Axis Midcap Fund - Growth - Direct Plan

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  • Net Change on 22-10-2021

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 2.04 13.94 68.83 30.98 22.33 21.95
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap 1.59 10.98 71.72 22.33 13.44 19.75
S&P BSE Mid-Cap - TRI 1.62 11.28 73.62 23.63 14.66 12.00

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 68.83 30.98 22.33 0.48 15,394.86
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 74.29 24.01 15.81 1.00 31,751.95
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 74.69 29.34 18.71 0.55 16,318.43
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 53.17 25.44 16.28 0.77 14,160.84
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 81.25 28.98 18.32 1.04 11,839.23
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 Unrated 68.18 22.60 15.19 1.11 8,156.63

Fund Holdings as on 30-September-2021

  • Clearing Corporation of India Ltd

  • Cholamandalam Investment and Finance Company Limited

  • Coforge Limited

  • MindTree Limited

  • ICICI Bank Limited

  • Bajaj Finance Limited

  • Astral Limited

  • Crompton Greaves Consumer Electricals Limited

  • HDFC Bank Limited

  • PI Industries Limited

  • MphasiS Limited

  • Avenue Supermarts Limited

  • Voltas Limited

  • Gujarat Gas Limited

  • Supreme Industries Limited

  • IPCA Laboratories Limited

  • Tata Consumer Products Limited

  • Cummins India Limited

  • Apollo Hospitals Enterprise Limited

  • Tata Elxsi Limited

  • Trent Limited

  • JK Cement Limited

  • L&T Technology Services Limited

  • Endurance Technologies Limited

  • Bata India Limited

  • ACC Limited

  • Sona BLW Precision Forgings Limited

  • City Union Bank Limited

  • Sundaram Finance Limited

  • Alkem Laboratories Limited

  • 3% Axis Bank Limited (28/07/2022)

  • Aditya Birla Fashion and Retail Limited

  • Coromandel International Limited

  • Balkrishna Industries Limited

  • Persistent Systems Limited

  • The Ramco Cements Limited

  • Tata Communications Limited

  • Grindwell Norton Limited

  • Gujarat State Petronet Limited

  • Info Edge (India) Limited

  • Honeywell Automation India Limited

  • Divi's Laboratories Limited

  • Indraprastha Gas Limited

  • TTK Prestige Limited

  • 3M India Limited

  • Abbott India Limited

  • United Spirits Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • Sumitomo Chemical India Limited

  • The Indian Hotels Company Limited

  • Container Corporation of India Limited

  • AIA Engineering Limited

  • United Spirits Limited

  • Whirlpool of India Limited

  • Torrent Pharmaceuticals Limited

  • ICICI Bank Limited

  • Nuvoco Vistas Corporation Limited

  • Tata Power Company Limited

  • Indiamart Intermesh Limited

  • Minda Industries Limited

  • Aditya Birla Sun Life AMC Limited

  • Indigo Paints Limited

  • Zee Entertainment Enterprises Limited

  • Schaeffler India Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Finance - NBFC

  • Bank - Private

  • Retailing

  • Pharmaceuticals & Drugs

  • Plastic Products

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Miscellaneous

  • Gas Transmission/Marketing

  • Air Conditioners

  • Tea/Coffee

  • Hospital & Healthcare Services

  • Diesel Engines

  • Engineering

  • Tyres & Allied

  • Fertilizers

  • Telecommunication - Service Provider

  • Abrasives

  • BPO/ITeS

  • Consumer Durables - Electronics

  • Industrial Gases & Fuels

  • Diversified

  • Travel Services

  • Hotel, Resort & Restaurants

  • Logistics

  • Engineering - Industrial Equipments

  • Breweries & Distilleries

  • e-Commerce

  • Paints

  • Finance - Asset Management

  • TV Broadcasting & Software Production

  • Bearings

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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

  • Deposits

  • Derivatives

  • 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 ₹15,394.86 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 ₹-0.77(-0.98%)yesterday to ₹77.87.

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