Aeterna Wealth
Mid Cap · Direct plan · Growth

Axis Midcap Fund (Direct)

Axis Mutual Fund · benchmark Nifty Midcap 150 TRI · 13.8 years old · AMFI code 120505

B
Track-record rating: 17 of 28 in Mid Cap

B (middle of the peer group), score 48.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months5.5%0.9%+4.6%2 / 32
1 year6.0%1.4%+4.7%4 / 30
3 years (a year)17.4%15.3%+2.1%6 / 28
5 years (a year)12.5%14.4%-1.9%9 / 21

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y15.3%
Max fall, 5Y-20.0%
Up capture, 3Y94
Down capture, 3Y78
Information ratio, 3Y0.31
Jensen's alpha, 3Y+3.5%
Beta, 3Y0.84
Sharpe, 3Y0.66

Portfolio

The Federal Bank Limited4.0%
Apar Industries Limited2.8%
Sona BLW Precision Forgings Limited2.7%
Fortis Healthcare Limited2.6%
GE Vernova T&D India Limited2.4%
The Indian Hotels Company Limited2.4%
IPCA Laboratories Limited2.3%
The Phoenix Mills Limited2.3%
Lenskart Solutions Limited2.2%
Eternal Limited2.1%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Axis Midcap Fund (Direct plan)?

₹142.53 on 5 Nov 2026 (Growth option).

What is the expense ratio of Axis Midcap Fund (Direct)?

0.78% a year; the Regular plan's is 1.77%.

What return has Axis Midcap Fund given over 3 years?

17.4% a year (Direct plan) over the 3 years to 5 Nov 2026, against 15.3% for the Nifty Midcap 150 total-return index.

What does Axis Midcap Fund invest in?

Its largest holdings are The Federal Bank Limited, Apar Industries Limited, Sona BLW Precision Forgings Limited, with 84 stocks in all (September 2026 portfolio).

How is Axis Midcap Fund rated?

B: 17 of 28 Direct plans in Mid Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Axis Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.