Axis Mid Cap Fund (Equity, Mid Cap)

Moderately High
7 yrs 3 monthsStarted on:18 Feb 2011
₹ 1307.08 Cras on: 20 Apr 2018
Long Term Horizon
2.18%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

Similar Funds
Mirae Asset Emerging Bluechip Fund
Return (CAGR) 22.90%
Crisil Ranking 2
Value Research
UTI-Mid Cap Fund
Return (CAGR) 19.82%
Crisil Ranking 4
Value Research
HDFC Mid-Cap Opportunities Fund
Return (CAGR) 17.82%
Crisil Ranking 3
Value Research
DSP BlackRock Small And Mid Cap Fund
Return (CAGR) 16.47%
Crisil Ranking 3
Value Research
Franklin India PRIMA FUND
Return (CAGR) 20.71%
Crisil Ranking 3
Value Research
Birla Sun Life Midcap Fund -PLAN
Return (CAGR) 24.93%
Crisil Ranking 3
Value Research
SBI Magnum Global Fund
Return (CAGR) 15.16%
Crisil Ranking 4
Value Research
RELIANCE GROWTH FUND
Return (CAGR) 23.38%
Crisil Ranking 2
Value Research
ICICI Prudential Indo Asia Equity Fund
Return (CAGR) 10.53%
Crisil Ranking NA
Value Research
Baroda Pioneer Mid-Cap Fund - Plan A
Return (CAGR) 0.33%
Crisil Ranking NA
Value Research NA
Motilal Oswal MOSt Focused Midcap 30 Fund
Return (CAGR) 25.81%
Crisil Ranking 5
Value Research
Principal Index Fund-Midcap
Return (CAGR) 24.44%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
YTD1.92
1 Month8.03
3 Month0.31
1 YR25.03
2 YR19.70
3 YR11.67

SIP Returns

TenureReturns (CAGR)
1 YR23.22
2 YR22.49
3 YR17.84
5 YR20.39

Portfolio

Company Name% Assets
Gruh Finance Ltd.8.32
Page Industries Ltd.5.07
City Union Bank Ltd.4.66
Sundaram Finance Ltd.4.36
Supreme Industries Ltd.4.07
Bajaj Finance Ltd.4.06
Endurance Technologies Ltd.4.02
Procter & Gamble Hygiene & Health Care Ltd.3.98
Cholamandalam Investment & Finance Co. Ltd.3.44
V-Guard Industries Ltd.3.4

Top Sectoral Holdings

Sector Name% Assets
Financial32.38
Automobile12.6
Chemicals10.83
Services10.03
Cons Durable7.91
FMCG6.11
Textiles5.07
Energy2.94
Engineering2.01
Healthcare1.79

Indicators

LabelValue
Portfolio turnover ratio99
Standard Deviation14.72%
Sharpe Ratio0.43

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, IDFC Capital, JP Morgan Services India and Calyon Bank.

Other Funds Managed by Shreyash Devalkar

  • Nav as on 20 Apr 18 25.97
    Returns since inception (CAGR) 12.20%
    Value Research
    Crisil Ranking 4
© CRISIL Limited 2017. All Rights Reserved