Axis Midcap Fund - Growth - Direct Plan

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  • 0.75 %Nav, as on 24-05-2019

  • Previous Nav

  • Net Change on 24-05-2019

  • PersonalFN Rating

    Axis Midcap Fund - Growth - Direct Plan 4 PersonalFN

  • 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 -0.60 6.00 5.60 15.04 14.26 16.84
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE Mid-Cap -1.79 5.47 -4.57 10.85 11.51 19.00
S&P BSE Mid-Cap - TRI -1.75 5.63 -3.60 12.00 12.80 9.10

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Midcap Fund - Direct Plan - Growth Feb 18, 2011 5.60 15.04 14.26 2.28 2,281.52
Baroda Mid-cap Fund- Plan B (Direct) - Growth Option Oct 04, 2010 -8.32 12.04 -0.38 2.55 46.08
DHFL Pramerica Midcap Opportunities Fund - Direct Plan - Growth Option Dec 02, 2013 -6.49 8.25 8.53 2.57 117.92
Invesco India Midcap Fund - Direct Plan - Growth Option Apr 19, 2007 1.59 13.12 14.59 2.70 368.86
Quant Mid Cap Fund-Growth Option-Direct Plan Feb 26, 2001 -1.11 7.13 9.11 2.48 11.63
Taurus Discovery (Midcap) Fund-Direct Plan-Growth Option Sep 05, 1994 -3.66 14.20 13.99 2.58 50.73

Fund Holdings as on 30-April-2019

  • Clearing Corporation of India Ltd

  • Gruh Finance Limited

  • City Union Bank Limited

  • Info Edge (India) Limited

  • Avenue Supermarts Limited

  • Bajaj Finance Limited

  • HDFC Bank Limited

  • Astral Poly Technik Limited

  • Endurance Technologies Limited

  • Divi's Laboratories Limited

  • Bata India Limited

  • ACC Limited

  • RBL Bank Limited

  • Mahindra & Mahindra Financial Services Limited

  • Torrent Pharmaceuticals Limited

  • Cholamandalam Investment and Finance Company Limited

  • Supreme Industries Limited

  • Aditya Birla Fashion and Retail Limited

  • Sundaram Finance Limited

  • Sanofi India Limited

  • Indraprastha Gas Limited

  • MphasiS Limited

  • Berger Paints (I) Limited

  • Kansai Nerolac Paints Limited

  • Trent Limited

  • Cummins India Limited

  • Voltas Limited

  • Schaeffler India Limited

  • TTK Prestige Limited

  • SKF India Limited

  • WABCO India Limited

  • Max Financial Services Limited

  • PI Industries Limited

  • V-Guard Industries Limited

  • 4.55% Deutsche Bank AG (06/05/2019)

  • Quess Corp Limited

  • Balkrishna Industries Limited

  • Varroc Engineering Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Bank - Private

  • Retailing

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Plastic Products

  • Finance - Housing

  • BPO/ITeS

  • Auto Ancillary

  • Paints

  • Cement & Construction Materials

  • Bearings

  • Industrial Gases & Fuels

  • IT - Software

  • Diesel Engines

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Pesticides & Agrochemicals

  • Electric Equipment

  • 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 01-Jan-2013 and currently has an AUM of ₹2,281.52 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 ₹0.29(0.75%)yesterday to ₹39.03.

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