Axis Midcap Fund - Growth - Direct Plan

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  • (-1.19%)Nav, as on 22-08-2019

  • Previous Nav

  • Net Change on 22-08-2019

  • PersonalFN Rating

    Axis Midcap Fund - Growth - Direct Plan 4 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 -0.96 -1.85 -6.19 9.58 10.91 15.87
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE Mid-Cap -5.82 -9.77 -19.95 0.57 7.30 17.83
S&P BSE Mid-Cap - TRI -5.58 -9.20 -19.08 1.66 8.53 7.82

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 Feb 18, 2011 -6.19 9.58 10.91 2.18 2,634.45
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Jun 25, 2007 -17.19 3.11 9.84 1.71 20,893.16
Franklin India PRIMA FUND - Direct - Growth Dec 01, 1993 -11.53 3.80 10.94 1.82 6,686.24
Reliance Growth Fund - Direct Plan Growth Plan - Growth Oct 08, 1995 -9.01 5.23 9.03 1.89 6,257.39
DSP Midcap Fund - Direct Plan - Growth Nov 14, 2006 -10.57 5.22 11.83 1.99 5,856.41
Sundaram Mid Cap Fund- Direct Plan - Growth Option Jul 19, 2002 -17.31 1.42 9.40 2.03 5,445.72

Fund Holdings as on 31-July-2019

  • Clearing Corporation of India Ltd

  • Info Edge (India) Limited

  • City Union Bank Limited

  • Avenue Supermarts Limited

  • Gruh Finance Limited

  • MphasiS Limited

  • Bata India Limited

  • Bajaj Finance Limited

  • Astral Poly Technik Limited

  • Cholamandalam Investment and Finance Company Limited

  • Voltas Limited

  • HDFC Bank Limited

  • PI Industries Limited

  • Endurance Technologies Limited

  • V-Guard Industries Limited

  • Sundaram Finance Limited

  • Aditya Birla Fashion and Retail Limited

  • Supreme Industries Limited

  • Indraprastha Gas Limited

  • Sanofi India Limited

  • ACC Limited

  • Trent Limited

  • Divi's Laboratories Limited

  • Cummins India Limited

  • The Indian Hotels Company Limited

  • Berger Paints (I) Limited

  • SKF India Limited

  • Kansai Nerolac Paints Limited

  • Mahindra & Mahindra Financial Services Limited

  • Net Receivables / (Payables)

  • TTK Prestige Limited

  • AU Small Finance Bank Limited

  • Max Financial Services Limited

  • Aarti Industries Limited

  • WABCO India Limited

  • IPCA Laboratories Limited

  • 6.5% HDFC Bank Limited (21/08/2019)

  • Arti Surfactants Limited ** #

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  • Miscellaneous

  • Retailing

  • Finance - NBFC

  • Bank - Private

  • BPO/ITeS

  • Plastic Products

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • IT - Software

  • Auto Ancillary

  • Paints

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Electric Equipment

  • Industrial Gases & Fuels

  • Cement & Construction Materials

  • Diesel Engines

  • Hotel, Resort & Restaurants

  • Bearings

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Chemicals

  • 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 ₹2,634.45 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 ₹-0.45(-1.19%)yesterday to ₹37.45.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, Info Edge (India) 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

  • Equity

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