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
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 60.83
Return (CAGR) 14.55%
Value Research
Kotak Emerging Equity Scheme Fund
Current NAV 42.83
Return (CAGR) 11.92%
Value Research
HDFC Mid Cap Opportunities Fund
Current NAV 56.37
Return (CAGR) 14.61%
Value Research
Nippon India growth fund
Current NAV 1219.99
Return (CAGR) 21.76%
Value Research
Tata Mid Cap Fund
Current NAV 151.2
Return (CAGR) 11.69%
Value Research
Motilal Oswal Midcap 30 Fund
Current NAV 28.46
Return (CAGR) 19.02%
Value Research
Franklin India Prima Fund
Current NAV 981.41
Return (CAGR) 19.09%
Value Research
UTI Mid Cap Fund
Current NAV 106.14
Return (CAGR) 16.70%
Value Research
SBI Magnum Midcap Fund
Current NAV 76
Return (CAGR) 14.56%
Value Research
Aditya Birla SL Mid Cap Fund
Current NAV 283.57
Return (CAGR) 21.18%
Value Research
ICICI Pru Midcap Fund
Current NAV 95.28
Return (CAGR) 15.83%
Value Research
Baroda Pioneer Midcap Fund
Current NAV 9.45
Return (CAGR) -0.60%
Value Research


TenureReturns (CAGR)
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


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
Cons Durable7.3


Portfolio turnover ratio43
Standard Deviation13.1%
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