Equity Mid Cap Fund Very High Risk
To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Mid Cap Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 11.46% | 3.86% | -1.04% | 0.75% | 10.24% | 9.47% | 19.51% | 14.74% | 15.7% | 16.85% | 17.38% |
| Category returns | 12.37% | 2.99% | -1.89% | 0.99% | 10.31% | 8.11% | 21.21% | 16.7% | 17.95% | 16.36% | N/A |
| Absolute returns | 0.89% | 2.67% | 1.91% | 1.41% | 7.2% | 16.08% | 67.88% | 89.92% | 103.66% | 374.56% | 1062.9% |
| Rank within category | 25 | 11 | 11 | 15 | 18 | 10 | 24 | 18 | 20 | 8 | N/A |
| Total Schemes in Category | 35 | 33 | 31 | 30 | 30 | 29 | 29 | 25 | 25 | 20 | N/A |
| Mid Cap Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | -3.11% | 41.99% | 3.51% | 11.33% | 26.01% | 39.93% | -5.07% | 29.59% | 30.01% | 1% | 2.81% |
| Q1 returns | -7.9% | 14.59% | -3.13% | 2.1% | -18.01% | 9.15% | -3.76% | -3.2% | 5.55% | -9.56% | -9.27% |
| Q2 returns | 9.06% | 5.57% | 1.86% | 0.96% | 15.26% | 11.42% | -11.5% | 16.2% | 19.45% | 14.08% | 13.31% |
| Q3 Returns | 6.68% | 4.46% | 1.09% | 2.83% | 13.11% | 13% | 14.52% | 5.15% | 7.5% | -3.44% | N/A |
| Q4 Returns | -9.58% | 12.36% | 3.78% | 5.03% | 17.88% | 1.82% | -2.68% | 9.58% | -4.08% | 1.39% | N/A |
Expense ratio: 1.57%
Inclusive of GST
Exit load
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
| Alpha | 0.677846 |
| Beta | 1.0176 |
| Sharpe Ratio | 0.257275 |
| Sortino Ratio | 0.486456 |
| R-Squared | 0.653 |
| Tracking Error | 2.5857 |
| Downside Risk | 20.603 |
| Std. Deviation (Annualised) | 15.2409 |
| Mid Cap Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Midcap Fund - Regular Plan - Growth | 16.79% | 7.93% | 5.15% | 10.17% | 21.6% | 26.86% | 19.18% | 17.45% | 18.83% | 11,341.80 | 1.73 | 0.30 | Very High |
| ICICI Prudential Midcap Fund - Growth | 14.39% | 7.16% | 6.06% | 9.74% | 24.33% | 26.21% | 20.73% | 17.33% | 17.63% | 6,568.77 | 1.87 | 0.33 | Very High |
| WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | 12.32% | 3.24% | -1.05% | 4.25% | 15.16% | 25.61% | 0% | 0% | 20.87% | 4,490.64 | 1.87 | 0.34 | Very High |
| Invesco India Midcap Fund - Regular Plan - Growth | 14.37% | 3.99% | -4.07% | -0.81% | 13.6% | 25.59% | 21.01% | 18.31% | 16.35% | 9,895.34 | 1.72 | 0.31 | Very High |
| Nippon India Growth Mid Cap Fund - Growth Option | 12.91% | 3.99% | 0.76% | 4.07% | 12.26% | 25.44% | 22.24% | 19.06% | 21.94% | 39,676.10 | 1.55 | 0.33 | Very High |
| Edelweiss Mid Cap Fund - Regular Plan - Growth | 11.86% | 0.91% | -0.59% | 2.93% | 10.73% | 24.72% | 21.02% | 18.67% | 13.55% | 13,553.60 | 1.68 | 0.32 | Very High |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 12.54% | 4.61% | 2.74% | 5.74% | 12.03% | 24.21% | 20.1% | 0% | 16.26% | 4,098.63 | 1.85 | 0.32 | Very High |
| Sundaram Mid Cap Fund - Regular Plan - Growth | 11.67% | 1.69% | -1.93% | 2.83% | 11.3% | 24.15% | 19.79% | 15.26% | 23.14% | 11,898.20 | 1.73 | 0.33 | Very High |
| ITI Mid Cap Fund - Regular Plan - Growth | 13.3% | 1.01% | 0.13% | 3.84% | 11.39% | 23.61% | 16.78% | 0% | 16.27% | 1,183.91 | 2.02 | 0.29 | Very High |
| Axis Midcap Fund - Regular Plan - Growth Current | 11.46% | 3.86% | -1.04% | 0.75% | 10.24% | 19.51% | 15.7% | 16.85% | 17.38% | 28,834.50 | 1.58 | 0.26 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Cash & Cash Equivalents and Net Assets | 3.67% |
| Derivatives-Futures | 5.86% | |
| Domestic Equities | 89.54% | |
| Domestic Mutual Funds Units | 0.94% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 10.46% | |
| Banks | 6.60% | |
| Healthcare Services | 3.56% | |
| Capital Markets | 5.89% | |
| Electrical Equipment | 10.44% | |
| Auto Components | 8.83% | |
| Leisure Services | 3.09% | |
| Realty | 2.46% | |
| Industrial Products | 4.45% | |
| Pharmaceuticals & Biotechnology | 6.84% | |
| Fertilizers & Agrochemicals | 2.82% | |
| Chemicals & Petrochemicals | 3.61% | |
| Power | 1.66% | |
| Cement & Cement Products | 1.45% | |
| Retailing | 5.06% | |
| Automobiles | 1.32% | |
| Telecom - Services | 1.72% | |
| IT - Software | 3.67% | |
| Insurance | 1.34% | |
| Consumer Durables | 2.51% | |
| Financial Technology (Fintech) | 1.09% | |
| Ferrous Metals | 0.99% | |
| Agricultural, Commercial & Construction Vehicles | 0.97% | |
| Petroleum Products | 0.92% | |
| Aerospace & Defense | 0.92% | |
| Textiles & Apparels | 1.30% | |
| Finance | 4.45% | |
| Diversified | 0.58% | |
| IT - Services | 0.30% | |
| Industrial Manufacturing | 0.29% | |
| Beverages | 0.27% | |
| Transport Services | 0.13% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 8.78% | |
| NIFTY May 2026 Future | Derivatives-Futures | 5.64% | |
| The Federal Bank Ltd. | Banks | Domestic Equities | 3.87% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 3.56% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 3.43% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 2.59% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 2.25% |
| BSE Ltd. | Capital Markets | Domestic Equities | 2.14% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 2.03% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 1.96% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 1.92% |
| Ipca Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.90% |
| Coromandel International Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 1.83% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.78% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 1.76% |
| Hitachi Energy India Ltd. | Electrical Equipment | Domestic Equities | 1.73% |
| Torrent Power Ltd. | Power | Domestic Equities | 1.66% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 1.63% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 1.59% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 1.54% |
| Bharat Forge Ltd. | Auto Components | Domestic Equities | 1.53% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 1.48% |
| JK Cement Ltd. | Cement & Cement Products | Domestic Equities | 1.45% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 1.37% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 1.32% |
| Abbott India Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.28% |
| Bharti Hexacom Ltd. | Telecom - Services | Domestic Equities | 1.26% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 1.21% |
| Indian Bank | Banks | Domestic Equities | 1.21% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 1.20% |
| SRF Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.17% |
| Blue Star Ltd. | Consumer Durables | Domestic Equities | 1.14% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 1.14% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 1.14% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.09% |
| Coforge Ltd. | IT - Software | Domestic Equities | 1.06% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 1.05% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 0.99% |
| PI Industries Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.98% |
| Ashok Leyland Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.97% |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 0.96% |
| Axis Money Market Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 0.94% | |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.92% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.92% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.90% |
| Alkem Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.87% |
| Tube Investments of India Ltd. | Auto Components | Domestic Equities | 0.82% |
| K.P.R. Mill Ltd. | Textiles & Apparels | Domestic Equities | 0.80% |
| Cholamandalam Financial Holdings Ltd. | Finance | Domestic Equities | 0.79% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.79% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.79% |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 0.78% |
| L&T Finance Ltd. | Finance | Domestic Equities | 0.75% |
| Trent Ltd. | Retailing | Domestic Equities | 0.74% |
| Eternal Ltd. | Retailing | Domestic Equities | 0.74% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 0.74% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.74% |
| Sundaram Finance Ltd. | Finance | Domestic Equities | 0.71% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.69% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.67% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.64% |
| JB Chemicals & Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.62% |
| 3M India Ltd. | Diversified | Domestic Equities | 0.58% |
| Oracle Financial Services Software Ltd. | IT - Software | Domestic Equities | 0.56% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.54% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.53% |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.52% |
| Page Industries Ltd. | Textiles & Apparels | Domestic Equities | 0.50% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 0.50% |
| ZF Commercial Vehicle Control Systems India Ltd. | Auto Components | Domestic Equities | 0.49% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 0.47% |
| LG Electronics India Ltd. | Consumer Durables | Domestic Equities | 0.44% |
| Fine Organic Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.44% |
| Astral Ltd. | Industrial Products | Domestic Equities | 0.42% |
| Endurance Technologies Ltd. | Auto Components | Domestic Equities | 0.40% |
| Anthem Biosciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.37% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.36% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 0.32% |
| Balkrishna Industries Ltd. | Auto Components | Domestic Equities | 0.31% |
| L&T Technology Services Ltd. | IT - Services | Domestic Equities | 0.30% |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 0.29% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 0.27% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.25% |
| Linde India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.22% |
| Tata Communications Ltd. | Telecom - Services | Domestic Equities | 0.21% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.15% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.15% |
| IndusInd Bank Ltd. | Derivatives-Futures | 0.13% | |
| Container Corporation Of India Ltd. | Transport Services | Domestic Equities | 0.13% |
| KPIT Technologies Ltd. | IT - Software | Domestic Equities | 0.10% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 0.08% |
| Petronet LNG Ltd. | Derivatives-Futures | 0.08% | |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | -5.11% | |
| Total | 100.00% |
Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.
Nitin Arora is an Equity Fund manager at Axis AMC. He has been associated with Axis AMC since 2018 and later in June 2023, was elevated to the post of Fund manager. Currently he is responsible for managing Axis India Manufacturing Fund and Axis Value Fund. He is also the co-fund manager for Axis Midcap Fund and Axis Multicap Fund.Prior to this, he was associated with firms like Aviva Life insurance, Emkay Global Financial Services Ltd. as a research analyst.
Krishnaa joined Axis AMC in 2021 as a Research Analyst. In 2024, she was recently elevated to the position of Fund Manager for Foreign Securities.She is the fund manager for the Axis Global Innovation Fund of Fund, Axis NASDAQ 100 Fund of Fund, Axis US Treasury Dynamic Bond ETF Fund of Fund among many others. She began her career with Price Waterhouse Coopers in their Corporate and International Tax Division in 2019.
RETURNS
It is an Open ended scheme that primarily invests in Mid Cap Fund.
To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
The scheme benchmark is the BSE 150 MidCap - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 7.2%
3-year: 18.83%
5-year: 15.28%
Top holdings include names such as:
The NAV is around ₹116.29 (approx.) for the Axis Midcap Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹32,276 Cr.
The expense ratio for the Regular Plan is 1.57.
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹100. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Shreyash Devalkar, Nitin Arora, Krishnaa N
This fund is suitable for investors with a Very High risk tolerance.
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