Axis Mid Cap Fund

Axis Midcap Fund is an open-ended equity scheme that predominantly invests in mid-cap companies. The fund follows a bottom-up investment approach, focusing on businesses with strong fundamentals, economic moats, and potential to deliver sustainable growth over the medium to long term.

As per SEBI regulations, the fund invests at least 65% of its portfolio in mid-cap companies.

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.

•    Focus on innovative, entrepreneurial companies with strong management.
•    Bottom-up stock picking to identify businesses with growth potential.
•    Diversified portfolio with superior liquidity profile.
•    Consistent risk management embedded in the investment process.
•    Potential for higher growth compared to large-cap investments.

The portfolio emphasizes:
•    Companies with strong fundamentals, economic moats, and distinct competitive advantages.
•    Businesses showing consistent cash flows and return on equity over 3–5 years.
•    True-to-label mid-cap allocation with diversified holdings.

The fund avoids companies with poor corporate governance and weak financial metrics.

The fund manager believes that India’s long-term growth story, backed by domestic demand, provides attractive opportunities in sectors like consumption, financial services, industrials, IT, healthcare, and hotels. Selective stock-picking remains key to capturing these opportunities.
Sector(s)/ Stock(s)/ Issuer(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.

Investors who:
•    Want to participate in India’s mid-cap growth potential.
•    Have a long-term investment horizon of at least 5 years.
•    Can tolerate higher volatility compared to large-cap funds.

Mid-cap companies tend to be more volatile than large-caps. While this creates opportunities for higher growth, it also involves higher risk. The fund mitigates this through diversification and disciplined stock selection.

The fund follows a bottom-up approach, selecting companies based on:
•    Fundamentals and growth visibility.
•    Experienced management.
•    Industry leadership or potential to gain market share.
•    Quality of earnings, cash flows, and RoE

Since mid-cap investing requires time for businesses to realize their growth potential, investors are recommended to stay invested for 5 years or more.

Axis Midcap Fund invests in mid-sized companies ranked 101st to 250th by market capitalization. These firms offer a balance of growth potential and risk—more dynamic than large-caps but more stable than small-caps.
•    Large-cap funds focus on the top 100 companies, offering relative stability and lower volatility.
•    Mid-cap funds (like Axis Midcap) target growing businesses with higher return potential and moderate risk.
•    Small-cap funds invest in companies ranked 251st and beyond, which can deliver high returns but come with significantly higher volatility.

Yes, investors can start a SIP in Axis Midcap Fund to benefit from disciplined investing and rupee-cost averaging, especially given the volatility of mid-cap stocks.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.