Equity Mid Cap Fund Very High Risk Fund Managers: Shreyash Devalkar, Nitin Arora, Krishnaa N
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 | -8.45% | -8% | -7.09% | -9.21% | 4.2% | 6.6% | 17.43% | 11.55% | 13.65% | 16.25% | 16.77% |
| Category returns | -8.69% | -10.44% | -7.82% | -9.97% | 3.38% | 5.33% | 18.85% | 13.79% | 15.73% | 15.59% | N/A |
| Absolute returns | -8.45% | -8% | -7.09% | -9.21% | 4.2% | 13.64% | 62.08% | 54.88% | 89.63% | 350.74% | 942.8% |
| Rank within category | 12 | 5 | 14 | 15 | 18 | 11 | 21 | 18 | 20 | 6 | N/A |
| Total Schemes in Category | 34 | 32 | 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% | -7.81% |
| 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% | 1.61% |
| 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: 1.56%
Inclusive of GST
Exit load
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
| Alpha | 0.538637 |
| Beta | 1.0036 |
| Sharpe Ratio | 0.257948 |
| Sortino Ratio | 0.480394 |
| R-Squared | 0.645 |
| Tracking Error | 2.502 |
| Downside Risk | 20.0064 |
| Std. Deviation (Annualised) | 14.582 |
| Mid Cap Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | -7.27% | -9.89% | -5.72% | -6.6% | 8.88% | 23.51% | 0% | 0% | 18.1% | 4,694.85 | 1.85 | 0.34 | Very High |
| Invesco India Midcap Fund - Regular Plan - Growth | -9.81% | -13.02% | -10.39% | -11.67% | 5.43% | 23.21% | 18.1% | 17.42% | 15.74% | 10,771.90 | 1.71 | 0.31 | Very High |
| Nippon India Growth Mid Cap Fund - Growth Option | -9.72% | -8.41% | -5.58% | -7.76% | 6.21% | 23.13% | 19.72% | 18.22% | 21.6% | 43,982.50 | 1.52 | 0.34 | Very High |
| HSBC Midcap Fund - Regular Plan - Growth | -7.35% | -7.28% | -4.71% | -5.91% | 11.62% | 22.5% | 16.12% | 16.14% | 18.18% | 12,447.70 | 1.72 | 0.29 | Very High |
| HDFC Mid Cap Fund - Regular Plan - Growth | -9.52% | -10.04% | -4.87% | -6.84% | 7% | 22.44% | 19.76% | 17.54% | 16.75% | 94,256.90 | 1.36 | 0.35 | Very High |
| Edelweiss Mid Cap Fund - Regular Plan - Growth | -9.09% | -10.72% | -6.1% | -9.56% | 5.7% | 22.41% | 18.66% | 17.76% | 13.01% | 14,355.20 | 1.67 | 0.32 | Very High |
| ICICI Prudential Midcap Fund - Growth | -10.08% | -8.67% | -1.55% | -5.52% | 11.1% | 22.26% | 17.77% | 15.99% | 16.97% | 7,280.38 | 1.85 | 0.33 | Very High |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | -7.94% | -7.56% | -3.76% | -6.95% | 4.83% | 21.98% | 18.09% | 0% | 15.02% | 4,440.12 | 1.87 | 0.32 | Very High |
| Sundaram Mid Cap Fund - Regular Plan - Growth | -8.98% | -10.01% | -5.78% | -6.89% | 5.94% | 21.94% | 17.39% | 14.72% | 22.76% | 13,235.50 | 1.73 | 0.32 | Very High |
| Axis Midcap Fund - Regular Plan - Growth Current | -8.45% | -8% | -7.09% | -9.21% | 4.2% | 17.43% | 13.65% | 16.25% | 16.77% | 31,977.10 | 1.56 | 0.26 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Cash & Cash Equivalents and Net Assets | 7.21% |
| Domestic Equities | 88.43% | |
| Derivatives-Futures | 3.40% | |
| Domestic Mutual Funds Units | 0.94% | |
| Preference Shares | 0.02% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 11.57% | |
| Banks | 7.20% | |
| Healthcare Services | 3.85% | |
| Capital Markets | 4.28% | |
| Electrical Equipment | 8.81% | |
| Auto Components | 8.75% | |
| Leisure Services | 3.42% | |
| Realty | 2.50% | |
| Fertilizers & Agrochemicals | 2.88% | |
| Automobiles | 1.81% | |
| Industrial Products | 4.57% | |
| Agricultural, Commercial & Construction Vehicles | 1.77% | |
| Pharmaceuticals & Biotechnology | 6.30% | |
| Chemicals & Petrochemicals | 3.28% | |
| Cement & Cement Products | 1.57% | |
| Power | 1.51% | |
| Telecom - Services | 2.15% | |
| Retailing | 4.88% | |
| Consumer Durables | 2.67% | |
| Insurance | 1.34% | |
| Ferrous Metals | 1.09% | |
| IT - Software | 3.35% | |
| Aerospace & Defense | 1.05% | |
| Finance | 4.73% | |
| Financial Technology (Fintech) | 0.98% | |
| Petroleum Products | 0.97% | |
| Textiles & Apparels | 1.00% | |
| Diversified | 0.66% | |
| Industrial Manufacturing | 0.47% | |
| IT - Services | 0.30% | |
| Oil | 0.13% | |
| Transport Services | 0.13% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 10.50% | |
| The Federal Bank Ltd. | Banks | Domestic Equities | 3.98% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 3.85% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 2.73% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 2.39% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 2.30% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 2.26% |
| Bank Nifty Index March 2026 Future | Derivatives-Futures | 1.97% | |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 1.92% |
| Coromandel International Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 1.87% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 1.81% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 1.80% |
| Ashok Leyland Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 1.77% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 1.73% |
| Ipca Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.63% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 1.61% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.57% |
| JK Cement Ltd. | Cement & Cement Products | Domestic Equities | 1.57% |
| Torrent Power Ltd. | Power | Domestic Equities | 1.51% |
| Indian Bank | Banks | Domestic Equities | 1.48% |
| Bharat Forge Ltd. | Auto Components | Domestic Equities | 1.46% |
| NIFTY March 2026 Future | Derivatives-Futures | 1.43% | |
| Hitachi Energy India Ltd. | Electrical Equipment | Domestic Equities | 1.38% |
| Bharti Hexacom Ltd. | Telecom - Services | Domestic Equities | 1.37% |
| Abbott India Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.35% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 1.30% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 1.27% |
| Blue Star Ltd. | Consumer Durables | Domestic Equities | 1.26% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 1.21% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 1.20% |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 1.17% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 1.15% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 1.14% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 1.09% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 1.07% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 1.05% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.05% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 1.02% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.01% |
| PI Industries Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 1.01% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 0.98% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.98% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.97% |
| SRF Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.97% |
| Axis Money Market Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 0.94% | |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.93% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.88% |
| Sundaram Finance Ltd. | Finance | Domestic Equities | 0.87% |
| HDFC Asset Management Company Ltd. | Capital Markets | Domestic Equities | 0.86% |
| L&T Finance Ltd. | Finance | Domestic Equities | 0.84% |
| Cholamandalam Financial Holdings Ltd. | Finance | Domestic Equities | 0.81% |
| K.P.R. Mill Ltd. | Textiles & Apparels | Domestic Equities | 0.77% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.75% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 0.75% |
| Eternal Ltd. | Retailing | Domestic Equities | 0.75% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.73% |
| Alkem Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.72% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.71% |
| Trent Ltd. | Retailing | Domestic Equities | 0.71% |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 0.67% |
| 3M India Ltd. | Diversified | Domestic Equities | 0.66% |
| JB Chemicals & Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.63% |
| Tube Investments of India Ltd. | Auto Components | Domestic Equities | 0.60% |
| ZF Commercial Vehicle Control Systems India Ltd. | Auto Components | Domestic Equities | 0.59% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.59% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 0.58% |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.58% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.56% |
| Oracle Financial Services Software Ltd. | IT - Software | Domestic Equities | 0.55% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.52% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.49% |
| Balkrishna Industries Ltd. | Auto Components | Domestic Equities | 0.47% |
| Endurance Technologies Ltd. | Auto Components | Domestic Equities | 0.46% |
| Fine Organic Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.45% |
| BSE Ltd. | Capital Markets | Domestic Equities | 0.45% |
| LG Electronics India Ltd. | Consumer Durables | Domestic Equities | 0.45% |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 0.37% |
| Astral Ltd. | Industrial Products | Domestic Equities | 0.33% |
| L&T Technology Services Ltd. | IT - Services | Domestic Equities | 0.30% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.29% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 0.25% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.24% |
| Page Industries Ltd. | Textiles & Apparels | Domestic Equities | 0.23% |
| Linde India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.23% |
| Tata Communications Ltd. | Telecom - Services | Domestic Equities | 0.21% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.21% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.19% |
| Anthem Biosciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.14% |
| Oil India Ltd. | Oil | Domestic Equities | 0.13% |
| Container Corporation Of India Ltd. | Transport Services | Domestic Equities | 0.13% |
| KPIT Technologies Ltd. | IT - Software | Domestic Equities | 0.10% |
| Honeywell Automation India Ltd. | Industrial Manufacturing | Domestic Equities | 0.10% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 0.08% |
| Meesho Ltd. | Retailing | Domestic Equities | 0.08% |
| HDB Financial Services Ltd. | Finance | Domestic Equities | 0.06% |
| Aarti Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.06% |
| Cohance Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.04% |
| 6% TVS Motor Co Non Conv Rede Pref Shares 01SEP26 ** | Preference Shares | 0.02% | |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | -3.29% | |
| Total | 100.00% |
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: 4.2%
3-year: 17.45%
5-year: 13.65%
Top holdings include names such as:
The NAV is around ₹104.28 (approx.) for the Axis Midcap Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹31,977 Cr.
The expense ratio for the Regular Plan is 1.56.
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.
Get personalized Portfolio Management Services designed to grow and protect your wealth.
