Axis Midcap Fund - Growth - Regular Plan

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  • Net Change on 03-12-2020

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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 10.66 13.92 21.61 13.16 13.94 17.35
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap 15.26 14.82 16.77 1.09 9.38 18.20
S&P BSE Mid-Cap - TRI 15.43 15.18 18.17 2.16 10.61 9.39

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 21.61 13.16 13.94 2.01 6,949.30
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 19.75 3.54 11.02 1.72 21,816.96
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 23.35 7.63 13.33 1.85 8,407.43
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 19.97 5.91 12.71 1.82 7,668.47
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 19.40 5.40 10.80 1.98 7,004.74
Franklin India Prima Fund-Growth Dec 01, 1993 15.39 4.39 10.60 1.88 6,336.81

Fund Holdings as on 31-October-2020

  • Clearing Corporation of India Ltd

  • IPCA Laboratories Limited

  • PI Industries Limited

  • Cholamandalam Investment and Finance Company Limited

  • Voltas Limited

  • MphasiS Limited

  • Avenue Supermarts Limited

  • Tata Consumer Products Limited

  • Trent Limited

  • HDFC Bank Limited

  • Endurance Technologies Limited

  • Supreme Industries Limited

  • City Union Bank Limited

  • Astral Poly Technik Limited

  • Bata India Limited

  • Balkrishna Industries Limited

  • ACC Limited

  • Coforge Limited

  • Bajaj Finance Limited

  • Crompton Greaves Consumer Electricals Limited

  • MindTree Limited

  • ICICI Bank Limited

  • Whirlpool of India Limited

  • JK Cement Limited

  • Cadila Healthcare Limited

  • Gujarat Gas Limited

  • Sanofi India Limited

  • The Ramco Cements Limited

  • Alembic Pharmaceuticals Limited

  • Gujarat State Petronet Limited

  • Coromandel International Limited

  • ICICI Securities Limited

  • Divi's Laboratories Limited

  • Abbott India Limited

  • Info Edge (India) Limited

  • Sundaram Finance Limited

  • Torrent Pharmaceuticals Limited

  • AIA Engineering Limited

  • 2.6% Axis Bank Limited (13/01/2021)

  • Alkem Laboratories Limited

  • Tata Communications Limited

  • 3M India Limited

  • TTK Prestige Limited

  • Sumitomo Chemical India Limited

  • EPL Limited

  • Bharti Airtel Limited

  • The Indian Hotels Company Limited

  • Aditya Birla Fashion and Retail Limited

  • V-Guard Industries Limited

  • Honeywell Automation India Limited

  • Aarti Industries Limited

  • Tata Elxsi Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Retailing

  • IT - Software

  • Bank - Private

  • Finance - NBFC

  • Plastic Products

  • Miscellaneous

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Consumer Food

  • Auto Ancillary

  • Tyres & Allied

  • Telecommunication - Service Provider

  • Trading

  • Gas Transmission/Marketing

  • Fertilizers

  • Finance - Stock Broking

  • BPO/ITeS

  • Engineering - Industrial Equipments

  • Diversified

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Consumer Durables - Electronics

  • Chemicals

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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

  • 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 ₹6,949.30 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 ₹-0.05(-0.1%)yesterday to ₹47.95.

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