Axis Midcap Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Mid Cap Fund

Scheme Objective

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

Scheme Details

Fund manager(s) – Nitin Arora , Shreyash Devalkar , Vinayak Jayanath
Launch date – 02-Jan-2013
Expense ratio – 0.56% as declared on 31-Aug-2025 (category average is 0.76%)
Benchmark - BSE Midcap 150 TRI

Min SIP amount - ₹
Min investment amount (one time- first time) - ₹
Min investment amount (addtional purchase) - ₹
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Axis Midcap Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

31056.04

0.00

0.00%

Aug - 2025	31056.04	0.00%
Jul - 2025	31383.93	0.00%
Jun - 2025	32068.52	0.00%
May - 2025	30501.51	0.00%
Apr - 2025	28809.45	0.00%
Mar - 2025	28063.01	0.00%
Feb - 2025	26087.92	0.00%
Jan - 2025	28380.17	0.00%

2024

30828.75

0.00

0.00%

Dec - 2024	30828.75	0.00	0.00%
Nov - 2024	30329.59	0.00	0.00%
Oct - 2024	30008.06	0.00	0.00%
Sep - 2024	32015.56	0.00	0.00%
Aug - 2024	31321.58	0.00	0.00%
Jul - 2024	30854.63	0.00	0.00%
Jun - 2024	30143.58	0.00	0.00%
May - 2024	27747.62	328343.99	8.45%
Apr - 2024	26636.78	316423.94	8.42%
Mar - 2024	25536.68	297292.13	8.59%
Feb - 2024	25264.05	295758.18	8.54%
Jan - 2024	24533.62	290297.33	8.45%

2023

24563.59

281345.43

8.73%

Dec - 2023	24563.59	281345.43	8.73%
Nov - 2023	23549.10	264218.94	8.91%
Oct - 2023	21962.26	241237.72	9.10%
Sep - 2023	22655.70	245486.91	9.23%
Aug - 2023	22664.68	239421.46	9.47%
Jul - 2023	22177.63	229866.21	9.65%
Jun - 2023	21779.96	218109.35	9.99%
May - 2023	20804.92	204483.29	10.17%
Apr - 2023	19539.49	192569.02	10.15%
Mar - 2023	18748.75	183403.31	10.22%
Feb - 2023	18920.41	183028.61	10.34%
Jan - 2023	18756.06	182996.48	10.25%

2022

19144.39

184722.99

10.36%

Dec - 2022	19144.39	184722.99	10.36%
Nov - 2022	19741.37	186268.86	10.60%
Oct - 2022	19708.09	181746.73	10.84%
Sep - 2022	19461.79	177758.59	10.95%
Aug - 2022	19503.85	176946.61	11.02%
Jul - 2022	18676.62	167332.87	11.16%
Jun - 2022	16566.73	149724.92	11.06%
May - 2022	17164.77	154759.05	11.09%
Apr - 2022	17678.92	161161.00	10.97%
Mar - 2022	17644.76	158751.76	11.11%
Feb - 2022	16517.68	151140.28	10.93%
Jan - 2022	16754.33	157477.52	10.64%

2021

16835.10

156715.88

10.74%

Dec - 2021	16835.10	156715.88	10.74%
Nov - 2021	16107.43	151037.17	10.66%
Oct - 2021	15987.99	152756.83	10.47%
Sep - 2021	15394.86	151197.63	10.18%
Aug - 2021	14803.76	146144.10	10.13%
Jul - 2021	13834.27	142315.58	9.72%
Jun - 2021	12812.96	134445.27	9.53%
May - 2021	11834.27	126852.97	9.33%
Apr - 2021	10898.59	118451.57	9.20%
Mar - 2021	10431.65	115981.72	8.99%
Feb - 2021	9757.42	113097.17	8.63%
Jan - 2021	8608.32	102505.34	8.40%

2020

8514.60

103851.21

8.20%

Dec - 2020	8514.60	103851.21	8.20%
Nov - 2020	7877.53	100365.38	7.85%
Oct - 2020	6949.30	90101.70	7.71%
Sep - 2020	6731.64	90145.54	7.47%
Aug - 2020	6306.68	88541.98	7.12%
Jul - 2020	5867.24	83084.02	7.06%
Jun - 2020	5510.73	79752.38	6.91%
May - 2020	5156.50	73125.31	7.05%
Apr - 2020	5098.37	74265.11	6.87%
Mar - 2020	4433.04	65597.44	6.76%
Feb - 2020	5192.94	88741.48	5.85%
Jan - 2020	4817.74	90874.76	5.30%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Axis Asset Management Co. Ltd.

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel, Mumbai, Maharashtra, Pin: 400 013 Mumbai 400025
Tel no.: 022-66496100
Fax no.: 022-43255199
Website.: https://www.axismf.com

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krishna_ksvs
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7 days ago

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42 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more | 1

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1 days ago

diversify your investment portfolio with state-secured confidence ✔️ coupon: 7.65% ✔️ tenor: 7y 4m (maturity: 22/feb/2033) a state government security designed for investors seeking predictable, low-risk growth with assured payouts and sovereign trust. ???? explore on the fixed income: https://www.thefixedincome.com/product/dvjhdfpbpt0=/765-haryana-sdl-2033?utm_source=moneycontrol&utm_medium=forum&utm_campaign=product_list View more

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  diversify your investment portfolio with state-secured confidence ✔️ coupon: 7.65% ✔️ tenor: 7y 4m (maturity: 22/feb/2033) a state government security designed for investors seeking predictable, low-risk growth with assured payouts and sovereign trust. ???? explore on the fixed income: https://www.thefixedincome.com/product/dvjhdfpbpt0=/765-haryana-sdl-2033?utm_source=moneycontrol&utm_medium=forum&utm_campaign=product_list
  
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71 days ago

Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know. View more

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  Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know.
  
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sunny85deol
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108 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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108 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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