AXIS MIDCAP FUND-REG(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
AXIS MIDCAP FUND-REG(G)	market linked	10.22 %	16.12 %	24.10 %
BenchMark : BSE 150 MidCap - TRI	BenchMark Return	10.81	21.68	33.25
Value of Rs. 1,00,000 Invested	current value	110220	156574	294346

scheme objective	To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Category	Mutual Fund > Equity > Mid Cap Fund
Fund Type	Open Ended
Fund Manager	Shreyash Devalkar
Minimum Amount for Lumpsum Investment (Rs.)	100
Minimum Amount for SIP Investment (Rs.)	100
Nav Date	28/04/2025
Nav	103.78
AUM (Cr.)	28063.01
AUM Date	31/03/2025
Expense Ratio Currently	1.58
Expense Ratio Date Currently	31/03/2025
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
Tax Treatment of Income	20% short term capital gains tax, 12.5% long term capital gains tax on incremental gains above 1.25 Lakhs in a given financial year.
Tax Benefit on Investment	Not Available
Withdrawal	Anytime
Pros	Low AUM, Aggressive
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.