Axis Midcap (Equity, Mid Cap)

Moderately High
8 yrs 1 monthsStarted on:18 Feb 2011
₹ 1779.24 Cras on: 22 Feb 2019
Long Term Horizon
2.39%
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)
3 Month1.67
1 YR5.14
2 YR14.11
3 YR16.06

SIP Returns

TenureReturns (CAGR)
2 YR5.05
3 YR9.78
5 YR10.85

Portfolio

Company Name% Assets
City Union Bank Ltd.5.72
Info Edge (India) Ltd.5.16
Torrent Pharmaceuticals Ltd.4.24
Astral Poly Technik Ltd.4.23
Gruh Finance Ltd.4.23
HDFC Bank Ltd.3.62
Mahindra & Mahindra Financial Services Ltd.3.43
Endurance Technologies Ltd.3.37
Divi's Laboratories Ltd.3.05
Bajaj Finance Ltd.3.02

Top Sectoral Holdings

Sector Name% Assets
Financial25.55
Chemicals10.56
Services10.26
Healthcare10.16
Automobile6.61
Cons Durable4.25
Engineering3.48
Construction2.96
Energy2.8
FMCG2.03

Indicators

LabelValue
Portfolio turnover ratio74
Standard Deviation16.18%
Beta0.77%
Sharpe Ratio0.44

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 22 Feb 19 26.79
    Returns since inception (CAGR) 11.39%
    Value Research