Axis Midcap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 -0.35 11.87 -0.35 22.65 17.00 18.07
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 150 MidCap - TRI -0.18 14.47 3.00 28.91 14.05 13.52

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 -0.35 22.65 17.00 1.76 19,503.85
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 9.03 25.80 13.12 1.61 34,227.07
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 7.96 27.43 15.32 1.73 21,934.98
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -5.09 18.74 10.74 1.79 14,377.92
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 5.09 27.22 15.07 1.82 13,225.33
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 13.53 31.13 14.36 1.83 8,043.42

Fund Holdings as on 31-August-2022

  • Clearing Corporation of India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • ICICI Bank Limited

  • Trent Limited

  • Bajaj Finance Limited

  • PI Industries Limited

  • Astral Limited

  • Avenue Supermarts Limited

  • Bata India Limited

  • ABB India Limited

  • The Indian Hotels Company Limited

  • Page Industries Limited

  • Supreme Industries Limited

  • Crompton Greaves Consumer Electricals Limited

  • Voltas Limited

  • Tata Elxsi Limited

  • Coforge Limited

  • Schaeffler India Limited

  • Persistent Systems Limited

  • Sona BLW Precision Forgings Limited

  • Coromandel International Limited

  • ACC Limited

  • HDFC Bank Limited

  • UNO Minda Limited

  • IPCA Laboratories Limited

  • Aditya Birla Fashion and Retail Limited

  • Gujarat Gas Limited

  • JK Cement Limited

  • Navin Fluorine International Limited

  • Grindwell Norton Limited

  • Endurance Technologies Limited

  • Alkem Laboratories Limited

  • Sundaram Finance Limited

  • Cummins India Limited

  • MphasiS Limited

  • City Union Bank Limited

  • TVS Motor Company Limited

  • Container Corporation of India Limited

  • MindTree Limited

  • Fortis Healthcare Limited

  • Balkrishna Industries Limited

  • The Phoenix Mills Limited

  • Apollo Hospitals Enterprise Limited

  • Motherson Sumi Wiring India Limited

  • The Ramco Cements Limited

  • Tata Communications Limited

  • Sumitomo Chemical India Limited

  • 3M India Limited

  • Linde India Limited

  • Gujarat State Petronet Limited

  • Net Receivables / (Payables)

  • Atul Limited

  • TTK Prestige Limited

  • Honeywell Automation India Limited

  • L&T Technology Services Limited

  • Abbott India Limited

  • Jubilant Foodworks Limited

  • SKF India Limited

  • CG Power and Industrial Solutions Limited

  • Info Edge (India) Limited

  • Carborundum Universal Limited

  • 182 Days Tbill (MD 29/12/2022)

  • Aarti Industries Limited

  • Oberoi Realty Limited

  • 182 Days Tbill (MD 15/12/2022)

  • Vedant Fashions Limited

  • 91 Days Tbill (MD 20/10/2022)

  • Mahindra CIE Automotive Limited

  • Vinati Organics Limited

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  • Miscellaneous

  • Retailing

  • Finance - NBFC

  • IT - Software

  • Bank - Private

  • Plastic Products

  • Auto Ancillary

  • Cement & Construction Materials

  • Pesticides & Agrochemicals

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Consumer Durables - Domestic Appliances

  • Textile

  • Bearings

  • Hotel, Resort & Restaurants

  • Chemicals

  • Air Conditioners

  • Gas Transmission/Marketing

  • Abrasives

  • Fertilizers

  • Hospital & Healthcare Services

  • Diesel Engines

  • Construction - Real Estate

  • Automobile Two & Three Wheelers

  • Logistics

  • Tyres & Allied

  • Steel & Iron Products

  • Telecommunication - Service Provider

  • Diversified

  • Industrial Gases & Fuels

  • Consumer Durables - Electronics

  • Consumer Food

  • BPO/ITeS

  • Forgings

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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

  • Equity

  • Sov

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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 ₹19,503.85 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 ₹0.49(0.71%)yesterday to ₹69.09.

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