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Fund Overview of Axis Midcap Direct Plan-growth
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₹33,803.0 CrAUM
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₹141.24NAV
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0.82%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 Direct Plan-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 4.45% | NA | 4.37% |
| 6 Months | 11.29% | NA | 15.67% |
| 1 Year | 6.45% | 6.45% | -0.50% |
| 2 Years | 13.05% | 6.32% | 23.18% |
| 3 Years | 64.70% | 18.09% | 22.72% |
| 5 Years | 102.39% | 15.14% | 26.92% |
| 7 Years | 272.48% | 20.67% | NA |
| 10 Years | 423.02% | 17.99% | 16.72% |
Asset Allocation
equities
93.31%debt instruments
12.37%Axis Midcap Direct Plan-growth is one Equity mutual fund offered by Axis Mutual Fund. the fund aims capital appreciation over long term. investing predominantly in equity & equity related instruments of Mid Cap companies. It manages assets worth ₹33,803.0 crore as on Tue Jun 30, 2026. The expense ratio stands at 0.82%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Midcap Direct Plan-growth
The portfolio allocation consists of 93.31% in equities, 12.37% in debt instruments.Managed by Shreyash Devalkar, it has delivered a return of 6.45% in the last year, a total return since inception of 18.73%.
For those looking to take better investment decisions it is useful to also compare best sip plan suited to long-term goals.
Key Metrics of Axis Midcap Direct Plan-growth
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Standard Deviation16.16%
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Mean17.97%
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Sharpe Ratio0.75%
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Alpha0.69%
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Beta0.84%
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Sortino Ratio0.96%
Fund Details
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Compare Axis Midcap Direct Plan-growth with other mutual funds in the same category
Axis Midcap Direct Plan-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹37,474 | 3.84% | 6.17% | -4.21% | 20.18% | 22.91% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹37,474 | 3.84% | 6.17% | -4.21% | 20.18% | 22.91% |
| Motilal Oswal Midcap Fund Regular-growth |
₹37,474 | 3.77% | 5.96% | -4.98% | 19.02% | 21.64% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹37,474 | 3.77% | 5.96% | -4.98% | 19.02% | 21.64% |
| Invesco India Mid Cap Fund Direct-growth |
₹13,767 | 2.06% | 9.09% | 8.30% | 25.88% | 20.87% |
| Invesco India Mid Cap Fund Direct-idcw |
₹13,767 | 2.06% | 9.09% | 8.30% | 25.88% | 20.87% |
| HDFC Mid Cap Fund Direct-growth |
₹100,858 | 0.44% | 3.16% | 5.11% | 19.78% | 20.23% |
| HDFC Mid Cap Fund Direct-idcw |
₹100,858 | 0.44% | 3.16% | 5.11% | 19.78% | 20.23% |
Nippon India Growth Mid Cap Fund Direct-growth  |
₹49,169 | -1.23% | 1.88% | 7.37% | 21.90% | 19.97% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹49,169 | -1.23% | 1.88% | 7.37% | 21.90% | 19.97% |
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 Fund Regular-growth
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₹33,803 | 0.04% | 4.20% | 10.73% | 5.39% | 16.88% |
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Axis Midcap Direct Plan-idcw
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₹33,803 | 0.11% | 4.45% | 11.29% | 6.45% | 18.09% |
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Axis Midcap Fund Regular-idcw
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₹33,803 | 0.04% | 4.20% | 10.73% | 5.39% | 16.88% |
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Axis Nifty Midcap 50 Index Fund Regular-growth
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₹701 | 0.47% | 4.74% | 7.00% | 6.97% | 18.76% |
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Axis Nifty Midcap 50 Index Fund Direct-growth
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₹701 | 0.54% | 4.95% | 7.41% | 7.80% | 19.64% |
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Axis Nifty Midcap 50 Index Fund Direct-idcw
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₹701 | 0.54% | 4.95% | 7.41% | 7.80% | 19.64% |
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Axis Nifty Midcap 50 Index Fund Regular-idcw
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₹701 | 0.47% | 4.74% | 7.00% | 6.97% | 18.76% |
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 |
₹100,858 | ₹206.31 | 19.02% | 19.44% | 17.32% |
| HDFC Mid Cap Fund Direct-growth |
₹100,858 | ₹228.61 | 19.78% | 20.23% | 18.22% |
| HDFC Mid Cap Fund Regular-idcw |
₹100,858 | ₹51.76 | 19.02% | 19.44% | 17.32% |
| HDFC Mid Cap Fund Direct-idcw |
₹100,858 | ₹81.17 | 19.78% | 20.23% | 18.22% |
| Kotak Midcap Fund Regular-growth |
₹67,611 | ₹145.54 | 19.22% | 17.06% | 17.20% |
| Kotak Midcap Fund Direct-growth |
₹67,611 | ₹170.18 | 20.48% | 18.38% | 18.61% |
| Kotak Midcap Fund Direct-idcw |
₹67,611 | ₹101.39 | 20.48% | 18.38% | 18.61% |
| Kotak Midcap Fund Regular-idcw |
₹67,611 | ₹79.93 | 19.22% | 17.06% | 17.20% |
| Nippon India Growth Mid Cap Fund-growth |
₹49,169 | ₹4,462.62 | 20.92% | 19.02% | 18.11% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹49,169 | ₹4,927.54 | 21.90% | 19.97% | 19.00% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 11.44% | ₹3,868.52 Cr |
| Others Cblo | Unspecified | 11.44% | ₹3,868.52 Cr |
| Others Cblo | Unspecified | 11.44% | ₹3,868.52 Cr |
| Others Cblo | Unspecified | 11.44% | ₹3,868.52 Cr |
| Others Cblo | Unspecified | 12.49% | ₹3,859.31 Cr |
| Others Cblo | Unspecified | 10.50% | ₹3,358.99 Cr |
| Others Cblo | Unspecified | 11.30% | ₹3,257.52 Cr |
| Others Cblo | Unspecified | 8.78% | ₹2,834.28 Cr |
| Others Cblo | Unspecified | 8.38% | ₹2,609.96 Cr |
| Others Cblo | Unspecified | 8.38% | ₹2,609.96 Cr |
| Others Cblo | Unspecified | 7.37% | ₹2,314.30 Cr |
| Others Cblo | Unspecified | 6.95% | ₹2,203.41 Cr |
| Nifty July 2026 Future | Financial | 6.48% | ₹2,191.54 Cr |
| Others Cblo | Unspecified | 6.57% | ₹2,159.75 Cr |
| Others Cblo | Unspecified | 6.42% | ₹2,068.43 Cr |
| Others Cblo | Unspecified | 5.79% | ₹1,857.41 Cr |
| Others Cblo | Unspecified | 5.79% | ₹1,857.41 Cr |
| Nifty May 2026 Future | Financial | 5.64% | ₹1,820.76 Cr |
| Nifty June 2026 Future | Financial | 5.46% | ₹1,794.36 Cr |
| The Federal Bank Ltd | Financial | 4.25% | ₹1,436.92 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹113.66 | 20.18% | 22.91% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹46.36 | 20.18% | 22.91% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹98.43 | 19.02% | 21.64% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹44.48 | 19.02% | 21.64% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹239.85 | 25.88% | 20.87% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹83.74 | 25.88% | 20.87% | - |
| HDFC Mid Cap Fund Direct-growth |
₹228.61 | 19.78% | 20.23% | - |
| HDFC Mid Cap Fund Direct-idcw |
₹81.17 | 19.78% | 20.23% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,927.54 | 21.90% | 19.97% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹191.13 | 21.90% | 19.97% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Midcap Direct Plan-growth
What is the current AUM of Axis Midcap Direct Plan-growth?
As of Tue Jun 30, 2026, Axis Midcap Direct Plan-growth manages assets worth ₹33,803.0 crore
How has Axis Midcap Direct Plan-growth performed recently?
- 3 Months: 4.45%
- 6 Months: 11.29%
What is the long-term performance of Axis Midcap Direct Plan-growth?
- 3 Years CAGR: 18.09%
- 5 Years CAGR: 15.14%
- Since Inception: 18.73%
What is the portfolio composition of Axis Midcap Direct Plan-growth?
Equity: 93.31%, Debt: 12.37%, Others: -5.68%.
Who manages Axis Midcap Direct Plan-growth?
Axis Midcap Direct Plan-growth is managed by Shreyash Devalkar from Axis Mutual Fund.
What is the market-cap allocation of Axis Midcap Direct Plan-growth?
Large Cap: 20.94%, Mid Cap: 74.06%, Small Cap: 5.01%.
Which are the top companies Axis Midcap Direct Plan-growth has invested in?
- Others CBLO – 11.44% of the fund's portfolio
- Others CBLO – 11.44% of the fund's portfolio
- Others CBLO – 11.44% of the fund's portfolio
- Others CBLO – 11.44% of the fund's portfolio
- Others CBLO – 12.49% of the fund's portfolio
Which are the major sectors Axis Midcap Direct Plan-growth focuses on?
- Unspecified – 144.51% of the fund's portfolio
- Financial – 21.84% of the fund's portfolio
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