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Partner With Us

Sep 24, 2021


Category

Equity

AUM (Cr.)

14,803.76

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

1.84

Sharpe Ratio

35.16

Beta Ratio

0.00

Fund Manager

Shreyash Devalkar

Inception Date

Feb 18, 2011

Risk Level

Very High

Investment Objective

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period (Months)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Midcap Fund (G) 7.49 30.14 72 25.79 21.09 20.1
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS 7.98 28.52 77.08 21.93 15.97 21.49
Category Rank 2/2 2/2 2/2 2/2 3/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Midcap 30 Fund (G) 41.9429 -0.27 75.56 19.32 12.35 2,235.11 2.09 500.00 invest
Aditya Birla SL Midcap Fund - (G) 461.4500 -0.30 80.26 17.63 12.36 3,225.51 2.11 1,000.00 invest
DSP Midcap Fund (G) 93.1990 -0.31 57.41 21.34 15.74 13,773.75 0.00 500.00 invest
Kotak Emerging Equity Fund (G) 70.6010 -0.36 79.86 24.38 17.37 15,708.53 1.81 5,000.00 invest
Nippon India Growth Fund - (IDCW) 80.6284 -95.92 84.20 23.66 16.87 11,321.55 1.90 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Reverse Repo-C C I Aug 31, 2021 752.38 5.08 -39.45
Equity-Cholaman.Inv.&Fn Aug 31, 2021 627.38 4.24 16.46
Equity-Coforge Aug 31, 2021 585.31 3.95 2.46
Equity-ICICI Bank Aug 31, 2021 553.31 3.74 5.36
Equity-P I Industries Aug 31, 2021 528.49 3.57 15.04
Equity-Bajaj Finance Aug 31, 2021 500.38 3.38 20.82
Equity-HDFC Bank Aug 31, 2021 491.10 3.32 10.86
Equity-Crompton Gr. Con Aug 31, 2021 490.49 3.31 -2.80
Equity-Astral Aug 31, 2021 478.63 3.23 -1.95
Equity-Mindtree Aug 31, 2021 466.58 3.15 26.60

latest news

Axis MF Announces Quarterly & Half Yearly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 27 September 2021 as the record date for dec...

Sep 23, 2021 11:08

Axis Dynamic Equity Fund Announces change in scheme name

Axis Mutual Fund has approved the change in the name of the following Schem...

Aug 24, 2021 12:31

Axis Triple Advantage Fund Announces IDCW

Axis Mutual Fund has announced 26 August 2021 as the record date for declar...

Aug 21, 2021 12:25

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 20 August 2021 as the record date for declar...

Aug 16, 2021 10:33

Axis NIFTY 100 Index Fund Announces Change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under Axis NIF...

Aug 11, 2021 12:21

Axis MF Announces IDCW & monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 26 July 2021 as the record date for declarat...

Jul 22, 2021 09:57

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Midcap Fund (G)
Contact Persone : Shreyash Devalkar
Registered Address : Axis House, 1st Floor, Bombay DyeingMill Compound, PandurangBudhkar Marg, Worli, Mumbai - 400025.
Telephone No : 022-24255100
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com
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