Axis Midcap Fund (Equity, Mid Cap)

Moderately High
8 yrs 12 monthsStarted on:18 Feb 2011
₹ 4140.72 Cras on: 17 Jan 2020
Long Term Horizon
1.99%
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)
YTD3.02
1 Month3.46
3 Month6.70
1 YR18.24
2 YR9.10
3 YR18.08

SIP Returns

TenureReturns (CAGR)
1 YR23.63
2 YR14.25
3 YR13.84
5 YR13.09

Portfolio

Company Name% Assets
City Union Bank Ltd.4.93
Info Edge (India) Ltd.4.69
Avenue Supermarts Ltd.4.54
Astral Poly Technik Ltd.4.18
Bajaj Finance Ltd.4.05
Voltas Ltd.3.85
Bata India Ltd.3.85
Indraprastha Gas Ltd.3.23
PI Industries Ltd.3.18
Cholamandalam Investment & Finance Co. Ltd.3.05

Top Sectoral Holdings

Sector Name% Assets
Financial24.51
Services15.7
Chemicals11.72
Cons Durable7.96
Healthcare5.37
FMCG4.86
Automobile3.61
Technology3.29
Energy3.23
Engineering1.6

Indicators

LabelValue
Portfolio turnover ratio42
Standard Deviation13.12%
Beta0.72%
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