Axis Midcap (Equity, Mid Cap)

Moderately High
7 yrs 10 monthsStarted on:18 Feb 2011
₹ 1693.15 Cras on: 13 Dec 2018
Long Term Horizon
2.37%
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)
YTD0.99
1 Month2.75
1 YR5.26
2 YR19.23
3 YR12.85

SIP Returns

TenureReturns (CAGR)
1 YR1.01
2 YR10.4
3 YR12.73
5 YR13.33

Portfolio

Company Name% Assets
City Union Bank Ltd.5.29
Gruh Finance Ltd.5.1
Astral Poly Technik Ltd.4.08
Page Industries Ltd.3.96
HDFC Bank Ltd.3.9
Torrent Pharmaceuticals Ltd.3.77
Bajaj Finance Ltd.3.45
Mahindra & Mahindra Financial Services Ltd.3.4
Endurance Technologies Ltd.3.36
Info Edge (India) Ltd.3.32

Top Sectoral Holdings

Sector Name% Assets
Financial27.08
Chemicals10.49
Healthcare9.48
Services8.49
Automobile8.04
Textiles4.36
Cons Durable3.83
Construction2.85
Engineering2.8
Energy2.43

Indicators

LabelValue
Portfolio turnover ratio98
Standard Deviation16.21%
Beta0.76%
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 13 Dec 18 26.95
    Returns since inception (CAGR) 11.72%
    Value Research
    Crisil Ranking 4
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