Axis Midcap Fund - Regular Plan - Growth
Equity
Mid Cap
Axis Midcap Fund Returns
NAV: ₹115.54
As of 2026-05-19
5.81%
1yr
18.59%
3yr
15.31%
5yr
All
Axis Midcap Fund Return Calculator
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Axis Midcap Fund Overview
About Axis Midcap Fund - Regular Plan - Growth
The Axis Midcap Fund - Regular Plan - Growth , a Mid Cap multi-cap fund Open Ended Mutual Funds from Axis Asset Management Company Ltd., has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
Axis Midcap Fund - Regular Plan - Growth - Performance
The Axis Midcap Fund - Regular Plan - Growth has set a great track record, delivering an impressive 1-year return of 5.81. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹32,276.3203 Cr. and the latest NAV declared is 115.54 as on 2026-05-19.
Axis Midcap Fund - Regular Plan - Growth - Investment Strategy
The Axis Midcap Fund - Regular Plan - Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
Axis Midcap Fund - Regular Plan - Growth - Fees and Expenses
The Axis Midcap Fund - Regular Plan - Growth has an expense ratio of 1.33 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.
Axis Midcap Fund - Regular Plan - Growth - SIP Planning
The Axis Midcap Fund - Regular Plan - Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Axis Midcap Fund - Regular Plan - Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Mid Cap provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Mid Cap Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
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Lock-in Period
Nil
Min SIP
100
Min Lumpsum
₹100
Fund Size(Cr)
₹32,276.32
Expense Ratio
1.33%
Exit Load
1%
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
Fund Analysis
About Axis Midcap Fund
Axis Midcap Fund is an open-ended equity scheme primarily investing in the stocks of mid-cap companies.
Investment Objective
The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in equity & equity-related securities of mid size companies. The fund would focus on investing in larger companies within the category.
Benchmark
The Benchmark of the scheme is S&P BSE Midcap Index.
Investment Details
| Particulars | Minimum Amount |
| Minimum Application Amount | Rs.5,000 & in multiples of Rs.1 thereafter |
| Minimum Additional Investment | Rs.100 & in multiples of Rs.1 thereafter |
SIP Details
| Type | Minimum Amount | Minimum Installments |
| Monthly | Rs.1,000 & in multiples of Rs.1 thereafter | 6 |
| Yearly | Rs.12,000 & in multiples of Rs.1 thereafter | 3 |
Loads
Entry Load: Nil
Exit Load:
If units are redeemed or switched out within 1 year - 1%
If units are redeemed or switched out after 1 year - Nil
Suitability
Axis Midcap Fund is suitable for investors with moderate to high-risk appetite and looking to invest for a period of 7 years & above.
Taxation:
As the fund predominantly invests in equity securities, Axis Midcap Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:
- If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1.25 lacs in a financial year is tax-free and above that, it is taxed at the rate of 12.5% without the benefit of indexation.
- If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 20%.
Axis Midcap Fund’s Asset Allocation
Under normal conditions, the pattern of asset allocation is as follows:
| Assets | Minimum indicative allocation (% of total assets) | Maximum indicative allocation (% of total assets) | Risk Profile |
| Equity & Equity related securities of Mid-cap companies | 75 | 100 | High |
| Equity & Equity related securities of other companies | 0 | 25 | High |
| Debt & money market instruments | 0 | 25 | Low to Moderate |
Who should invest in Axis Midcap Fund?
Mid-cap funds are those equity mutual funds that invest in the equity & equity-related securities of the companies with ranks 101 to 250th in terms of market capitalization. These companies generally have higher growth potential as compared to large cap funds.The midcap stocks usually have a higher volatility than large caps & lower volatility as compared to smallcaps.
Investments in Axis Midcap Fund can be made by investors who want to diversify their equity mutual fund portfolio by making investments in different market capitalizations. The focus on investing in larger companies in the midcap segment makes investments in this fund relatively stable than other funds in the midcap category.
Investors looking to invest in equity funds with moderately high risk-reward characteristics could consider investments in this fund. The fund can be a good investment to achieve diversification in the investor’s equity portfolio.
Also Read: Best Mid Cap Funds to Invest in India
Eligibility
The following people are eligible for investing in this scheme:
- Indian Resident Adults (single holder or on a joint basis)
- Hindu Undivided Family
- Partnership entities
- Limited Liability Partnership units
- Minor through parent or a legal guardian
- Sole Proprietor
- Corporates, PSUs & others.
- NRIs/POIs/OCIs
- Banks & Financial Institutions
- Religious & Charitable Trusts
- Defense & paramilitary units
- Foreign Portfolio Investors
- Pension/Provident/Gratuity Funds
- Trustee, AMCs or Sponsors
- Other schemes of Axis or other mutual funds
- Alternative Investment Funds
- Others
How to invest in Axis Midcap Fund?
You can invest in Axis Midcap Fund through any AMFI distributor, AMC, banks or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.
More Axis Funds:
Axis Bluechip Fund Regular Plan
Axis Long Term Equity Fund Growth
Axis Multicap Fund Regular Plan Growth
Axis Focused 25 Fund Growth
Axis Small Cap Fund Growth
Axis Liquid Fund Growth
Axis ESG Equity Fund Growth
Axis Midcap Fund Holdings
Axis Midcap Fund AMC Details
Fund House
Axis Asset Management Company Ltd.
Fund Manager
Aditya Pagaria
Axis Midcap Fund FAQs
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Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.