36.95
NAV (Mar 28,2024)

Invest in the Axis Midcap Fund - Regular Plan - IDCW, a top-performing mutual fund with an expense ratio of 1.6. This fund offers an attractive PE ratio of 58.68 and a PB ratio of 11.84. With a scheme AUM of ₹25,264.05 crore, this fund is a reliable choice for investors. The minimum investment required is just ₹100, and there is no lock-in period. Established on 18th February 2011, this fund has a proven track record of delivering excellent returns.

Axis Midcap Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Axis Midcap Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    58.68
  • P/B Ratio
    UM_URBAN_MONEY

    11.84
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.72
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.34

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.60%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

25264.05 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Mar 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,564.53 (5.65%)11,441.12 (14.41%)14,380.88 (43.81%)16,822.34 (68.22%)24,824.18 (148.24%)
31,693.59 (5.65%)34,323.36 (14.41%)43,142.64 (43.81%)50,467.02 (68.22%)74,472.54 (148.24%)
52,822.65 (5.65%)57,205.6 (14.41%)71,904.4 (43.81%)84,111.7 (68.22%)1,24,120.9 (148.24%)
84,516.24 (5.65%)91,528.96 (14.41%)1,15,047.04 (43.81%)1,34,578.72 (68.22%)1,98,593.44 (148.24%)
1,05,645.3 (5.65%)1,14,411.2 (14.41%)1,43,808.8 (43.81%)1,68,223.4 (68.22%)2,48,241.8 (148.24%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Trent Limited4.72%
  • The Indian Hotels Company Limited4.26%
  • Persistent Systems Limited3.30%
  • Cholamandalam Investment and Finance Company Ltd3.29%
  • Supreme Industries Limited3.27%
  • Clearing Corporation of India Ltd3.24%
  • Cummins India Limited3.04%
  • Sona BLW Precision Forgings Limited2.76%
  • ICICI Bank Limited2.68%
  • The Phoenix Mills Limited2.51%
  • Astral Limited2.38%
  • TVS Motor Company Limited2.30%
  • UNO Minda Limited2.27%
  • PI Industries Limited2.17%
  • Fortis Healthcare Limited2.15%
  • Coforge Limited2.03%
  • Schaeffler India Limited2.00%
  • CG Power and Industrial Solutions Limited1.99%
  • JK Cement Limited1.98%
  • Abbott India Limited1.85%
  • ABB India Limited1.85%
  • Sundaram Finance Limited1.84%
  • Net Receivables Payables1.81%
  • Coromandel International Limited1.76%
  • Alkem Laboratories Limited1.65%
  • Tata Communications Limited1.57%
  • Bajaj Finance Limited1.47%
  • Avenue Supermarts Limited1.28%
  • The Federal Bank Limited1.28%
  • Grindwell Norton Limited1.26%
  • Voltas Limited1.18%
  • Tata Power Company Limited1.17%
  • Max Healthcare Institute Limited1.16%
  • Lupin Limited1.01%
  • Hindustan Petroleum Corporation Limited0.99%
  • Linde India Limited0.98%
  • M India Limited0.98%
  • Solar Industries India Limited0.93%
  • Balkrishna Industries Limited0.92%
  • Bharat Electronics Limited0.92%
  • Motherson Sumi Wiring India Limited0.90%
  • PB Fintech Limited0.87%
  • Apar Industries Limited0.85%
  • Endurance Technologies Limited0.81%
  • Bata India Limited0.79%
  • Indian Bank0.78%
  • SKF India Limited0.76%
  • ZF Commercial Vehicle Control Systems India Limited0.73%
  • Bharat Forge Limited0.63%
  • K P R Mill Limited0.62%
  • Dixon Technologies India Limited0.62%
  • MphasiS Limited0.61%
  • Mahindra & Mahindra Financial Services Limited0.60%
  • Carborundum Universal Limited0.55%
  • Jubilant Foodworks Limited0.54%
  • Fine Organic Industries Limited0.53%
  • Zomato Limited0.53%
  • IPCA Laboratories Limited0.52%
  • Crompton Greaves Consumer Electricals Limited0.50%
  • State Bank of India0.49%
  • NHPC Limited0.48%
  • Mankind Pharma Limited0.48%
  • Jindal Steel & Power Limited0.45%
  • Bharat Dynamics Limited0.41%
  • Torrent Power Limited0.38%
  • Timken India Limited0.34%
  • Honeywell Automation India Limited0.34%
  • Page Industries Limited0.34%
  • Oberoi Realty Limited0.32%
  • Prestige Estates Projects Limited0.31%
  • Sumitomo Chemical India Limited0.30%
  • CreditAccess Grameen Limited0.30%
  • Vedant Fashions Limited0.28%
  • L&T Finance Holdings Limited0.27%
  • Aditya Birla Fashion and Retail Limited0.26%
  • Torrent Pharmaceuticals Limited0.19%
  • The Ramco Cements Limited0.18%
  • Navin Fluorine International Limited0.17%
  • JB Chemicals & Pharmaceuticals Limited0.16%
  • Atul Limited0.12%
  • Ajanta Pharma Limited0.10%
  • KEI Industries Limited0.09%
  • Godrej Properties Limited0.08%
  • Sundram Fasteners Limited0.08%
  • United Breweries Limited0.07%
  • Varun Beverages Limited0.05%
  • Jyoti CNC Automation Ltd0.01%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.18%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.82%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.06%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.21%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

23.41%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.16%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.18%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.28%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

15.36%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

14.36%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

63.95%

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

60.01%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

54.79%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

50.77%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.79%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.28%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

47.73%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

45.91%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

44.56%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

30.15%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

28.13%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.15%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.87%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.70%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

25.06%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

24.30%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.68%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

22.86%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

25.60%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.77%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.57%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

21.34%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

20.09%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.96%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

18.85%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

Fund Managers

SD

Mr. Shreyash DevalkarFund Manager - Equities

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.

NA

Mr. Nitin AroraFund Manager

KN

Mr. Krishnaa N

Get your latest Credit Score, FREE

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