Axis Midcap Fund - Growth - Direct Plan

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  • Net Change on 25-09-2020

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  • Assets (Cr.)

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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 (₹)

  • 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 -3.72 8.11 8.06 10.55 10.88 16.47
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap -5.03 8.43 0.78 -2.42 6.22 17.15
S&P BSE Mid-Cap - TRI -4.93 8.78 1.88 -1.44 7.38 7.88

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 8.06 10.55 10.88 0.58 6,306.68
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 -0.86 -0.21 7.86 1.11 22,125.10
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 9.29 4.92 11.84 1.01 7,883.08
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 2.38 2.81 10.19 0.62 7,300.47
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 1.42 2.04 7.76 1.29 7,018.02
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 -6.89 -0.36 7.23 1.08 6,571.98

Fund Holdings as on 31-August-2020

  • Clearing Corporation of India Ltd

  • IPCA Laboratories Limited

  • PI Industries Limited

  • Avenue Supermarts Limited

  • Tata Consumer Products Limited

  • Voltas Limited

  • Cholamandalam Investment and Finance Company Limited

  • Endurance Technologies Limited

  • Trent Limited

  • Astral Poly Technik Limited

  • MphasiS Limited

  • Bata India Limited

  • City Union Bank Limited

  • Supreme Industries Limited

  • Balkrishna Industries Limited

  • Coforge Limited

  • MindTree Limited

  • Whirlpool of India Limited

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • Sanofi India Limited

  • Gujarat Gas Limited

  • Gujarat State Petronet Limited

  • Cadila Healthcare Limited

  • Alembic Pharmaceuticals Limited

  • ICICI Securities Limited

  • JK Cement Limited

  • Abbott India Limited

  • ACC Limited

  • Divi's Laboratories Limited

  • Sundaram Finance Limited

  • ICICI Bank Limited

  • Torrent Pharmaceuticals Limited

  • Crompton Greaves Consumer Electricals Limited

  • Coromandel International Limited

  • 3.35% Axis Bank Limited (04/09/2020)

  • AIA Engineering Limited

  • Info Edge (India) Limited

  • The Ramco Cements Limited

  • Alkem Laboratories Limited

  • 3M India Limited

  • Bharti Airtel Limited

  • Sumitomo Chemical India Limited

  • TTK Prestige Limited

  • Aarti Industries Limited

  • V-Guard Industries Limited

  • Mahanagar Gas Limited

  • Aditya Birla Fashion and Retail Limited

  • Tata Communications Limited

  • WABCO India Limited

  • Honeywell Automation India Limited

  • Mahindra & Mahindra Financial Services Limited

  • Page Industries Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Retailing

  • Miscellaneous

  • IT - Software

  • Finance - NBFC

  • Bank - Private

  • Plastic Products

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Cement & Construction Materials

  • Auto Ancillary

  • Tea/Coffee

  • Air Conditioners

  • Tyres & Allied

  • Gas Transmission/Marketing

  • Telecommunication - Service Provider

  • Trading

  • Finance - Stock Broking

  • Fertilizers

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Diversified

  • Chemicals

  • Electric Equipment

  • Consumer Durables - Electronics

  • Textile

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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

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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 ₹6,306.68 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 ₹0.67(1.5%)yesterday to ₹45.2.

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