Axis Midcap

Diversified

Equity

India Growth

Mid Cap

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Axis Midcap Fund Growth invests in mid-size Indian companies, balancing growth and risk.

What This Strategy Does

Axis Midcap Gr is an equity mid-cap fund which captures India's ₹15 trillion mid-cap opportunity through a bottom-up, growth and quality-focused approach, deploying capital across industrials, financials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

-1.5% AnnuallyAlpha

+14.6% vs +9.2% benchmarkSince Inception

+14.1% vs +6.1% benchmark3Y Annualized

+10.0% vs +4.5% benchmark5Y Annualized

Axis Midcap

Benchmark Index

Benchmark Performance Comparison

Axis Mid Cap Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation17.0%

Maximum Drawdown-19.2% | Oct 2024

Sharpe Ratio0.39

Beta0.86

Upside Capture87%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Delivers exposure to India's dynamic mid-cap segment—companies poised for rapid growth as the economy expands. This approach captures the entrepreneurial energy driving India's future, but requires patience through volatility cycles. The long-term impact is the potential for outsized wealth creation from businesses still in their high-growth phase before institutional capital discovers them. Suitable for investors with the conviction to stay invested through sharp drawdowns in pursuit of life-changing returns.

Portfolio Holdings Overview

SectoralAllocation

Financial Services21.46%

Technology7.29%

Energy & Infra2.71%

Services15.62%

Consumers26.56%

Utilities1.17%

Capital Goods25.2%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Clearing Corporation Of India LtdUtilities5.27%

The Federal Bank LtdFinancial Services4.40%

Fortis Healthcare LtdServices3.21%

Apar Industries LtdCapital Goods2.73%

Sona BLW Precision Forgings LtdConsumers2.71%

GE Vernova T&D India LtdCapital Goods2.35%

PB Fintech LtdFinancial Services2.32%

Indian Hotels Co LtdConsumers2.28%

Ipca Laboratories LtdServices2.23%

Phoenix Mills LtdEnergy & Infra2.13%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Krishnaa N

Lead Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

Shreyash Devalkar

Co-Portfolio Manager

Mr. Shreyash Devalkar has experience of 19 years. Manages 36 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,15,152 Cr Holds a MMS degree.

Nitin Arora

Co-Portfolio Manager

Nitin Arora has experience of 11 years. Manages 45 funds at Axis Asset Management Company Limited with an AUM of approximately ₹33,089 Cr

CW Expert Take

Axis operates with entrepreneurial agility despite institutional backing. Their investment philosophy emphasizes quality compounding in equities and prudent credit selection in debt. The fund house has built focused expertise rather than chasing asset gathering, resulting in concentrated portfolios with high-conviction ideas.

32 years

Combined Team Experience

₹ 2,76,682 Cr

Assets Under Management

Firm Overview

AMCAxis Asset Management Company Limited

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.75%

Exit Load1%

Regulatory & Tax Information

INF846K01859

ISIN

DailyDealing Frequency

Nifty Midcap 150 TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)