Axis Midcap Fund - Growth - Direct Plan

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  • 1.21 %Nav, as on 04-12-2023

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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

  • 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 7.79 4.76 20.52 21.24 20.46 19.29
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 150 MidCap - TRI 10.12 9.14 32.12 29.16 22.22 14.74

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 Unrated 20.52 21.24 20.46 0.54 21,962.26
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 35.31 31.81 22.77 0.85 47,846.43
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 24.84 27.99 23.21 0.38 33,699.92
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 35.92 32.55 24.49 0.88 19,081.97
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 28.76 19.14 18.30 0.82 14,463.65
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 26.66 30.27 23.00 0.86 13,202.34

Fund Holdings as on 31-October-2023

  • Clearing Corporation of India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Supreme Industries Limited

  • Trent Limited

  • The Indian Hotels Company Limited

  • Persistent Systems Limited

  • Bajaj Finance Limited

  • ICICI Bank Limited

  • Astral Limited

  • TVS Motor Company Limited

  • Sona BLW Precision Forgings Limited

  • PI Industries Limited

  • UNO Minda Limited

  • Schaeffler India Limited

  • Coromandel International Limited

  • Cummins India Limited

  • CG Power and Industrial Solutions Limited

  • Fortis Healthcare Limited

  • Coforge Limited

  • The Phoenix Mills Limited

  • Abbott India Limited

  • Tata Communications Limited

  • Sundaram Finance Limited

  • ABB India Limited

  • JK Cement Limited

  • The Federal Bank Limited

  • Avenue Supermarts Limited

  • Grindwell Norton Limited

  • HDFC Bank Limited

  • MphasiS Limited

  • Mahindra & Mahindra Financial Services Limited

  • Linde India Limited

  • Balkrishna Industries Limited

  • Bata India Limited

  • Alkem Laboratories Limited

  • 3M India Limited

  • Endurance Technologies Limited

  • SKF India Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Motherson Sumi Wiring India Limited

  • Navin Fluorine International Limited

  • Vedant Fashions Limited

  • Aditya Birla Fashion and Retail Limited

  • K.P.R. Mill Limited

  • Solar Industries India Limited

  • The Ramco Cements Limited

  • Voltas Limited

  • Fine Organic Industries Limited

  • Bharat Forge Limited

  • Gujarat Gas Limited

  • Crompton Greaves Consumer Electricals Limited

  • Carborundum Universal Limited

  • 182 Days Tbill (MD 21/12/2023)

  • IPCA Laboratories Limited

  • Tata Power Company Limited

  • Page Industries Limited

  • Jubilant Foodworks Limited

  • Zomato Limited

  • Sumitomo Chemical India Limited

  • Honeywell Automation India Limited

  • Dixon Technologies (India) Limited

  • CreditAccess Grameen Limited

  • United Breweries Limited

  • Mankind Pharma Limited

  • Net Receivables / (Payables)

  • Bharat Dynamics Limited

  • Timken India Limited

  • Atul Limited

  • Sundram Fasteners Limited

  • JB Chemicals & Pharmaceuticals Limited

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  • Finance - NBFC

  • Plastic Products

  • Miscellaneous

  • Retailing

  • IT - Software

  • Auto Ancillary

  • Bank - Private

  • Electric Equipment

  • Pharmaceuticals & Drugs

  • Hotel, Resort & Restaurants

  • Bearings

  • Automobile Two & Three Wheelers

  • Pesticides & Agrochemicals

  • Chemicals

  • Cement & Construction Materials

  • Fertilizers

  • Diesel Engines

  • Abrasives

  • Textile

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Telecommunication - Service Provider

  • Industrial Gases & Fuels

  • Tyres & Allied

  • Diversified

  • Steel & Iron Products

  • Consumer Durables - Electronics

  • Air Conditioners

  • Forgings

  • Gas Transmission/Marketing

  • Consumer Durables - Domestic Appliances

  • Power Generation/Distribution

  • Consumer Food

  • e-Commerce

  • Breweries & Distilleries

  • Defence

  • Fasteners

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Fund Manager

  • Cash

  • Equity

  • Sovereign

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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 ₹21,962.26 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 ₹1.14(1.21%)yesterday to ₹95.07.

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 Vinayak Jayanath.

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