Axis Midcap Fund (Equity, Mid Cap)

Moderately High
9 yrs 1 monthsStarted on:18 Feb 2011
₹ 4817.74 Cras on: 25 Feb 2020
Long Term Horizon
1.96%
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)
YTD5.64
1 Month1.70
3 Month6.74
1 YR22.02
2 YR12.78
3 YR16.76

SIP Returns

TenureReturns (CAGR)
1 YR24.8
2 YR15.72
3 YR14.44
5 YR13.69

Portfolio

Company Name% Assets
Avenue Supermarts Ltd.5.01
Bata India Ltd.4.41
City Union Bank Ltd.4.37
Astral Poly Technik Ltd.3.92
Info Edge (India) Ltd.3.74
Indraprastha Gas Ltd.3.72
Voltas Ltd.3.62
Bajaj Finance Ltd.3.46
PI Industries Ltd.3.36
Ipca Laboratories Ltd.3

Top Sectoral Holdings

Sector Name% Assets
Financial21.88
Services15.24
Chemicals11.26
Cons Durable7.3
FMCG6.45
Healthcare6.31
Energy4.38
Automobile3.7
Technology3.27
Construction3.01

Indicators

LabelValue
Portfolio turnover ratio43
Standard Deviation13.1%
Beta0.73%
Sharpe Ratio0.89

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