Axis Mid Cap Fund (Equity, Mid Cap)

Moderately High
7 yrs 9 monthsStarted on:18 Feb 2011
₹ 1562.43 Cras on: 17 Oct 2018
Long Term Horizon
2.55%
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)
1 YR3.36
2 YR10.31
3 YR8.63

SIP Returns

TenureReturns (CAGR)
2 YR7.04
3 YR9.96
5 YR12.62

Portfolio

Company Name% Assets
Page Industries Ltd.6.25
Gruh Finance Ltd.5.66
City Union Bank Ltd.5.49
HDFC Bank Ltd.4.46
Endurance Technologies Ltd.4.31
Bajaj Finance Ltd.3.89
Astral Poly Technik Ltd.3.61
Sundaram Finance Ltd.3.36
Info Edge (India) Ltd.3.11
Torrent Pharmaceuticals Ltd.3.05

Top Sectoral Holdings

Sector Name% Assets
Financial27.66
Chemicals9.98
Automobile9.33
Healthcare8.56
Services7.31
Textiles6.64
Cons Durable5.05
Construction2.99
Engineering2.53
Technology2.52

Indicators

LabelValue
Portfolio turnover ratio100
Standard Deviation16.21%
Beta0.76%
Sharpe Ratio0.28

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 17 Oct 18 25.23
    Returns since inception (CAGR) 11.11%
    Value Research
    Crisil Ranking 4
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