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Axis Midcap Fund - Regular Plan - IDCW

Category: Equity: Mid Cap Launch Date: 18-02-2011
AUM:

₹ 26,636.78 Cr

Expense Ratio

1.59%

Benchmark

S&P BSE 150 MidCap TRI

ISIN

INF846K01867

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

1000

Fund Manager

Shreyash Devalkar, Nitin Arora, Krishnaa N

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Axis Midcap Fund - Regular Plan - IDCW 38.57 19.51 21.57
S&P BSE 150 MidCap TRI 54.49 27.25 27.09
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
39.1
Last change
0.25 (0.6394%)
Fund Size (AUM)
₹ 26,636.78 Cr
Performance
17.79% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme aims to generate long term capital growth by investing predominantly in equity and equity related securities of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Fund Manager
Shreyash Devalkar, Nitin Arora, Krishnaa N
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Trent Ltd. 4.42
Others 3.91
Supreme Industries Ltd. 3.73
The Indian Hotels Company Ltd. 3.69
Cummins India Ltd. 3.44
Cholamandalam Investment and Finance Company Ltd. 3.04
The Phoenix Mills Ltd. 2.69
ICICI Bank Ltd. 2.49
Schaeffler India Ltd. 2.42
UNO Minda Ltd. 2.37

Sector Allocation

Sector Holdings (%)
Capital Goods 15.01
Services 12.73
Financial 12.3
Automobile 10.57
Healthcare 9.12
Materials 7.7
Chemicals 7.23
Others 4.81
Construction 3.82
Technology 3.64

Peer Comparison

Scheme Name 5Y (%)
Axis MidCap Reg IDCW 21.57
Quant MidCap Gr 34.34
JM Midcap Fund Reg Gr 0.0
ITI Mid Cap Fund Reg Gr 0.0
Mahindra Manulife Mid Cap Fund Reg Gr 27.08
HSBC Midcap Fund Reg Growth 21.44
Motilal Oswal Midcap Fund Reg Gr 27.86
Nippon India Growth Fund Gr Gr 26.4
ICICI Pru MidCap Gr 22.77
HDFC Mid-Cap Opportunities Gr 25.38