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InvestVerdict

Axis Midcap Fund

Direct Plan · IDCW Option · Mid Cap · Scheme code 120504

NAV₹56.1700as on 28 Aug 2026
Fund houseAxis Mutual Fund
CategoryMid Cap
Plan & optionDirect · IDCW Option
History13.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 2.576.348.79 1.988.414.76 10.577.9810.85
Nifty Midcap 150
benchmark		 1.724.387.84 13.1317.9318.11 ——22.88
Mid Cap
category median		 ——— 10.2119.8417.23 —17.08—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 16.6% 0.12 0.15 0.85 -10.74% -35.2% 78.55
Nifty Midcap 150
benchmark		 18.3%0.62 0.83—— -37.2%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.

Growth of ₹100 since launch

511923344752014201620182020202220242026InvestVerdict

Drawdown from peak (%)

0%-13%-25%-38%2014201620182020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
624 -21.2% 7.8% 98.6% 32%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Axis Midcap Fund

Direct Plan · IDCW Option

Allocation

By asset

Equity91.49%
Cash & Equivalents7.60%
Mutual Fund Units0.93%

By market cap

Large Cap20.41%
Mid Cap67.03%
Small Cap4.05%
Unclassified0.93%

Concentration

Number of stocks87
Top 5 stocks15.70%
Top 10 stocks26.25%
Top 20 stocks43.77%
Largest holding3.83%
Largest sectorElectrical Equipment 11.70%
Effective stocks68.2
Cash7.60%
InvestVerdict

Axis Midcap Fund

Direct Plan · IDCW Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Unclassified6.57%
2— Unclassified5.46%
3— Banks3.83%
4— Healthcare Services3.54%
5— Capital Markets3.04%
6— Electrical Equipment2.90%
7— Capital Markets2.39%
8— Auto Components2.22%
9— Industrial Products2.11%
10— Electrical Equipment2.09%
11— Chemicals & Petrochemicals2.07%
12— Leisure Services2.06%
13— Electrical Equipment1.94%
14— Realty1.93%
15— Auto Components1.89%
16— Pharmaceuticals & Biotechnology1.86%
17— Electrical Equipment1.84%
18— Auto Components1.77%

Sector split

Electrical Equipment — 11.7%Auto Components — 9.3%Cash & Equivalents — 7.6%Pharmaceuticals & Biotechnology — 6.7%Banks — 6.6%Capital Markets — 5.8%Retailing — 5.6%Industrial Products — 4.7%Finance — 4.3%Other — 37.7%Electrical Equipment11.7%Auto Components9.3%Cash & Equivalents7.6%Pharmaceuticals & Biotech…6.7%Banks6.6%Capital Markets5.8%Retailing5.6%Industrial Products4.7%Finance4.3%Other37.7%
Electrical Equipment11.70%
Auto Components9.34%
Cash & Equivalents7.60%
Pharmaceuticals & Biotechnology6.71%
Banks6.64%
Capital Markets5.75%
Retailing5.64%
Industrial Products4.67%
Finance4.32%
Chemicals & Petrochemicals3.95%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹708,917 ₹108,917 6.61%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Aug 2026.