Axis Mid Cap Fund (Equity, Mid Cap)

Moderately High
7 yrs 6 monthsStarted on:18 Feb 2011
₹ 1564.37 Cras on: 13 Aug 2018
Long Term Horizon
2.50%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD6.24
1 Month4.36
3 Month4.18
1 YR24.71
2 YR18.52
3 YR10.51

SIP Returns

TenureReturns (CAGR)
1 YR19.62
2 YR21.28
3 YR18.89
5 YR19.01

Portfolio

Company Name% Assets
Gruh Finance Ltd.6.31
Page Industries Ltd.5.42
City Union Bank Ltd.5.2
Bajaj Finance Ltd.4.83
Endurance Technologies Ltd.4.19
Supreme Industries Ltd.3.81
Astral Poly Technik Ltd.3.64
Sundaram Finance Ltd.3.22
Mahindra & Mahindra Financial Services Ltd.3.19
Avenue Supermarts Ltd.2.93

Top Sectoral Holdings

Sector Name% Assets
Financial27.4
Automobile11.34
Chemicals10.77
Services7.27
Cons Durable6.98
Healthcare6.78
Textiles5.84
FMCG4.73
Energy2.49
Technology2.25

Indicators

LabelValue
Portfolio turnover ratio98
Standard Deviation15.09%
Beta0.77%
Sharpe Ratio0.24

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 13 Aug 18 28.4
    Returns since inception (CAGR) 12.89%
    Value Research
    Crisil Ranking 4
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