Axis Midcap Fund (Equity, Mid Cap)

Moderately High
8 yrs 10 monthsStarted on:18 Feb 2011
₹ 3551.05 Cras on: 15 Nov 2019
Long Term Horizon
2.12%
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)
YTD10.93
1 Month4.35
3 Month12.67
1 YR16.66
2 YR10.84
3 YR18.07

SIP Returns

TenureReturns (CAGR)
1 YR20.77
2 YR12.13
3 YR13.53
5 YR12.39

Portfolio

Company Name% Assets
Info Edge (India) Ltd.5.55
Avenue Supermarts Ltd.5.18
City Union Bank Ltd.4.9
Bata India Ltd.4.68
Astral Poly Technik Ltd.4.36
Bajaj Finance Ltd.4.2
Voltas Ltd.3.91
Cholamandalam Investment & Finance Co. Ltd.3.34
Indraprastha Gas Ltd.3.11
PI Industries Ltd.3.02

Top Sectoral Holdings

Sector Name% Assets
Financial27.01
Services17.25
Chemicals13.79
Cons Durable8.06
Healthcare5.04
FMCG4.78
Energy3.27
Technology3.1
Automobile2.91
Engineering1.86

Indicators

LabelValue
Portfolio turnover ratio41
Standard Deviation14.51%
Beta0.76%
Sharpe Ratio0.54

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