axis-midcap-fund-direct-g

AXIS Midcap Fund - Direct (G)

  1. Equity
  2. High Risk-High Return
  • NAV as on Jul 04, 2025 ₹133.14
  • Total Returns 19.94% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
axis-midcap-fund-direct-g

Overview of AXIS Midcap Fund - Direct (G)

  • Fund House
    AXIS Midcap Fund
  • Fund Size
    ₹30,502 Cr
  • Expense Ratio
    0.54%
  • Benchmark
    BSE Midcap 150 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
  • Minimum SIP Investment
    ₹10
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

AXIS Midcap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

AXIS Midcap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.07%
  • 16.95%
  • 1.7%
  • 4.37%
  • 24.91%
  • 26.21%

Category Average

  • 3.49%
  • 16.92%
  • 0.55%
  • 3.75%
  • 27.48%
  • 29.62%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    11.87%
  • Pharmaceuticals & Biotech
    7.68%
  • Auto Components
    6.85%
  • IT-Software
    6.78%
  • Finance
    5.84%
  • Electrical Equipments
    5.55%

More about AXIS Midcap Fund - Direct (G)

AXIS Midcap Fund - Direct (G) is a mutual fund under the High Risk-High Return category, managed by Axis Mutual Fund. It was launched on 13 Jan 2009, and has been active for over 16 years. As of 30 Jun 2025 the fund manages assets worth ₹30,502 Crores. The expense ratio is 0.54%.

This fund generated returns of 4.37% in the last 1 year. Since its inception, it has provided an average annual return of 19.94%.

The fund's investments are mainly concentrated in sectors like Debt, Pharmaceuticals & Biotech, Auto Components, IT-Software and Finance.

The top five holdings in this fund include prominent companies such as C C I, Fortis Health., Coromandel Inter, Indian Hotels Co and Solar Industries.

Fund Managers

  • Krishnaa N
  • Nitin Arora
  • Shreyash Devalkar

Investment Objective

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

axis-midcap-fund-direct-g

Frequently Asked Questions about AXIS Midcap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Yes, these funds are high-risk as they invest in volatile markets or sectors with the potential for large price swings.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high tolerance for risk and are aiming for significant growth.

  3. How long should I stay invested in {{fund_type}}?

    Long-term investment, usually over five years, is recommended to ride out market volatility.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but frequent withdrawals may reduce your chances of benefiting from potential gains.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios are moderate to high, often between 1% and 2%, due to active management.

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