: 6.40%
What is the long-term performance of Axis Midcap Direct Plan-growth?
- 3 Years CAGR: 18.05%
- 5 Years CAGR: 15.77%
- Since Inception: 18.73%
What is the portfolio composition of Axis Midcap Direct Plan-growth?
Equity: 96.93%, Debt: 7.50%, Others: -4.44%.
Who manages Axis Midcap Direct Plan-growth?
Axis Midcap Direct Plan-growth is managed by Shreyash Devalkar from Axis Mutual Fund.
What is the market-cap allocation of Axis Midcap Direct Plan-growth?
Large Cap: 15.40%, Mid Cap: 80.04%, Small Cap: 4.56%.
Which are the top companies Axis Midcap Direct Plan-growth has invested in?
- Others CBLO – 6.57% of the fund's portfolio
- NIFTY June 2026 Future – 5.46% of the fund's portfolio
- The Federal Bank Ltd – 3.83% of the fund's portfolio
- Fortis Healthcare Ltd – 3.54% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 3.04% of the fund's portfolio
Which are the major sectors Axis Midcap Direct Plan-growth focuses on?
- Financial – 24.63% of the fund's portfolio
- Industrials – 16.86% of the fund's portfolio
- Consumer Discretionary – 15.32% of the fund's portfolio
- Healthcare – 10.25% of the fund's portfolio
- Materials – 9.78% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
