Axis Midcap Fund (Equity, Mid Cap)

Moderately High
8 yrs 8 monthsStarted on:18 Feb 2011
₹ 3199.73 Cras on: 15 Oct 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)
YTD6.31
1 Month6.58
3 Month5.54
1 YR14.35
2 YR9.24
3 YR11.54

SIP Returns

TenureReturns (CAGR)
1 YR13.88
2 YR8.45
3 YR11.24
5 YR11.01

Portfolio

Company Name% Assets
Avenue Supermarts Ltd.5.37
City Union Bank Ltd.5.15
Info Edge (India) Ltd.4.74
Bata India Ltd.4.74
Bajaj Finance Ltd.4.68
Gruh Finance Ltd.4.32
Astral Poly Technik Ltd.4.27
Voltas Ltd.3.82
Cholamandalam Investment & Finance Co. Ltd.3.56
HDFC Bank Ltd.3.34

Top Sectoral Holdings

Sector Name% Assets
Financial31.1
Services16.6
Chemicals12.39
Cons Durable7.04
FMCG5.08
Technology3.82
Healthcare3.77
Energy3.12
Automobile2.69
Engineering1.92

Indicators

LabelValue
Portfolio turnover ratio41
Standard Deviation14.35%
Beta0.76%
Sharpe Ratio0.46

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