Axis Mid Cap Fund

Updated: 06-10-2025 11:36:21 AM

Investment Objective of Axis Mid Cap Fund

Axis Mid Cap Fund seeks to achieve capital appreciation in the long term by investing mainly in the equity and equity related instruments of mid cap companies.

Investment Strategies of Axis Mid Cap Fund

• Axis Mid Cap Fund allocates at least 65% of its portfolio in the stocks of midcap companies, i.e. the top 101st to 250th companies on the basis of market capitalisation.
• The fund invests in:

• • innovative and entrepreneurial businesses having experienced management,
  • market leaders of upcoming industries,
  • higher growth companies in established businesses,
  • businesses with economic moat
    
• The fund focuses on fundamentals-driven investing while also focusing on healthy consistent growth, quality of cash flows & RoE with 3 to 5 years’ view.
  
• The fund avoids investing in businesses having weak financial metrics and bad corporate governance.
  
• The fund seeks to combine the growth potential of mid cap companies with the track record of large cap companies.
• The fund uses a bottom-up approach for stock selection and prefers scalable and asset-light business models, which are crucial for thriving in the mid cap space.
• The fund actively manages its portfolio and keeps it well-diversified across sectors in order to manage risks.

Who Should Invest in Axis Mid Cap Fund?

Axis Mid Cap Fund is an ideal investment fund for investors:

• looking for capital appreciation from equity investing in the medium to long term 
• looking to benefit from the high growth potential of mid cap companies
• having a higher risk appetite for equities and the ability to tolerate higher volatility associated with mid cap companies
• seeking to systematically invest in the fund through SIP (Systematic Investment Plan)

Frequently Asked Questions

What is the risk level of Axis Mid Cap Fund?
According to the fund factsheet published by the fund house, Axis Mid Cap Fund is considered to carry ‘Very High Risk’ for its investors.

Is there any lock-in period in Axis Mid Cap Fund?
Axis Mid Cap Fund does not have a lock-in period. So, the investors of Axis Mid Cap Fund can make redemption requests on any day as per their requirements.

What type of mutual fund is the Axis Mid Cap Fund?
Axis Mid Cap Fund is an open ended equity scheme belonging to the mid cap fund category.

Is Axis Mid Cap Fund an open-ended or close-ended scheme?
Axis Mid Cap Fund is an open-ended equity mutual fund scheme.

What is the benchmark index for Axis Mid Cap Fund?
BSE Midcap 150 TRI (Total Returns Index) is the benchmark index of the Axis Mid Cap Fund. The fund also has Nifty 50 TRI as its additional benchmark index.