Axis Midcap Fund - Growth - Regular Plan

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  • Net Change on 19-07-2019

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    Axis Midcap Fund - Growth - Regular Plan 4 PersonalFN
  • Assets (Cr.)

  • Expense Ratio

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 - Growth -1.37 -2.56 2.08 11.45 11.80 16.19
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE Mid-Cap -2.53 -8.48 -6.68 5.26 8.75 18.37
S&P BSE Mid-Cap - TRI -2.26 -8.11 -5.69 6.41 10.01 8.43

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 - Growth Feb 18, 2011 2.08 11.45 11.80 2.23 2,655.82
Franklin India Prima Fund-Growth Dec 01, 1993 -2.13 7.32 12.72 1.87 7,168.59
Reliance Growth Fund-Growth Plan-Growth Option Oct 08, 1995 2.28 8.80 10.21 1.86 6,749.63
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -0.99 8.40 12.75 1.97 6,302.32
Sundaram Midcap Fund -Growth Jul 19, 2002 -7.22 5.47 10.91 1.95 5,954.61
L&T Mid Cap Fund-Regular Plan-Growth Aug 09, 2004 -7.43 9.76 13.56 2.01 5,026.07

Fund Holdings as on 30-June-2019

  • Clearing Corporation of India Ltd

  • Info Edge (India) Limited

  • City Union Bank Limited

  • Gruh Finance Limited

  • Avenue Supermarts Limited

  • Bajaj Finance Limited

  • Bata India Limited

  • HDFC Bank Limited

  • Astral Poly Technik Limited

  • Cholamandalam Investment and Finance Company Limited

  • MphasiS Limited

  • RBL Bank Limited

  • Endurance Technologies Limited

  • Divi's Laboratories Limited

  • Aditya Birla Fashion and Retail Limited

  • Trent Limited

  • Sundaram Finance Limited

  • Mahindra & Mahindra Financial Services Limited

  • Voltas Limited

  • Supreme Industries Limited

  • Sanofi India Limited

  • ACC Limited

  • Indraprastha Gas Limited

  • PI Industries Limited

  • Berger Paints (I) Limited

  • Torrent Pharmaceuticals Limited

  • V-Guard Industries Limited

  • TTK Prestige Limited

  • Cummins India Limited

  • The Indian Hotels Company Limited

  • Kansai Nerolac Paints Limited

  • SKF India Limited

  • AU Small Finance Bank Limited

  • Schaeffler India Limited

  • Aarti Industries Limited

  • WABCO India Limited

  • Max Financial Services Limited

  • 6.5% HDFC Bank Limited (21/08/2019)

  • Quess Corp Limited

  • Balkrishna Industries Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Bank - Private

  • Retailing

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Plastic Products

  • Finance - Housing

  • Auto Ancillary

  • Paints

  • IT - Software

  • Air Conditioners

  • Bearings

  • Cement & Construction Materials

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Electric Equipment

  • Consumer Durables - Domestic Appliances

  • Diesel Engines

  • Hotel, Resort & Restaurants

  • Chemicals

  • Finance - Others

  • Tyres & Allied

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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 ₹2,655.82 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 ₹-0.5(-1.39%)yesterday to ₹35.37.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, Info Edge (India) Limited and City Union Bank Limited

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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