Axis Midcap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.8%
Sharpe Ratio0.04
Beta0.93
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Fortis Healthcare LtdServices3.29%
Coromandel International LtdCapital Goods3.04%
Persistent Systems LtdTechnology2.64%
Indian Hotels Co LtdConsumers2.58%
Clearing Corporation Of India LtdUtilities2.56%
Bharti Hexacom LtdServices2.50%
Solar Industries India LtdCapital Goods2.50%
JK Cement LtdCapital Goods2.34%
UNO Minda LtdConsumers2.18%
The Federal Bank LtdFinancial Services2.13%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.57%
Regulatory & Tax Information
INF846K01867
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)