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NAV as of ( Sep 09, 2022 )
₹ 70.32 0.4 % 1-D Change
Returns
18.4% p.a.
Earn upto 1.23% extra returns with Direct Plan
ET Money's Fund Report Card - Axis Midcap Fund
ET Money Rank
Not yet ranked
Performance Quality
Very Good
Generated returns consistently
3/5
Increased returns for each unit of additional risk
4/5
Downside Protection
Excellent
Controlled losses during market corrections
4/5
Delivered returns without frequent ups and downs
5/5
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Monthly SIP
Monthly SIP is not available for this fund
-
Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 1.75% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 19,504 Crs |
| Lock-in | No Lockin |
| Age | 11 yrs 7 m Since Jan 31, 2011 |
| Benchmark | S&P BSE 150 MidCap TRI |
| Min. Investment |
SIP ₹ 1000 & Lumpsum ₹ 5000 |
About Axis Midcap Fund
Axis Midcap Fund-Growth is a Mid Cap mutual fund scheme from
Axis Mutual Fund
. This fund has been in existence for 11 yrs 7 m, having been launched on 31/01/2011. Axis Midcap Fund-Growth has ₹19,504 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.75%, which is higher than what most other
Mid Cap
funds charge.
.....
- Axis Midcap Fund-Growth returns of last 1-year are 2.54%. Since launch, it has delivered 18.37% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- Axis Midcap Fund-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
- The fund has the majority of its money invested in Financial, Services, Materials, Technology, Chemicals sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
- The fund's top 5 holdings are in Cholamandalam Investment & Finance Co. Ltd., ICICI Bank Ltd., Trent Ltd., Bajaj Finance Ltd., PI Industries Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 19.16%
Mid Cap 66.37%
Small Cap 2.62%
Other Cap 0%
Allocation by Sector
Financial 15.43%
Services 11.92%
Materials 8.85%
Technology 8.52%
Top Debt Holdings
Others 10.65%
Reserve Bank of India 0.71%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Bifurcation by Instrument is not available for this fund
Other Holdings
Others 0.49%
Comparison with mid cap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Mid Cap Fund | 22.05% | ||
| PGIM India Midcap Opportunities Fund | 21.31% | ||
| Axis Midcap Fund | 18.74% | ||
| Edelweiss Mid Cap Fund | 17.15% | ||
| Kotak Emerging Equity Fund | 17.09% | ||
| Invesco India Mid Cap Fund | 16.36% | ||
| Axis Midcap Fund | 17.25% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 2.69% | 4.14% | 25 / 28 |
| 3 months | 18.28% | 19.41% | 18 / 27 |
| 6 months | 8.25% | 12.73% | 23 / 25 |
| 1 year | 1.66% | 8.52% | 20 / 23 |
| 3 years | 25.65% | 27.34% | 13 / 21 |
| 5 years | 17.25% | 13.62% | 3 / 19 |
| 10 years | 20.14% | 18.95% | 4 / 17 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Axis Midcap Fund
EQUITY MID CAP
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
- Std. Dev : 19.9
- Alpha : 1.17
- Beta : 0.76
- Sharpe : 1.05
- Sortino : 1.17
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Shreyash Devalkar
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Axis Mutual Fund
TOTAL AUM:
₹2,46,127 Crs
As on Jun 30, 2022
- Phone: 022-24255161
-
Address: "Axis House" - 1st Floor,
C-2 - Wadia International Centre,
Pandurang Budhkar Marg , Worli,
Mumbai, 400025
