Axis Midcap Fund - Growth - Direct Plan

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  • Net Change on 16-04-2021

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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 -1.83 7.19 60.00 17.07 19.13 19.56
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap -1.72 6.63 74.10 6.39 13.02 18.80
S&P BSE Mid-Cap - TRI -1.54 7.02 75.98 7.60 14.26 10.43

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 60.00 17.07 19.13 0.50 10,431.65
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated 76.69 8.42 15.51 1.01 26,471.11
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 83.20 13.21 18.48 0.55 10,937.53
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 61.54 11.14 17.07 0.87 10,916.39
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 73.87 11.59 16.56 1.22 9,030.90
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 Unrated 70.13 8.60 14.13 1.06 7,308

Fund Holdings as on 31-March-2021

  • Clearing Corporation of India Ltd

  • Cholamandalam Investment and Finance Company Limited

  • Voltas Limited

  • Astral Poly Technik Limited

  • PI Industries Limited

  • Bajaj Finance Limited

  • HDFC Bank Limited

  • Avenue Supermarts Limited

  • Supreme Industries Limited

  • ICICI Bank Limited

  • JK Cement Limited

  • Endurance Technologies Limited

  • Tata Consumer Products Limited

  • Gujarat Gas Limited

  • Coforge Limited

  • IPCA Laboratories Limited

  • City Union Bank Limited

  • Crompton Greaves Consumer Electricals Limited

  • MphasiS Limited

  • Trent Limited

  • Kotak Mahindra Bank Limited

  • Sundaram Finance Limited

  • Bata India Limited

  • MindTree Limited

  • Balkrishna Industries Limited

  • Coromandel International Limited

  • Honeywell Automation India Limited

  • Jindal Steel & Power Limited

  • L&T Technology Services Limited

  • Tata Elxsi Limited

  • ACC Limited

  • The Ramco Cements Limited

  • 3M India Limited

  • Whirlpool of India Limited

  • Gujarat State Petronet Limited

  • The Indian Hotels Company Limited

  • Divi's Laboratories Limited

  • Cadila Healthcare Limited

  • Info Edge (India) Limited

  • V-Guard Industries Limited

  • Tata Communications Limited

  • AIA Engineering Limited

  • Alkem Laboratories Limited

  • Aditya Birla Fashion and Retail Limited

  • Abbott India Limited

  • TTK Prestige Limited

  • Sumitomo Chemical India Limited

  • Aarti Industries Limited

  • Torrent Pharmaceuticals Limited

  • Cummins India Limited

  • Mahindra & Mahindra Financial Services Limited

  • Sanofi India Limited

  • Alembic Pharmaceuticals Limited

  • Gland Pharma Limited

  • Indiamart Intermesh Limited

  • Indigo Paints Limited

  • Persistent Systems Limited

  • EPL Limited

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • Bank - Private

  • IT - Software

  • Retailing

  • Pharmaceuticals & Drugs

  • Plastic Products

  • Miscellaneous

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Auto Ancillary

  • Consumer Food

  • Trading

  • Tyres & Allied

  • Fertilizers

  • Consumer Durables - Electronics

  • Steel/Sponge Iron/Pig Iron

  • Engineering

  • Diversified

  • Gas Transmission/Marketing

  • Hotel, Resort & Restaurants

  • BPO/ITeS

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Telecommunication - Service Provider

  • Chemicals

  • Diesel Engines

  • e-Commerce

  • Paints

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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 Flexi Cap Fund
  • Axis Midcap Fund
  • Cash

  • Equity

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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 ₹10,431.65 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 ₹0.77(1.29%)yesterday to ₹60.24.

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 Hitesh Das.

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