Axis Midcap Fund - Growth - Regular Plan

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  • Net Change on 25-02-2021

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Midcap Fund - Regular Plan - Growth 6.06 13.19 27.00 17.64 20.19 18.26
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap 9.63 23.66 32.24 7.06 16.31 19.01
S&P BSE Mid-Cap - TRI 9.82 23.88 33.73 8.21 17.61 10.60

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 27.00 17.64 20.19 1.87 8,608.32
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 27.58 8.31 17.16 1.68 23,988.37
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 23.01 10.55 18.88 1.81 9,815.12
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 31.11 12.56 19.82 1.82 9,162.03
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 27.94 11.32 18.28 1.97 8,153.70
Franklin India Prima Fund-Growth Dec 01, 1993 27.54 9.00 16.16 1.89 6,835.56

Fund Holdings as on 31-January-2021

  • Cholamandalam Investment and Finance Company Limited

  • Clearing Corporation of India Ltd

  • Voltas Limited

  • PI Industries Limited

  • Astral Poly Technik Limited

  • City Union Bank Limited

  • HDFC Bank Limited

  • Supreme Industries Limited

  • Bajaj Finance Limited

  • Endurance Technologies Limited

  • IPCA Laboratories Limited

  • Avenue Supermarts Limited

  • Tata Consumer Products Limited

  • Crompton Greaves Consumer Electricals Limited

  • ICICI Bank Limited

  • MphasiS Limited

  • Balkrishna Industries Limited

  • Bata India Limited

  • Trent Limited

  • JK Cement Limited

  • Coromandel International Limited

  • Coforge Limited

  • Gujarat Gas Limited

  • Tata Elxsi Limited

  • ACC Limited

  • Whirlpool of India Limited

  • Kotak Mahindra Bank Limited

  • MindTree Limited

  • Honeywell Automation India Limited

  • Jindal Steel & Power Limited

  • The Indian Hotels Company Limited

  • Cadila Healthcare Limited

  • The Ramco Cements Limited

  • L&T Technology Services Limited

  • Sundaram Finance Limited

  • Info Edge (India) Limited

  • Alkem Laboratories Limited

  • Divi's Laboratories Limited

  • V-Guard Industries Limited

  • AIA Engineering Limited

  • Torrent Pharmaceuticals Limited

  • Gujarat State Petronet Limited

  • Abbott India Limited

  • Bharti Airtel Limited

  • Sumitomo Chemical India Limited

  • Sanofi India Limited

  • 3M India Limited

  • TTK Prestige Limited

  • Aditya Birla Fashion and Retail Limited

  • EPL Limited

  • Aarti Industries Limited

  • Alembic Pharmaceuticals Limited

  • Gland Pharma Limited

  • Tata Communications Limited

  • ICICI Securities Limited

  • Indigo Paints Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Retailing

  • IT - Software

  • Plastic Products

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Pesticides & Agrochemicals

  • Miscellaneous

  • Air Conditioners

  • Auto Ancillary

  • Consumer Food

  • Tyres & Allied

  • Fertilizers

  • Trading

  • Consumer Durables - Electronics

  • Steel/Sponge Iron/Pig Iron

  • Hotel, Resort & Restaurants

  • Engineering

  • BPO/ITeS

  • Telecommunication - Service Provider

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Gas Transmission/Marketing

  • Diversified

  • Chemicals

  • Finance - Stock Broking

  • Paints

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Fund Manager

  • Education:Engineer from UDCT and PGDM from the JBIMS, Mumbai
  • Experience:5 Years
  • Basic Details:Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.
  • Funds Managed:
  • Axis Bluechip Fund
  • Axis Midcap Fund
  • Axis Flexi Cap Fund
  • Cash

  • Equity

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About Axis Midcap Fund

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Scheme Analysis

Axis Midcap Fund is a Equity - Mid Cap Fund fund and belongs to Axis Mutual Fund. It was launched on 18-Feb-2011 and currently has an AUM of ₹8,608.32 crore. Axis Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE Mid-Cap as primary index and S&P BSE Mid-Cap - TRI as secondary index.

The NAV of Axis Midcap Fund ended up ₹0.41(0.76%)yesterday to ₹54.12.

Among its top 3 holdings the fund has exposure to Cholamandalam Investment and Finance Company Limited, and

The Axis Midcap Fund is managed by Shreyash Devalkar and Hitesh Das.

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com