Axis Midcap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 06-02-2011
AUM:
₹ 28,063.16 Cr
Expense Ratio
1.58%
Benchmark
BSE 150 MidCap TRI
ISIN
INF846K01859
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 - Growth | 8.71 | 16.28 | 23.5 |
| Benchmark | - | - | - |
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
103.76
Last change
-0.35 (-0.3373%)
Fund Size (AUM)
₹ 28,063.16 Cr
Performance
17.9% (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 (%) |
|---|---|
| Clearing Corporation of India Ltd | 11.87 |
| FORTIS HEALTHCARE LIMITED. EQ | 3.31 |
| THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- | 3.18 |
| Persistent Systems Ltd | 2.87 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 2.75 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.17 |
| Bharti Hexacom Limited | 2.14 |
| J.K.CEMENT LIMITED EQ | 2.14 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.11 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 2.02 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 15.17 |
| Healthcare | 12.78 |
| N/A | 11.84 |
| Capital Goods | 11.47 |
| Automobile and Auto Components | 8.53 |
| Consumer Services | 7.9 |
| Chemicals | 7.67 |
| Information Technology | 7.17 |
| Consumer Durables | 4.45 |
| Realty | 3.14 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis MidCap Reg Gr | 23.5 |
| Invesco India MidCap Gr | 28.99 |
| Edelweiss MidCap Reg Gr | 32.15 |
| Motilal Oswal Midcap Fund Reg Gr | 35.62 |
| Franklin India Prima Fund Gr | 27.11 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Sundaram MidCap Gr | 28.75 |
| Nippon India Growth Fund Gr Gr | 32.71 |
| Kotak Emerging Equity Sch Gr | 29.35 |
| HDFC Mid-Cap Opportunities Gr | 32.26 |