AXIS Midcap Fund (G) Mutual fund

AXIS Midcap Fund (G)

Q: How to Invest in AXIS Midcap Fund (G) through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is AXIS Midcap Fund (G) good?

The AXIS Midcap Fund (G) has an AUM of ₹30008.06 Cr as on 11/22/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 20.18%. The risk is Very High against the category average of 73.6.

Q: Is AXIS Midcap Fund (G) tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of AXIS Midcap Fund (G)?

There is no lock-in period applicable on AXIS Midcap Fund (G).

Q: What is the expense ratio of AXIS Midcap Fund (G)?

The expense ratio of AXIS Midcap Fund (G) is 1.57%.

Equity

●

Mid Cap

This Fund

15.40% / 3Y Return

12.98% / 3Y Risk

Category Average

20.18% / 3Y

13.02% / 3Y

Fund Details

Current NAV

₹108.72

Expense Ratio

1.57%

Min SIP

₹100

Fund Size

₹30008Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.

Fund Performance

Alpha

5.82%

Beta

0.92

Sharpe Ratio

0.6703

Risk

14.04%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

AXIS Midcap Fund (G) FAQs

Q1. How to Invest in AXIS Midcap Fund (G) through Rupeezy?

Q2. Is AXIS Midcap Fund (G) good?

Q3. Is AXIS Midcap Fund (G) tax free?

Q4. What is the lock-in period of AXIS Midcap Fund (G)?

Q5. What is the expense ratio of AXIS Midcap Fund (G)?

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