Axis Midcap Fund (Equity, Mid Cap)

Moderately High
8 yrs 7 monthsStarted on:18 Feb 2011
₹ 2634.45 Cras on: 22 Aug 2019
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

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TenureReturns (CAGR)
2 YR7.61
3 YR9.43

SIP Returns

TenureReturns (CAGR)
2 YR0.42
3 YR5.94
5 YR7.96


Company Name% Assets
Info Edge (India) Ltd.6.17
City Union Bank Ltd.5.19
Avenue Supermarts Ltd.4.98
Gruh Finance Ltd.4.82
Mphasis Ltd.3.96
Bata India Ltd.3.72
Bajaj Finance Ltd.3.52
Astral Poly Technik Ltd.3.25
Cholamandalam Investment & Finance Co. Ltd.2.91
Voltas Ltd.2.9

Top Sectoral Holdings

Sector Name% Assets
Cons Durable6.27


Portfolio turnover ratio56
Standard Deviation14.01%
Sharpe Ratio0.31

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