Axis Mid Cap Fund (Equity, Mid Cap)

Moderately High
7 yrs 5 monthsStarted on:18 Feb 2011
₹ 1424.94 Cras on: 15 Jun 2018
Long Term Horizon
2.17%
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

Similar Funds
Mirae Asset Emerging Bluechip Fund
Return (CAGR) 22.22%
Crisil Ranking 2
Value Research
UTI-Mid Cap Fund
Return (CAGR) 18.99%
Crisil Ranking 4
Value Research
HDFC Mid-Cap Opportunities Fund
Return (CAGR) 17.15%
Crisil Ranking 3
Value Research
DSP BlackRock Small And Mid Cap Fund
Return (CAGR) 15.84%
Crisil Ranking 3
Value Research
Franklin India PRIMA FUND
Return (CAGR) 20.47%
Crisil Ranking 3
Value Research
Aditya Birla Sun Life Midcap Fund -PLAN
Return (CAGR) 24.34%
Crisil Ranking 3
Value Research
SBI Magnum Global Fund
Return (CAGR) 14.84%
Crisil Ranking 4
Value Research
RELIANCE GROWTH FUND
Return (CAGR) 23.03%
Crisil Ranking 2
Value Research
ICICI Prudential Indo Asia Equity Fund
Return (CAGR) 9.62%
Crisil Ranking NA
Value Research
Baroda Pioneer Mid-Cap Fund - Plan A
Return (CAGR) -0.60%
Crisil Ranking NA
Value Research NA
Motilal Oswal MOSt Focused Midcap 30 Fund
Return (CAGR) 24.69%
Crisil Ranking 5
Value Research
Principal Index Fund-Midcap
Return (CAGR) 24.44%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
YTD1.19
1 Month0.20
3 Month4.81
1 YR18.08
2 YR18.55
3 YR12.37

SIP Returns

TenureReturns (CAGR)
1 YR14.08
2 YR18.48
3 YR16.27
5 YR18.69

Portfolio

Company Name% Assets
Gruh Finance Ltd.7.85
Bajaj Finance Ltd.5.33
City Union Bank Ltd.5.28
Page Industries Ltd.5.17
Sundaram Finance Ltd.4.39
Supreme Industries Ltd.4.07
Endurance Technologies Ltd.3.82
V-Guard Industries Ltd.3.56
Astral Poly Technik Ltd.3.23
Avenue Supermarts Ltd.3.05

Top Sectoral Holdings

Sector Name% Assets
Financial29.22
Automobile12.91
Chemicals9.73
Cons Durable8.39
Services6.48
FMCG6.18
Textiles5.17
Healthcare3.48
Engineering2.08
Energy1.91

Indicators

LabelValue
Portfolio turnover ratio94
Standard Deviation15.04%
Sharpe Ratio0.35

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 15 Jun 18 27.18
    Returns since inception (CAGR) 12.57%
    Value Research
    Crisil Ranking 4
© CRISIL Limited 2017. All Rights Reserved