Axis Midcap Fund - Growth - Regular Plan

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  • Net Change on 27-05-2022

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Fund Overview Growth | Regular Plan

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  • 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 - Regular Plan - Growth -6.94 -5.22 5.90 18.92 16.80 17.43
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 150 MidCap - TRI -7.37 -1.77 7.95 19.67 13.24 12.84

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 - Regular Plan - Growth Feb 18, 2011 5.90 18.92 16.80 1.81 17,678.92
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 7.33 15.47 10.67 1.70 31,837.02
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 9.84 19.78 13.41 1.80 19,303.37
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -2.70 13.38 9.30 1.90 13,797
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 11.68 17.80 13.38 1.89 12,178.26
Franklin India Prima Fund-Growth Dec 01, 1993 Unrated -1.41 10.69 8.08 1.91 7,308.80

Fund Holdings as on 30-April-2022

  • Clearing Corporation of India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • ICICI Bank Limited

  • Astral Limited

  • Trent Limited

  • Bajaj Finance Limited

  • Coforge Limited

  • Voltas Limited

  • Avenue Supermarts Limited

  • Bata India Limited

  • PI Industries Limited

  • MphasiS Limited

  • Sona BLW Precision Forgings Limited

  • Tata Elxsi Limited

  • Persistent Systems Limited

  • Page Industries Limited

  • MindTree Limited

  • Supreme Industries Limited

  • Crompton Greaves Consumer Electricals Limited

  • ACC Limited

  • Apollo Hospitals Enterprise Limited

  • HDFC Bank Limited

  • The Indian Hotels Company Limited

  • IPCA Laboratories Limited

  • Gujarat Gas Limited

  • Aditya Birla Fashion and Retail Limited

  • JK Cement Limited

  • ABB India Limited

  • Alkem Laboratories Limited

  • Navin Fluorine International Limited

  • Endurance Technologies Limited

  • Coromandel International Limited

  • 3% Axis Bank Limited (28/07/2022)

  • Cummins India Limited

  • Sundaram Finance Limited

  • Minda Industries Limited

  • Grindwell Norton Limited

  • Schaeffler India Limited

  • City Union Bank Limited

  • Balkrishna Industries Limited

  • L&T Technology Services Limited

  • Gujarat State Petronet Limited

  • The Ramco Cements Limited

  • Tata Communications Limited

  • Sumitomo Chemical India Limited

  • Info Edge (India) Limited

  • TTK Prestige Limited

  • 3M India Limited

  • Honeywell Automation India Limited

  • Atul Limited

  • Divi's Laboratories Limited

  • Abbott India Limited

  • Container Corporation of India Limited

  • Aarti Industries Limited

  • PB Fintech Limited

  • K.P.R. Mill Limited

  • Fortis Healthcare Limited

  • TVS Motor Company Limited

  • Linde India Limited

  • Mahindra CIE Automotive Limited

  • Carborundum Universal Limited

  • ACC Limited

  • Zee Entertainment Enterprises Limited

  • Vedant Fashions Limited

  • Oberoi Realty Limited

  • Gujarat Fluorochemicals Limited

  • Motherson Sumi Wiring India Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • IT - Software

  • Retailing

  • Finance - NBFC

  • Bank - Private

  • Plastic Products

  • Auto Ancillary

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Textile

  • Gas Transmission/Marketing

  • Chemicals

  • Hospital & Healthcare Services

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Abrasives

  • Fertilizers

  • Diesel Engines

  • Bearings

  • Tyres & Allied

  • Engineering

  • Telecommunication - Service Provider

  • BPO/ITeS

  • Diversified

  • Consumer Durables - Electronics

  • Logistics

  • e-Commerce

  • Automobile Two & Three Wheelers

  • Industrial Gases & Fuels

  • Forgings

  • Construction - Real Estate

  • Steel & Iron Products

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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 Equity ETFs FoF
  • Axis Equity ETFs FoF
  • Axis Flexi Cap Fund
  • Axis Midcap Fund
  • Axis Midcap Fund
  • Cash

  • Deposits

  • Derivatives

  • 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 18-Feb-2011 and currently has an AUM of ₹17,678.92 crore. Axis Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 150 MidCap - TRI as secondary index.

The NAV of Axis Midcap Fund ended up ₹0.97(1.61%)yesterday to ₹61.19.

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