Axis Midcap Fund - Growth - Regular Plan

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  • Net Change on 17-01-2020

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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 (₹)

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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 3.46 6.70 18.24 18.08 10.01 17.11
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap 6.01 10.88 3.74 7.42 8.11 18.55
S&P BSE Mid-Cap - TRI 6.02 11.00 4.80 8.56 9.32 9.11

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 18.24 18.08 10.01 1.99 4,140.72
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 6.83 8.16 8.83 1.71 22,796.46
Franklin India Prima Fund-Growth Dec 01, 1993 8.48 9.67 8.84 1.92 7,583.30
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 16.37 11.09 10.68 1.95 6,956.77
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 12.29 10.81 8.84 1.87 6,843.89
L&T Mid Cap Fund-Regular Plan-Growth Aug 09, 2004 6.38 10.43 10.62 1.95 5,992.33

Fund Holdings as on 31-December-2019

  • Clearing Corporation of India Ltd

  • City Union Bank Limited

  • Info Edge (India) Limited

  • Avenue Supermarts Limited

  • Astral Poly Technik Limited

  • Bajaj Finance Limited

  • Bata India Limited

  • Voltas Limited

  • Indraprastha Gas Limited

  • PI Industries Limited

  • Cholamandalam Investment and Finance Company Limited

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Aditya Birla Fashion and Retail Limited

  • IPCA Laboratories Limited

  • MphasiS Limited

  • Trent Limited

  • Whirlpool of India Limited

  • The Indian Hotels Company Limited

  • Kansai Nerolac Paints Limited

  • Bandhan Bank Limited

  • Sanofi India Limited

  • Supreme Industries Limited

  • Sundaram Finance Limited

  • Mahindra & Mahindra Financial Services Limited

  • Endurance Technologies Limited

  • V-Guard Industries Limited

  • ACC Limited

  • SKF India Limited

  • AU Small Finance Bank Limited

  • Max Financial Services Limited

  • Tata Global Beverages Limited

  • MindTree Limited

  • TVS Motor Company Limited

  • Divi's Laboratories Limited

  • Aarti Industries Limited

  • Net Receivables / (Payables)

  • TTK Prestige Limited

  • AIA Engineering Limited

  • 5.6% HDFC Bank Limited (26/03/2020)

  • WABCO India Limited

  • RBL Bank Limited

  • Balkrishna Industries Limited

  • Cummins India Limited

  • Torrent Pharmaceuticals Limited

  • Arti Surfactants Limited **

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  • Miscellaneous

  • Bank - Private

  • Retailing

  • Finance - NBFC

  • Plastic Products

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Air Conditioners

  • IT - Software

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Auto Ancillary

  • Hotel, Resort & Restaurants

  • Paints

  • Electric Equipment

  • Cement & Construction Materials

  • Bearings

  • Finance - Others

  • Tea/Coffee

  • Automobile Two & Three Wheelers

  • Chemicals

  • Engineering - Industrial Equipments

  • Tyres & Allied

  • Diesel Engines

  • Unspecified

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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 ₹4,140.72 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 ₹0.17(0.42%)yesterday to ₹40.91.

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

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

  • Equity

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