Axis Midcap Fund - Growth - Direct Plan

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  • Net Change on 27-01-2023

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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 (₹)

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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 - Direct Plan - Growth -0.60 -4.69 -2.93 17.61 15.14 18.10
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 150 MidCap - TRI -2.83 -2.37 3.37 20.57 10.40 12.96

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 -2.93 17.61 15.14 0.53 19,144.39
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 12.79 22.45 11.84 0.94 35,730.69
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 5.63 20.73 13.57 0.49 23,334.64
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 Unrated -4.56 12.64 8.84 0.75 13,699.31
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 5.84 20.95 12.90 1.04 13,596.51
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 2.95 23.64 11.59 0.98 8,425.50

Fund Holdings as on 31-December-2022

  • Clearing Corporation of India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • ICICI Bank Limited

  • Trent Limited

  • The Indian Hotels Company Limited

  • PI Industries Limited

  • Bajaj Finance Limited

  • Supreme Industries Limited

  • Astral Limited

  • Avenue Supermarts Limited

  • Persistent Systems Limited

  • Coforge Limited

  • Bata India Limited

  • HDFC Bank Limited

  • Schaeffler India Limited

  • ABB India Limited

  • TVS Motor Company Limited

  • Cummins India Limited

  • ACC Limited

  • Crompton Greaves Consumer Electricals Limited

  • UNO Minda Limited

  • Navin Fluorine International Limited

  • JK Cement Limited

  • Coromandel International Limited

  • Gujarat Gas Limited

  • Page Industries Limited

  • Aditya Birla Fashion and Retail Limited

  • Sona BLW Precision Forgings Limited

  • IPCA Laboratories Limited

  • Sundaram Finance Limited

  • Grindwell Norton Limited

  • Fortis Healthcare Limited

  • Endurance Technologies Limited

  • Alkem Laboratories Limited

  • City Union Bank Limited

  • CG Power and Industrial Solutions Limited

  • The Phoenix Mills Limited

  • Voltas Limited

  • Container Corporation of India Limited

  • Tata Communications Limited

  • Abbott India Limited

  • Balkrishna Industries Limited

  • Motherson Sumi Wiring India Limited

  • Mahindra & Mahindra Financial Services Limited

  • MphasiS Limited

  • Vinati Organics Limited

  • Sumitomo Chemical India Limited

  • SKF India Limited

  • Linde India Limited

  • 3M India Limited

  • Atul Limited

  • Fine Organic Industries Limited

  • Honeywell Automation India Limited

  • Tata Elxsi Limited

  • K.P.R. Mill Limited

  • The Ramco Cements Limited

  • Carborundum Universal Limited

  • Apollo Hospitals Enterprise Limited

  • Info Edge (India) Limited

  • TTK Prestige Limited

  • Jubilant Foodworks Limited

  • 364 Days Tbill (MD 15/06/2023)

  • Vedant Fashions Limited

  • KFin Technologies Limited

  • L&T Technology Services Limited

  • United Breweries Limited

  • 182 Days Tbill (MD 15/06/2023)

  • 364 Days Tbill (MD 02/03/2023)

  • Aarti Industries Limited

  • 364 Days Tbill (MD 29/06/2023)

  • Net Receivables / (Payables)

  • Aarti Pharmalabs Limited

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  • Miscellaneous

  • Retailing

  • Finance - NBFC

  • Bank - Private

  • IT - Software

  • Plastic Products

  • Auto Ancillary

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Chemicals

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Bearings

  • Textile

  • Consumer Durables - Domestic Appliances

  • Automobile Two & Three Wheelers

  • Diesel Engines

  • Abrasives

  • Hospital & Healthcare Services

  • Fertilizers

  • Gas Transmission/Marketing

  • Construction - Real Estate

  • Air Conditioners

  • Logistics

  • Telecommunication - Service Provider

  • Tyres & Allied

  • Steel & Iron Products

  • Industrial Gases & Fuels

  • Diversified

  • Consumer Durables - Electronics

  • BPO/ITeS

  • Consumer Food

  • Finance - Others

  • Breweries & Distilleries

  • 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 Equity ETFs FoF
  • Axis Equity ETFs FoF
  • Axis Flexi Cap Fund
  • Axis Midcap Fund
  • Axis Midcap Fund
  • Cash

  • Equity

  • Sovereign

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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 ₹19,144.39 crore. Axis Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 150 MidCap - TRI as secondary index.

The NAV of Axis Midcap Fund ended down ₹-0.73(-1%)yesterday to ₹72.38.

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 and Vinayak Jayanath.

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