Axis Midcap Fund (Equity, Mid Cap)

Moderately High
8 yrs 7 monthsStarted on:18 Feb 2011
₹ 2634.45 Cras on: 22 Aug 2019
Long Term Horizon
2.18%
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
DSP Midcap Fund
Current NAV 49.91
Return (CAGR) 13.41%
Value Research
Franklin India Prima Fund
Current NAV 865.32
Return (CAGR) 18.92%
Value Research
Motilal Oswal Midcap 30 Fund
Current NAV 22.9
Return (CAGR) 16.28%
Value Research
HDFC Mid Cap Opportunities Fund
Current NAV 48.25
Return (CAGR) 13.81%
Value Research
Reliance Growth Fund
Current NAV 1015.5
Return (CAGR) 21.34%
Value Research
Aditya Birla SL Mid Cap Fund
Current NAV 245.56
Return (CAGR) 20.86%
Value Research
ICICI Pru Midcap Fund
Current NAV 84.58
Return (CAGR) 15.49%
Value Research
SBI Magnum Midcap Fund
Current NAV 63.76
Return (CAGR) 13.72%
Value Research
UTI Mid Cap Fund
Current NAV 87.22
Return (CAGR) 15.81%
Value Research
Principal Index Fund Midcap
Current NAV 19.58
Return (CAGR) 24.44%
Value Research NA
Baroda Pioneer Midcap Fund
Current NAV 8.15
Return (CAGR) -2.28%
Value Research NA

Tenure

TenureReturns (CAGR)
2 YR7.61
3 YR9.43

SIP Returns

TenureReturns (CAGR)
2 YR0.42
3 YR5.94
5 YR7.96

Portfolio

Company Name% Assets
Info Edge (India) Ltd.6.17
City Union Bank Ltd.5.19
Avenue Supermarts Ltd.4.98
Gruh Finance Ltd.4.82
Mphasis Ltd.3.96
Bata India Ltd.3.72
Bajaj Finance Ltd.3.52
Astral Poly Technik Ltd.3.25
Cholamandalam Investment & Finance Co. Ltd.2.91
Voltas Ltd.2.9

Top Sectoral Holdings

Sector Name% Assets
Financial24.73
Services16.94
Chemicals11.69
Cons Durable6.27
Healthcare4.94
Technology3.96
FMCG3.72
Engineering3.19
Automobile3.11
Energy2.09

Indicators

LabelValue
Portfolio turnover ratio56
Standard Deviation14.01%
Beta0.74%
Sharpe Ratio0.31

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 as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.

Other Funds Managed by Shreyash Devalkar