Fund Performance
Lumpsum
SIP
24.23
as on 20 Sep 20213 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,195 today.
NAV Performance
Fund Information
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₹ 68.740
as on 20 Sep 2021 -
Regular - Growth
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2 / 25
-
₹ 5,000
-
₹ 12,813 Cr.
as on 20 Sep 2021 -
1.87%
since 31 May 2021 -
18 Feb 2011
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S&P BSE MidCap TRI
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Axis mutual fund
Show All Funds -
Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Highlights of this fund
Axis Mid Cap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 18 Feb 2011. This fund is offered by one of the top AMC (Assets Management Company) Axis mutual fund. You can also view here all other Equity funds offered by Axis mutual fund.
Latest NAV of the fund is ₹ 68.740 as on 20 Sep 2021.
This fund has 10 years of track record. Since 31 May 2021 expense ratio of this fund is 1.87%. Ideally you shoulds compare this fund with the benchmark S&P BSE MidCap TRI.
You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.
Fund Objective
To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies
List of Fund Managers of Axis Mid Cap Fund
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About Hitesh Das
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About Shreyash Devalkar
Shreyash Devalkar is the Senior Fund Manager as Axis AMC. He joined the AMC in 2016 and took over the responsibility of managing important funds like Bluechip Fund, Midcap Fund, followed by Multicap Fund in 2017. Prior to this, he was associated with BNP Paribas AMC as a Fund Manager for more than 5 years. He has also worked as a Research Analyst at IDFC Asset Management Company (July 2008 to Jan 2011) and IDFC Securities (Sept 2005 to July 2008).
Riskometer : Risk associated with this fund
Investors understand that their principal will be at Moderately High Risk
Fund Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Category Best | 9.85% | 18.52% | 33.75% | 82.63% | 56.34% | 29.97% | 20.91% | 21.11% | 85.90% | 74.05% | 52.49% | 30.77% | 22.14% |
| Category Average | 5.94% | 12.03% | 25.23% | 62.82% | 34.65% | 19.65% | 15.70% | 17.92% | 63.99% | 51.20% | 35.68% | 22.00% | 19.20% |
| Axis Mid Cap Fund | 6.62%₹ 10,662 | 14.72%₹ 11,471 | 26.94%₹ 12,694 | 60.83%₹ 16,083 | 64.77%₹ 15,885 | 36.01%₹ 18,513 | 49.68%₹ 37,540 | 24.23%₹ 19,195 | 37.56%₹ 61,151 | 20.91%₹ 25,851 | 26.74%₹ 1,16,153 | 21.11%₹ 67,992 | 22.14%₹ 3,86,860 |
| DSP Midcap Fund | 5.49%₹ 10,549 | 8.41%₹ 10,840 | 21.99%₹ 12,198 | 45.99%₹ 14,598 | 48.54%₹ 14,961 | 30.92%₹ 17,151 | 41.74%₹ 35,227 | 19.39%₹ 17,033 | 31.48%₹ 56,472 | 15.70%₹ 20,743 | 20.45%₹ 99,823 | 18.28%₹ 53,653 | 19.88%₹ 3,42,372 |
| Invesco India Midcap Fund | 6.43%₹ 10,642 | 12.51%₹ 11,250 | 22.60%₹ 12,260 | 54.35%₹ 15,434 | 56.89%₹ 15,439 | 34.44%₹ 18,087 | 46.79%₹ 36,693 | 20.02%₹ 17,308 | 33.99%₹ 58,372 | 17.37%₹ 22,287 | 22.47%₹ 1,04,828 | 19.16%₹ 57,812 | 20.38%₹ 3,51,742 |
| Kotak Emerging Equity Fund | 4.66%₹ 10,465 | 10.11%₹ 11,010 | 23.27%₹ 12,326 | 66.00%₹ 16,599 | 63.24%₹ 15,799 | 35.40%₹ 18,347 | 52.28%₹ 38,308 | 22.09%₹ 18,217 | 37.41%₹ 61,037 | 17.34%₹ 22,250 | 23.45%₹ 1,07,329 | 20.62%₹ 65,299 | 21.75%₹ 3,78,862 |
| PGIM India Midcap Opportunities Fund | 5.84%₹ 10,583 | 15.78%₹ 11,577 | 33.75%₹ 13,375 | 82.63%₹ 18,262 | 85.90%₹ 17,050 | 56.34%₹ 24,472 | 74.05%₹ 44,985 | 29.97%₹ 21,985 | 52.49%₹ 73,733 | 19.76%₹ 24,646 | 30.77%₹ 1,27,820 | - | - |
| Edelweiss Mid Cap Fund | 4.93%₹ 10,492 | 10.58%₹ 11,057 | 24.43%₹ 12,442 | 66.86%₹ 16,685 | 64.94%₹ 15,894 | 37.08%₹ 18,806 | 54.50%₹ 38,970 | 21.37%₹ 17,898 | 38.46%₹ 61,867 | - | - | - | - |
Portfolio Holdings
Top Sector Holdings of Axis Mid Cap Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Computers - software | 11.91% | ₹ 1,525.87 Cr. |
| Banks | 8.59% | ₹ 1,330.76 Cr. |
| Nbfc | 9.28% | ₹ 1,189.13 Cr. |
| Pharmaceuticals | 5.50% | ₹ 838.22 Cr. |
| Plastic products | 6.26% | ₹ 802.39 Cr. |
| Others | 58.46% | - |
Top Stock Holdings of Axis Mid Cap Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Cholamandalam Investment & Finance Co. Ltd. | 4.32% | ₹ 553.59 Cr. |
| Voltas Limited | 3.82% | ₹ 489.95 Cr. |
| Coforge Ltd. | 3.65% | ₹ 467.16 Cr. |
| Astral Poly Technik Ltd. | 3.64% | ₹ 466.54 Cr. |
| Pi Industries Ltd. | 3.54% | ₹ 453.19 Cr. |
| Others | 81.03% | - |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| TREPS | 4.06% |
| FD | 0.62% |
| Net Receivables | 0.43% |