Axis Midcap Fund - Growth - Direct Plan

Other Plans and Options
  • 0.19 %Nav, as on 15-10-2019

  • Previous Nav

  • Net Change on 15-10-2019

  • PersonalFN Rating

    Axis Midcap Fund - Growth - Direct Plan 5 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 6.72 5.90 15.86 12.84 12.95 17.59
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE Mid-Cap 2.01 -3.63 -3.02 1.28 8.03 18.01
S&P BSE Mid-Cap - TRI 2.02 -3.23 -2.05 2.36 9.22 8.19

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 15.86 12.84 12.95 0.74 3,199.73
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 -0.33 3.74 10.74 1.14 22,024.55
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 4.78 5.50 12.14 1.08 7,188
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 5.43 5.71 9.16 1.36 6,493.26
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 9.40 6.47 12.74 0.97 6,348
Sundaram Mid Cap Fund- Direct Plan - Growth Option Jan 02, 2013 -0.47 1.62 10.04 1.14 5,723.11

Fund Holdings as on 30-September-2019

  • Clearing Corporation of India Ltd

  • Avenue Supermarts Limited

  • City Union Bank Limited

  • Info Edge (India) Limited

  • Bata India Limited

  • Bajaj Finance Limited

  • Gruh Finance Limited

  • Astral Poly Technik Limited

  • Voltas Limited

  • Nifty 50 Index

  • Cholamandalam Investment and Finance Company Limited

  • HDFC Bank Limited

  • MphasiS Limited

  • ICICI Bank Limited

  • Indraprastha Gas Limited

  • PI Industries Limited

  • Aditya Birla Fashion and Retail Limited

  • Trent Limited

  • Supreme Industries Limited

  • Sundaram Finance Limited

  • The Indian Hotels Company Limited

  • IPCA Laboratories Limited

  • V-Guard Industries Limited

  • ACC Limited

  • Endurance Technologies Limited

  • Mahindra & Mahindra Financial Services Limited

  • Kansai Nerolac Paints Limited

  • SKF India Limited

  • Berger Paints (I) Limited

  • TTK Prestige Limited

  • Divi's Laboratories Limited

  • AU Small Finance Bank Limited

  • Aarti Industries Limited

  • Max Financial Services Limited

  • Sanofi India Limited

  • WABCO India Limited

  • 5.6% HDFC Bank Limited (26/03/2020)

  • Cummins India Limited

  • 5.45% HDFC Bank Limited (25/11/2019)

  • Whirlpool of India Limited

  • Arti Surfactants Limited **

  • Net Receivables / (Payables)

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  • Retailing

  • Bank - Private

  • Finance - NBFC

  • Miscellaneous

  • Plastic Products

  • BPO/ITeS

  • Finance - Housing

  • Air Conditioners

  • Pharmaceuticals & Drugs

  • IT - Software

  • Paints

  • Industrial Gases & Fuels

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Bearings

  • Chemicals

  • Finance - Others

  • Diesel Engines

  • Unspecified

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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 ₹3,199.73 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 ₹0.08(0.19%)yesterday to ₹41.12.

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

  • Derivatives

  • Equity

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