Axis Midcap Fund - Growth - Regular Plan

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  • Net Change on 13-07-2020

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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 (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 3.92 10.68 7.85 8.48 7.91 15.41
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap 6.38 18.95 -7.90 -4.00 3.98 16.91
S&P BSE Mid-Cap - TRI 6.52 19.25 -6.71 -2.98 5.20 7.40

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 7.85 8.48 7.91 2.00 5,510.73
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -7.08 -2.91 5.36 1.85 19,938.83
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 3.04 1.69 8.16 1.90 6,962.36
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 -3.50 -0.49 6.81 1.93 6,449.34
Franklin India Prima Fund-Growth Dec 01, 1993 -8.44 -2.06 4.81 1.92 6,192.55
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 -6.05 -0.61 4.71 2.03 6,111.02

Fund Holdings as on 30-June-2020

  • Clearing Corporation of India Ltd

  • Avenue Supermarts Limited

  • IPCA Laboratories Limited

  • Bata India Limited

  • Voltas Limited

  • PI Industries Limited

  • Trent Limited

  • Tata Consumer Products Limited

  • Astral Poly Technik Limited

  • Supreme Industries Limited

  • MphasiS Limited

  • City Union Bank Limited

  • Whirlpool of India Limited

  • Cadila Healthcare Limited

  • Indraprastha Gas Limited

  • Cholamandalam Investment and Finance Company Limited

  • HDFC Bank Limited

  • Alembic Pharmaceuticals Limited

  • Sanofi India Limited

  • Gujarat Gas Limited

  • Bajaj Finance Limited

  • MindTree Limited

  • ICICI Securities Limited

  • Abbott India Limited

  • Endurance Technologies Limited

  • JK Cement Limited

  • Balkrishna Industries Limited

  • 4.75% Axis Bank Limited (01/07/2020)

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Torrent Pharmaceuticals Limited

  • Sundaram Finance Limited

  • NIIT Technologies Limited

  • Alkem Laboratories Limited

  • The Ramco Cements Limited

  • Info Edge (India) Limited

  • ACC Limited

  • AIA Engineering Limited

  • Aditya Birla Fashion and Retail Limited

  • Divi's Laboratories Limited

  • 3M India Limited

  • Sumitomo Chemical India Limited

  • Nifty 50 Index

  • Mahanagar Gas Limited

  • Page Industries Limited

  • Aarti Industries Limited

  • V-Guard Industries Limited

  • TTK Prestige Limited

  • Mahindra & Mahindra Financial Services Limited

  • SKF India Limited

  • WABCO India Limited

  • Crompton Greaves Consumer Electricals Limited

  • Coromandel International Limited

  • Gujarat State Petronet Limited

  • Castrol India Limited

  • Aarti Surfactants Limited **

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Retailing

  • Bank - Private

  • Finance - NBFC

  • Plastic Products

  • IT - Software

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Tea/Coffee

  • Industrial Gases & Fuels

  • Auto Ancillary

  • Trading

  • Finance - Stock Broking

  • Tyres & Allied

  • Telecommunication - Service Provider

  • Gas Transmission/Marketing

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Diversified

  • Textile

  • Chemicals

  • Electric Equipment

  • Bearings

  • Fertilizers

  • Lubricants

  • Unspecified

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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 Multicap Fund
  • Cash

  • Deposits

  • Derivatives

  • Equity

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About Axis Midcap Fund

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 ₹5,510.73 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 down ₹-0.28(-0.73%)yesterday to ₹38.18.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, and

The Axis Midcap Fund is managed by Shreyash Devalkar .

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