Download Mobile Apps
-
Mutual Funds
-
Genius
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
Knowing this helps you control risk in your portfolio
Your investor personality
Adventurer
You confirm that you have seen and understood your investor personality by entering the OTP.
刀塔2官方软件下载
NAV as of ( Sep 09, 2022 )
₹ 79.27 0.41 % 1-D Change
Returns
19.78% p.a.
You get upto 1.23% extra returns
ET Money's Fund Report Card - Axis Midcap Fund
ET Money Rank
5
Out of 20
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
-
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
vs
Show performance of:
Scheme Details
| ET Money Rank | 5 Out of 20 |
| VRO Rating | |
| Expense ratio | 0.52% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 19,504 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | S&P BSE 150 MidCap TRI |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 5000 |
About Axis Midcap Fund
Axis Midcap Direct Plan-Growth is a Mid Cap mutual fund scheme from
Axis Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Axis Midcap Direct Plan-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 0.52%, which is less than what most other
Mid Cap
funds charge.
.....
- Axis Midcap Direct Plan-Growth returns of last 1-year are 3.89%. Since launch, it has delivered 19.80% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- Axis Midcap Direct Plan-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..
Find your investor personality!
Answer a few simple questions and understand why you take the financial decisions you do.
Investment Returns Calculator
Total investment
Invested
Profit
Current value of investment
| Total value | Profit |
|
|
|---|---|---|---|
|
This fund
|
|||
|
Category Average
|
|||
|
Bank FD
|
|||
|
Gold
|
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
CBLO 10.65%
Treasury Bills 0.71%
Net Receivables 0.49%
Other Holdings
Others 0.49%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
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% | ||
| SBI Magnum Midcap Fund | 15.7% | ||
| DSP Midcap Fund | 12.14% | ||
| Franklin India Prima Fund | 11.64% | ||
| Baroda BNP Paribas Midcap Fund | 13.8% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 2.79% | 4.22% | 25 / 28 |
| 3 months | 18.65% | 19.72% | 18 / 27 |
| 6 months | 8.95% | 13.34% | 23 / 25 |
| 1 year | 2.99% | 9.73% | 20 / 23 |
| 3 years | 27.35% | 28.83% | 12 / 21 |
| 5 years | 18.74% | 14.92% | 3 / 19 |
Know in detail about the returns of this fund See detailed Return Analysis
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 : 2.54
- Beta : 0.76
- Sharpe : 1.12
- Sortino : 1.25
-
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
