Axis Midcap Fund (Equity, Mid Cap)

Moderately High
9 yrs 2 monthsStarted on:18 Feb 2011
₹ 5192.94 Cras on: 01 Apr 2020
Long Term Horizon
1.94%
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)
3 YR4.86

SIP Returns

TenureReturns (CAGR)
5 YR2.51

Portfolio

Company Name% Assets
Avenue Supermarts Ltd.5.52
City Union Bank Ltd.3.9
Bata India Ltd.3.85
Voltas Ltd.3.76
Astral Poly Technik Ltd.3.52
Ipca Laboratories Ltd.3.44
PI Industries Ltd.3.35
Trent Ltd.2.92
Cholamandalam Investment & Finance Co. Ltd.2.91
Bajaj Finance Ltd.2.85

Top Sectoral Holdings

Sector Name% Assets
Financial19.01
Services15.37
Chemicals11.2
Healthcare9.62
Cons Durable7.16
FMCG5.59
Automobile3.53
Technology3.21
Energy3.15
Construction2.07

Indicators

LabelValue
Portfolio turnover ratio47
Standard Deviation17.82%
Beta0.74%
Sharpe Ratio0.08

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