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
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

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TenureReturns (CAGR)
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


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
Cons Durable7.91


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
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