Axis Midcap Fund - Growth - Direct Plan

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  • (-0.73%)Nav, as on 27-03-2020

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  • Net Change on 27-03-2020

  • 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 -21.90 -18.38 -9.05 7.28 6.89 13.96
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap -30.08 -29.41 -30.52 -8.62 0.34 15.58
S&P BSE Mid-Cap - TRI -29.92 -29.07 -29.58 -7.62 1.54 5.42

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 -9.05 7.28 6.89 0.56 5,192.94
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 -28.88 -6.08 2.48 1.09 22,754.65
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 -27.22 -5.45 2.18 1.09 7,475.49
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 -17.19 -1.52 5.80 1.27 7,458.11
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 -22.50 -3.02 2.30 1.22 7,153.80
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 -21.84 -3.57 4.65 0.63 6,848.32

Fund Holdings as on 29-February-2020

  • Clearing Corporation of India Ltd

  • Avenue Supermarts Limited

  • City Union Bank Limited

  • Bata India Limited

  • Voltas Limited

  • Astral Poly Technik Limited

  • IPCA Laboratories Limited

  • PI Industries Limited

  • Trent Limited

  • Cholamandalam Investment and Finance Company Limited

  • Bajaj Finance Limited

  • Aditya Birla Fashion and Retail Limited

  • Info Edge (India) Limited

  • Indraprastha Gas Limited

  • MphasiS Limited

  • HDFC Bank Limited

  • The Indian Hotels Company Limited

  • Mahindra & Mahindra Financial Services Limited

  • Whirlpool of India Limited

  • Tata Consumer Products Limited

  • ICICI Bank Limited

  • Sanofi India Limited

  • Supreme Industries Limited

  • Sundaram Finance Limited

  • MindTree Limited

  • Balkrishna Industries Limited

  • Aarti Industries Limited

  • Max Financial Services Limited

  • The Ramco Cements Limited

  • Endurance Technologies Limited

  • Abbott India Limited

  • V-Guard Industries Limited

  • Asian Paints Limited

  • Alembic Pharmaceuticals Limited

  • AIA Engineering Limited

  • JK Cement Limited

  • Divi's Laboratories Limited

  • SKF India Limited

  • Mahanagar Gas Limited

  • Torrent Pharmaceuticals Limited

  • TTK Prestige Limited

  • TVS Motor Company Limited

  • Cadila Healthcare Limited

  • ICICI Securities Limited

  • RBL Bank Limited

  • Sumitomo Chemical India Limited

  • WABCO India Limited

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

  • Gujarat Gas Limited

  • Cummins India Limited

  • AU Small Finance Bank Limited

  • Alkem Laboratories Limited

  • Castrol India Limited

  • Aarti Surfactants Limited **

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Retailing

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Bank - Private

  • Plastic Products

  • Pesticides & Agrochemicals

  • Air Conditioners

  • IT - Software

  • Consumer Durables - Domestic Appliances

  • BPO/ITeS

  • Industrial Gases & Fuels

  • Cement & Construction Materials

  • Hotel, Resort & Restaurants

  • Tea/Coffee

  • Auto Ancillary

  • Tyres & Allied

  • Chemicals

  • Finance - Others

  • Electric Equipment

  • Paints

  • Engineering - Industrial Equipments

  • Bearings

  • Gas Transmission/Marketing

  • Automobile Two & Three Wheelers

  • Finance - Stock Broking

  • Trading

  • Diesel Engines

  • Lubricants

  • Unspecified

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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 ₹5,192.94 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 down ₹-0.26(-0.73%)yesterday to ₹35.26.

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

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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