Axis Midcap Fund - Growth - Direct Plan

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  • 0.05 %Nav, as on 01-07-2020

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  • Net Change on 01-07-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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 - Direct Plan - Growth 6.04 18.49 3.45 9.84 9.15 15.78
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap 7.58 26.48 -12.16 -3.69 3.86 16.78
S&P BSE Mid-Cap - TRI 7.66 26.73 -10.98 -2.65 5.10 7.20

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 - Direct Plan - Growth Jan 01, 2013 3.45 9.84 9.15 0.56 5,156.50
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 -11.63 -1.81 6.14 1.12 18,024.91
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 -0.94 2.67 9.29 1.00 6,497.60
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 -8.14 0.47 7.98 0.63 5,871.45
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 -12.80 -1.23 5.60 1.10 5,774.82
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 -11.46 -0.15 5.29 1.42 5,591.81

Fund Holdings as on 31-May-2020

  • Clearing Corporation of India Ltd

  • Avenue Supermarts Limited

  • IPCA Laboratories Limited

  • Bata India Limited

  • PI Industries Limited

  • Indraprastha Gas Limited

  • Voltas Limited

  • Tata Consumer Products Limited

  • Astral Poly Technik Limited

  • City Union Bank Limited

  • Trent Limited

  • Cadila Healthcare Limited

  • MphasiS Limited

  • Whirlpool of India Limited

  • Sanofi India Limited

  • Alembic Pharmaceuticals Limited

  • HDFC Bank Limited

  • Abbott India Limited

  • MindTree Limited

  • Nifty 50 Index

  • Cholamandalam Investment and Finance Company Limited

  • Balkrishna Industries Limited

  • Gujarat Gas Limited

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Endurance Technologies Limited

  • 4.75% Axis Bank Limited (30/06/2020)

  • Torrent Pharmaceuticals Limited

  • ICICI Securities Limited

  • Supreme Industries Limited

  • Alkem Laboratories Limited

  • AIA Engineering Limited

  • Bajaj Finance Limited

  • Aditya Birla Fashion and Retail Limited

  • JK Cement Limited

  • Divi's Laboratories Limited

  • Info Edge (India) Limited

  • Sundaram Finance Limited

  • The Ramco Cements Limited

  • Sumitomo Chemical India Limited

  • Aarti Industries Limited

  • Mahanagar Gas Limited

  • V-Guard Industries Limited

  • ACC Limited

  • Mahindra & Mahindra Financial Services Limited

  • 3M India Limited

  • SKF India Limited

  • TTK Prestige Limited

  • PVR Limited

  • WABCO India Limited

  • Page Industries Limited

  • NIIT Technologies Limited

  • Castrol India Limited

  • 4.75% HDFC Bank Limited (01/06/2020)

  • Aarti Surfactants Limited **

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Retailing

  • Bank - Private

  • Pesticides & Agrochemicals

  • Finance - NBFC

  • IT - Software

  • Plastic Products

  • Industrial Gases & Fuels

  • Air Conditioners

  • Cement & Construction Materials

  • Tea/Coffee

  • Consumer Durables - Domestic Appliances

  • Auto Ancillary

  • Tyres & Allied

  • Trading

  • Telecommunication - Service Provider

  • Finance - Stock Broking

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Chemicals

  • Gas Transmission/Marketing

  • Electric Equipment

  • Diversified

  • Bearings

  • Film Production, Distribution & Entertainment

  • Textile

  • 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 01-Jan-2013 and currently has an AUM of ₹5,156.50 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 ₹0.02(0.05%)yesterday to ₹41.1.

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