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Fund Overview of Axis Midcap Fund Regular-idcw
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₹32,852.1 CrAUM
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₹40.37NAV
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1.55%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 Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 10.80% | NA | 4.37% |
| 6 Months | 5.86% | NA | 15.67% |
| 1 Year | 5.60% | 5.60% | -0.50% |
| 2 Years | 9.64% | 4.71% | 23.18% |
| 3 Years | 59.47% | 16.83% | 22.72% |
| 5 Years | 96.65% | 14.48% | 26.92% |
| 7 Years | 227.07% | 18.45% | NA |
| 10 Years | 378.59% | 16.95% | 16.72% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
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Asset Allocation
equities
96.93%debt instruments
7.50%Axis Midcap Fund Regular-idcw is one Equity mutual fund offered by Axis Mutual Fund. Launched on 18 Feb 2011, 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 1.55%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Midcap Fund Regular-idcw
The portfolio allocation consists of 96.93% in equities, 7.50% in debt instruments.Managed by Shreyash Devalkar, it has delivered a return of 5.60% in the last year, a total return since inception of 17.49%.
The latest dividend was declared on 21 Jan 2026 at 33.90% of face value.
Considering individual goals individuals often review best sip plan during the long-term financial strategy.
Key Metrics of Axis Midcap Fund Regular-idcw
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Standard Deviation16.25%
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Sharpe Ratio0.72%
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Alpha-0.98%
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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 Direct Plan-growth
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₹32,852 | 3.11% | 11.08% | 6.40% | 6.68% | 18.05% |
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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 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 Fund Regular-idcw
What is the current AUM of Axis Midcap Fund Regular-idcw?
As of Sun May 31, 2026, Axis Midcap Fund Regular-idcw manages assets worth ₹32,852.1 crore
How has Axis Midcap Fund Regular-idcw performed recently?
- 3 Months: 10.80%
- 6 Months: 5.86%
What is the long-term performance of Axis Midcap Fund Regular-idcw?
- 3 Years CAGR: 16.83%
- 5 Years CAGR: 14.48%
- Since Inception: 17.49%
What is the portfolio composition of Axis Midcap Fund Regular-idcw?
Equity: 96.93%, Debt: 7.50%, Others: -4.44%.
Who manages Axis Midcap Fund Regular-idcw?
Axis Midcap Fund Regular-idcw is managed by Shreyash Devalkar from Axis Mutual Fund.
When was the last dividend declared by Axis Midcap Fund Regular-idcw?
Latest dividend was declared on 21 Jan 2026 at 33.90% of face value.
What is the market-cap allocation of Axis Midcap Fund Regular-idcw?
Large Cap: 15.40%, Mid Cap: 80.04%, Small Cap: 4.56%.
Which are the top companies Axis Midcap Fund Regular-idcw 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 Fund Regular-idcw 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.
