Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Mid Cap Fund
Axis Midcap Fund - Regular Plan - IDCW
Axis Mutual Fund · Managed by Shreyash Devalkar; Nitin Arora; Krishnaa N
8weak
Latest NAV
₹41.7000
as of 07 Aug 2026
AUM
—
Expense ratio
—
Inception
14 May 2026
FundScore
8/100weak
Rank #120 of 135 in Mid Cap Fund · top 92%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
3.65%
3M
3.91%
6M
9.08%
1Y
-0.24%
3Y CAGR
7.65%
5Y CAGR
3.87%
Since incep.
9.68%
Fund details
- Fund manager
- Shreyash Devalkar; Nitin Arora; Krishnaa N
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 74%
- Volatility (3Y)
- 15.0%
- Rating (external)
- ★★★★☆as of 30 Jun 2026
Investment objective
To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Pro
Market-cap distribution
Large / mid / small / micro-cap split of this fund's equity holdings, from its latest look-through portfolio. Shown as a share of classified equity.
Large cap15.8%
Mid cap78.6%
Small cap5.7%
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 30 Apr 2026.
The Federal Bank Limited
equity
3.87%
Fortis Healthcare Limited
equity
3.56%
Multi Commodity Exchange of India Limited
equity
3.43%
GE Vernova T&D India Limited
equity
2.59%
Schaeffler India Limited
equity
2.25%
BSE Limited
equity
2.14%
The Indian Hotels Company Limited
equity
2.03%
The Phoenix Mills Limited
equity
1.96%
Cummins India Limited
equity
1.92%
IPCA Laboratories Limited
equity
1.90%
Coromandel International Limited
equity
1.83%
Solar Industries India Limited
equity
1.78%
Apar Industries Limited
equity
1.76%
Hitachi Energy India Limited
equity
1.73%
Torrent Power Limited
equity
1.66%
Premier Energies Limited
equity
1.63%
Bharat Heavy Electricals Limited
equity
1.59%
Sona BLW Precision Forgings Limited
equity
1.54%
Bharat Forge Limited
equity
1.53%
UNO Minda Limited
equity
1.48%
JK Cement Limited
equity
1.45%
Vishal Mega Mart Limited
equity
1.37%
TVS Motor Company Limited
equity
1.32%
Abbott India Limited
equity
1.28%
Bharti Hexacom Limited
equity
1.26%
Persistent Systems Limited
equity
1.21%
Indian Bank
equity
1.21%
ICICI Lombard General Insurance Company Limited
equity
1.20%
SRF Limited
equity
1.17%
Blue Star Limited
equity
1.14%