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Axis Midcap Direct Plan-idcw
Equity
Mid Cap
Very High Risk
Latest AUM
₹ 28,834.5 Cr.
NAV as on 24 jul, 2026
₹ 54.15
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
Axis Midcap Direct Plan-idcw
Lock In
No Lock-in
SIP Minimum Investment amount
₹10
SWP Minimum Investment amount
₹1000
STP Minimum Investment amount
₹1000
Risk
Principal at very high risk
Portfolio Composition Analysis
Equity
93.31%
Debt
12.37%
Portfolio Updated on: 10 Jul, 2026
Sector Allocations
Equity
Financial
Industrials
Consumer Discretionary
Materials
Healthcare
Technology
Energy & Utilities
Real Estate
Consumer Staples
Diversified
Portfolio Updated on: 24 jul, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| NIFTY July 2026 Future | Financial | Index Derivatives | 1.00% |
| NIFTY May 2026 Future | Financial | Index Derivatives | 1.00% |
| NIFTY June 2026 Future | Financial | Index Derivatives | 1.00% |
| The Federal Bank Ltd | Financial | Equity | 1.00% |
| Fortis Healthcare Ltd | Healthcare | Equity | 4.04% |
| Fortis Healthcare Ltd | Healthcare | Equity | 4.04% |
| Fortis Healthcare Ltd | Healthcare | Equity | 4.14% |
| The Federal Bank Ltd | Financial | Equity | 3.98% |
| The Federal Bank Ltd | Financial | Equity | 1.00% |
| The Federal Bank Ltd | Financial | Equity | 1.00% |
Debt & Credit Risk Analysis
| Alpha | 0.53% |
| Beta | 0.84% |
| Sharpe Ratio | 0.76% |
| Standard Deviation | 15.55% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | 4.39% | NA | 4.37% |
| 6 Months | 11.54% | NA | 15.67% |
| 9 Months | 4.72% | NA | 4.40% |
| 1 Year | 5.19% | 5.19% | -0.50% |
| 2 Years | 11.66% | 5.67% | 23.18% |
| 3 Years | 62.72% | 17.62% | 22.72% |
| 5 Years | 99.83% | 14.85% | 26.92% |
| 7 Years | 273.64% | 20.72% | NA |
| 10 Years | 416.77% | 17.85% | 16.72% |
Axis Midcap Direct Plan-idcw is one Equity mutual fund offered by Axis Mutual Fund. the fund aims capital appreciation over long term. investing predominantly in equity & equity related instruments of Mid Cap companies. It manages assets worth ₹28,834.5 crore as on Tue Mar 31, 2026. The expense ratio stands at 0.54%.
Krishnaa Narayan has experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Nitin Arora has experience Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..
Shreyash Devalkar has experience Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Top Performing Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth | 31,046.7 | +3.58% | +7.18% | +6.67% | -3.96% | +19.57% | +22.53% |
| Motilal Oswal Midcap Fund Direct-idcw | 31,046.7 | +3.58% | +7.18% | +6.67% | -3.96% | +19.57% | +22.53% |
| Motilal Oswal Midcap Fund Regular-growth | 31,046.7 | +3.52% | +6.97% | +6.26% | -4.73% | +18.42% | +21.26% |
| Motilal Oswal Midcap Fund Regular-idcw | 31,046.7 | +3.52% | +6.97% | +6.26% | -4.73% | +18.42% | +21.26% |
| Invesco India Mid Cap Fund Direct-growth | 9,895.3 | +0.30% | +9.10% | +15.12% | +7.50% | +25.44% | +20.54% |
| Invesco India Mid Cap Fund Direct-idcw | 9,895.3 | +0.30% | +9.10% | +15.12% | +7.50% | +25.44% | +20.54% |
| HDFC Mid Cap Fund Direct-growth | 85,357.9 | -0.25% | +4.24% | +4.61% | +4.83% | +19.40% | +20.01% |
| HDFC Mid Cap Fund Direct-idcw | 85,357.9 | -0.25% | +4.24% | +4.61% | +4.83% | +19.40% | +20.01% |
| Nippon India Growth Mid Cap Fund Direct-growth | 39,676.1 | -1.16% | +2.81% | +10.11% | +6.30% | +21.52% | +19.80% |
| Nippon India Growth Mid Cap Fund Direct-idcw | 39,676.1 | -1.16% | +2.81% | +10.11% | +6.30% | +21.52% | +19.80% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from Axis Mutual Fund
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Axis Midcap Direct Plan-growth | 28,834.5 | -0.43% | +4.39% | +11.54% | +5.19% | +17.62% | +14.85% |
| Axis Midcap Fund Regular-growth | 28,834.5 | -0.50% | +4.13% | +10.98% | +4.13% | +16.42% | +13.58% |
| Axis Midcap Fund Regular-idcw | 28,834.5 | -0.50% | +4.13% | +10.98% | +4.13% | +16.42% | +13.58% |
| Axis Nifty Midcap 50 Index Fund Regular-growth | 565.9 | +0.16% | +5.73% | +8.10% | +6.33% | +18.36% | — |
| Axis Nifty Midcap 50 Index Fund Direct-growth | 565.9 | +0.23% | +5.94% | +8.52% | +7.15% | +19.24% | — |
| Axis Nifty Midcap 50 Index Fund Direct-idcw | 565.9 | +0.23% | +5.94% | +8.52% | +7.15% | +19.24% | — |
| Axis Nifty Midcap 50 Index Fund Regular-idcw | 565.9 | +0.16% | +5.73% | +8.10% | +6.33% | +18.36% | — |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth | 85,357.9 | -0.30% | +4.10% | +4.31% | +4.19% | +18.64% | +19.22% |
| HDFC Mid Cap Fund Direct-growth | 85,357.9 | -0.25% | +4.24% | +4.61% | +4.83% | +19.40% | +20.01% |
| HDFC Mid Cap Fund Regular-idcw | 85,357.9 | -0.30% | +4.10% | +4.31% | +4.19% | +18.64% | +19.22% |
| HDFC Mid Cap Fund Direct-idcw | 85,357.9 | -0.25% | +4.24% | +4.61% | +4.83% | +19.40% | +20.01% |
| Kotak Midcap Fund Regular-growth | 55,676.0 | -0.65% | +4.01% | +11.99% | +4.44% | +18.79% | +16.55% |
| Kotak Midcap Fund Direct-growth | 55,676.0 | -0.57% | +4.26% | +12.54% | +5.49% | +20.04% | +17.86% |
| Kotak Midcap Fund Regular-idcw | 55,676.0 | -0.65% | +4.01% | +11.99% | +4.44% | +18.79% | +16.55% |
| Kotak Midcap Fund Direct-idcw | 55,676.0 | -0.57% | +4.26% | +12.54% | +5.49% | +20.04% | +17.86% |
| Nippon India Growth Mid Cap Fund-growth | 39,676.1 | -1.22% | +2.62% | +9.70% | +5.47% | +20.55% | +18.86% |
| Nippon India Growth Mid Cap Fund Direct-growth | 39,676.1 | -1.16% | +2.81% | +10.11% | +6.30% | +21.52% | +19.80% |
Top funds are based on Fund AUM
Top Equity Funds
| Fund name | ||||
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth | ₹112.30 | +19.57% | +22.53% | — |
| Motilal Oswal Midcap Fund Direct-idcw | ₹45.80 | +19.57% | +22.53% | — |
| Motilal Oswal Midcap Fund Regular-growth | ₹97.25 | +18.42% | +21.26% | — |
| Motilal Oswal Midcap Fund Regular-idcw | ₹43.95 | +18.42% | +21.26% | — |
| Invesco India Mid Cap Fund Direct-growth | ₹236.65 | +25.44% | +20.54% | — |
| Invesco India Mid Cap Fund Direct-idcw | ₹82.62 | +25.44% | +20.54% | — |
| Hdfc Mid Cap Fund Direct-growth | ₹227.32 | +19.40% | +20.01% | — |
| Hdfc Mid Cap Fund Direct-idcw | ₹80.72 | +19.40% | +20.01% | — |
| Nippon India Growth Mid Cap Fund Direct-growth | ₹4,893.71 | +21.52% | +19.80% | — |
| Nippon India Growth Mid Cap Fund Direct-idcw | ₹189.82 | +21.52% | +19.80% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 24 Jul 2026 | ₹54.15 |
| 23 Jul 2026 | ₹54.24 |
| 22 Jul 2026 | ₹54.74 |
| 21 Jul 2026 | ₹55.14 |
| 20 Jul 2026 | ₹54.89 |
| 17 Jul 2026 | ₹54.68 |
| 16 Jul 2026 | ₹54.71 |
| 15 Jul 2026 | ₹54.97 |
| 14 Jul 2026 | ₹54.53 |
| 13 Jul 2026 | ₹54.74 |
| 10 Jul 2026 | ₹54.81 |
| 09 Jul 2026 | ₹54.23 |
| 08 Jul 2026 | ₹53.68 |
| 07 Jul 2026 | ₹54.46 |
| 06 Jul 2026 | ₹54.62 |
| 03 Jul 2026 | ₹54.26 |
| 02 Jul 2026 | ₹54.59 |
| 01 Jul 2026 | ₹54.23 |
| 30 Jun 2026 | ₹54.21 |
| 29 Jun 2026 | ₹53.83 |
| 25 Jun 2026 | ₹54.12 |
| 24 Jun 2026 | ₹54.38 |
| 23 Jun 2026 | ₹54.36 |
| 22 Jun 2026 | ₹54.68 |
| 19 Jun 2026 | ₹54.54 |
| 18 Jun 2026 | ₹54.16 |
| 17 Jun 2026 | ₹53.84 |
| 15 Jun 2026 | ₹53.35 |
| 12 Jun 2026 | ₹52.59 |
| 11 Jun 2026 | ₹51.66 |
Portfolio Updated on: 25 Jul, 2026
Fund Growth & Size Analysis
+₹28,834.5 Cr
Since Launch
This Fund
Category Average
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Axis Midcap Direct Plan-idcw Returns Comparison
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Axis Midcap Direct Plan-idcw FAQ'S
- Sharpe Ratio: 0.76%
- Standard Deviation: 15.55%
- Beta: 0.84%
- Alpha: 0.53%
Additional important ratios:
As of Tue Mar 31, 2026, the total assets managed under Axis Midcap Direct Plan-idcw stand at approximately ₹ 28,834.5 crore.
The Axis Midcap Direct Plan-idcw has delivered the following short-term performance:
- 3 Months Return: 4.39%
- 6 Months Return: 11.54%
The historical growth of the Axis Midcap Direct Plan-idcw is reflected through its CAGR returns:
- 3 Year CAGR: 17.62%
- 5 Year CAGR: 14.85%
- Return Since Launch: 18.63%
The portfolio of Axis Midcap Direct Plan-idcw is distributed across different asset classes as follows:
- Equity: 93.31%
- Debt Instruments: 12.37%
The Axis Midcap Direct Plan-idcw is managed by Shreyash Devalkar, representing Axis Mutual Fund.
The Axis Midcap Direct Plan-idcw investments are allocated across market caps in the following manner:
- Large Cap Stocks: 1.00%
- Mid Cap Stocks: 1.00%
- Small Cap Stocks: 1.00%
Top stock holdings of Axis Midcap Direct Plan-idcw include:
- NIFTY July 2026 Future – represents 1.00% of the portfolio
- NIFTY May 2026 Future – represents 1.00% of the portfolio
- NIFTY June 2026 Future – represents 1.00% of the portfolio
- The Federal Bank Ltd – represents 1.00% of the portfolio
- Fortis Healthcare Ltd – represents 4.04% of the portfolio
- Fortis Healthcare Ltd – represents 4.04% of the portfolio
- Fortis Healthcare Ltd – represents 4.14% of the portfolio
- The Federal Bank Ltd – represents 3.98% of the portfolio
- The Federal Bank Ltd – represents 1.00% of the portfolio
- The Federal Bank Ltd – represents 1.00% of the portfolio
Major sector exposures in Axis Midcap Direct Plan-idcw are:
- Financial – accounts for 147.25% of the portfolio
- Industrials – accounts for 146.58% of the portfolio
- Consumer Discretionary – accounts for 108.02% of the portfolio
- Materials – accounts for 98.25% of the portfolio
- Healthcare – accounts for 74.40% of the portfolio
