Axis Midcap Fund - Growth - Direct Plan

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  • Net Change on 18-03-2019

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    Axis Midcap Fund - Growth - Direct Plan 2 PersonalFN
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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

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  • 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 5.61 3.07 8.03 17.37 20.45 17.17
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE Mid-Cap 8.83 -0.14 -7.46 14.07 17.91 19.36
S&P BSE Mid-Cap - TRI 8.90 -0.01 -6.56 15.34 19.27 9.41

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Midcap Fund - Direct Plan - Growth Feb 18, 2011 8.03 17.37 20.45 2.37 1,890.65
Baroda Mid-cap Fund- Plan B (Direct) - Growth Option Oct 04, 2010 -9.49 11.73 7.59 3.15 44.74
DHFL Pramerica Midcap Opportunities Fund - Direct Plan - Growth Option Dec 02, 2013 -8.22 9.25 11.93 2.88 107.76
Quant Mid Cap Fund-Growth Option-Direct Plan Feb 26, 2001 0.90 8.54 10.82 2.50 11.30
Sahara Midcap Fund-Auto Payout- Direct Dec 22, 2004 -5.00 16.60 18.35 2.59 7.57
Sahara Midcap Fund-Growth Option - Direct Dec 22, 2004 -5.00 16.60 18.35 2.59 7.57

Fund Holdings as on 28-February-2019

  • Clearing Corporation of India Ltd

  • City Union Bank Limited

  • Info Edge (India) Limited

  • Gruh Finance Limited

  • Endurance Technologies Limited

  • Torrent Pharmaceuticals Limited

  • Astral Poly Technik Limited

  • HDFC Bank Limited

  • Mahindra & Mahindra Financial Services Limited

  • Divi's Laboratories Limited

  • ACC Limited

  • Sundaram Finance Limited

  • Bata India Limited

  • Bajaj Finance Limited

  • Supreme Industries Limited

  • Sanofi India Limited

  • Aditya Birla Fashion and Retail Limited

  • MphasiS Limited

  • Indraprastha Gas Limited

  • Kansai Nerolac Paints Limited

  • Cholamandalam Investment and Finance Company Limited

  • Voltas Limited

  • Cummins India Limited

  • Trent Limited

  • WABCO India Limited

  • Berger Paints (I) Limited

  • Schaeffler India Limited

  • TTK Prestige Limited

  • Avenue Supermarts Limited

  • V-Guard Industries Limited

  • Balkrishna Industries Limited

  • Max Financial Services Limited

  • TCNS Clothing Co. Limited

  • Varroc Engineering Limited

  • Net Receivables / (Payables)

  • SKF India Limited

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  • Miscellaneous

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Retailing

  • Plastic Products

  • Auto Ancillary

  • BPO/ITeS

  • Finance - Housing

  • Paints

  • Cement & Construction Materials

  • IT - Software

  • Industrial Gases & Fuels

  • Bearings

  • Air Conditioners

  • Diesel Engines

  • Consumer Durables - Domestic Appliances

  • Electric Equipment

  • Tyres & Allied

  • Finance - Others

  • Textile

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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 ₹1,890.65 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 down ₹-0.2(-0.52%)yesterday to ₹38.47.

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

  • Equity

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