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Mid Cap · Equity

Axis Midcap Fund

Axis Mutual Fund
Benchmark
BSE Midcap 150 TRI
Riskometer
Very High
Size
₹33,610 cr
Allotted
18 Feb 2011
Holdings as of
Not on record

Axis Midcap Fund is a mid cap fund of Axis Mutual Fund with ₹33,610 cr under management. It is ahead of its benchmark (BSE Midcap 150 TRI) in 3 of 4 periods. Its direct plan charges 0.79% a year. Shreyash Devalkar has managed it for 9.9 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Axis Midcap Fund beaten its benchmark?

Ahead of its benchmark, BSE Midcap 150 TRI, in 3 of 4 periods in AMFI's figures; +3.86% over the last year against +0.01%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (BSE Midcap 150 TRI) in 3 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +3.86%+2.85%+0.01% +3.85 🔒
3y +15.37%+14.20%+13.40% +1.97 🔒
5y +11.42%+10.21%+12.71% −1.29 🔒
10y +17.10%+15.74%+15.87% +1.23 🔒
Ahead in points a year · its rank among Mid Cap funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

What does Axis Midcap Fund cost?

0.79% a year on the direct plan, 1.77% on the regular plan; 8 of 34 funds in its category charge less.

Direct plan
0.79% a year
Category median 0.94%
Regular plan
1.77% a year
Category median 2.01%
Gap
0.98 points
for the same holdings
8 of 34 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Mid Cap Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Axis Midcap Fund?

Shreyash Devalkar, since 23 Nov 2016; Krishnaa N, since 23 Nov 2016; Nitin Arora, since 23 Nov 2016.

Shreyash Devalkar
9.9 years
since 23 Nov 2016
Krishnaa N
9.9 years
since 23 Nov 2016
Nitin Arora
9.9 years
since 23 Nov 2016
Benchmark as filedBSE 150 MidCap TRI
Exit load
If redeemed / switched-out within 3 months from the date of allotment: a) For 10% of investments: NIL b) For remaining investments: 1%. If redeemed / switched-out after 3 months from the date of allotment: NIL
From 4 Scheme Summary Documents filed with NSE, first on 10 Sep 2026; as on 5 Oct 2026

What does Axis Midcap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Axis Midcap Fund?

Shreyash Devalkar (manager) since 23 Nov 2016; Krishnaa N (manager) since 23 Nov 2016; Nitin Arora (manager) since 23 Nov 2016.

What is the expense ratio of Axis Midcap Fund?

0.79% a year on the direct plan and 1.77% on the regular plan (expense report, Oct 2026).

How has Axis Midcap Fund done?

Its direct plan returned +15.37% a year over 3 years against +13.40% for its benchmark, BSE Midcap 150 TRI, as of 13 Oct 2026.

Inside the app

See Axis Midcap Fund beside your own funds in Valarth

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Axis Midcap Fund in the app: beside your own funds, with what you own through them

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