Fund Performance
Lumpsum
SIP
16.02
as on 31 Jan 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,621 today.
NAV Performance
Fund Information
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₹ 64.800
as on 31 Jan 2023 -
Regular - Growth
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4 / 25
-
₹ 5,000
-
₹ 16,107 Cr.
as on 31 Dec 2021 -
1.81%
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18 Feb 2011
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Nifty 50
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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 ₹ 64.800 as on 31 Jan 2023.
This fund has 11 years of track record. Since 31 Oct 2021 expense ratio of this fund is 1.81%. Ideally you shoulds compare this fund with the benchmark Nifty 50.
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 Very 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 | -2.04% | 0.59% | 7.42% | 26.13% | 41.90% | 30.16% | 17.61% | 18.44% | 12.25% | 18.51% | 29.48% | 24.80% | 18.10% |
| Category Average | -3.59% | -3.53% | 0.75% | 2.06% | 20.24% | 18.70% | 10.61% | 16.20% | 0.86% | 6.54% | 18.82% | 16.40% | 15.43% |
| Axis Mid Cap Fund | -2.51%₹ 9,748 | -5.35%₹ 9,465 | -2.32%₹ 9,767 | -4.44%₹ 9,556 | -4.16%₹ 11,727 | 14.98%₹ 13,229 | 1.77%₹ 24,444 | 16.02%₹ 15,621 | 13.16%₹ 43,821 | 14.23%₹ 19,453 | 14.98%₹ 87,353 | 16.97%₹ 48,000 | 16.15%₹ 2,80,006 |
| Kotak Emerging Equity Fund | -2.23%₹ 9,776 | -2.10%₹ 9,790 | 2.40%₹ 10,239 | 3.70%₹ 10,369 | 4.79%₹ 12,310 | 22.09%₹ 14,922 | 9.35%₹ 26,382 | 19.96%₹ 17,271 | 21.91%₹ 49,605 | 12.84%₹ 18,304 | 19.05%₹ 96,518 | 18.52%₹ 54,755 | 18.29%₹ 3,14,250 |
| PGIM India Midcap Opportunities Fund | -2.40%₹ 9,759 | -5.01%₹ 9,499 | -0.81%₹ 9,918 | -2.40%₹ 9,759 | -0.31%₹ 11,980 | 24.14%₹ 15,428 | 7.77%₹ 25,973 | 29.70%₹ 21,832 | 25.19%₹ 51,895 | 16.04%₹ 21,045 | 23.74%₹ 1,08,147 | - | - |
| Edelweiss Mid Cap Fund | -2.32%₹ 9,767 | -4.35%₹ 9,564 | 2.13%₹ 10,213 | 1.96%₹ 10,195 | 3.26%₹ 12,212 | 21.55%₹ 14,791 | 8.11%₹ 26,062 | 21.29%₹ 17,851 | 21.51%₹ 49,332 | 11.10%₹ 16,928 | 18.55%₹ 95,348 | - | - |
| Nippon India Growth Fund | -1.55%₹ 9,845 | -1.80%₹ 9,819 | 4.84%₹ 10,483 | 3.69%₹ 10,368 | 6.52%₹ 12,421 | 22.91%₹ 15,124 | 10.90%₹ 26,785 | 20.83%₹ 17,649 | 22.86%₹ 50,264 | 12.56%₹ 18,072 | 19.27%₹ 97,044 | 15.62%₹ 42,738 | 16.39%₹ 2,83,644 |
| Tata Mid Cap Growth Fund | -2.70%₹ 9,729 | -3.27%₹ 9,673 | 0.90%₹ 10,090 | -0.88%₹ 9,911 | 0.61%₹ 12,040 | 17.73%₹ 13,873 | 5.29%₹ 25,339 | 16.77%₹ 15,928 | 16.80%₹ 46,168 | 10.61%₹ 16,561 | 15.79%₹ 89,106 | 17.51%₹ 50,232 | 15.69%₹ 2,73,126 |
Portfolio Holdings
Top Sector Holdings of Axis Mid Cap Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Computers - Software | 14.54% | ₹ 2,454.26 Cr. |
| NBFC | 7.90% | ₹ 1,330.15 Cr. |
| Banks | 7.61% | ₹ 1,280.25 Cr. |
| Retailing | 7.48% | ₹ 1,259.16 Cr. |
| Plastic products | 5.23% | ₹ 880.92 Cr. |
| Others | 57.24% | - |
Top Stock Holdings of Axis Mid Cap Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Coforge Ltd. | 3.93% | ₹ 661.91 Cr. |
| ICICI Bank Ltd. | 3.78% | ₹ 635.70 Cr. |
| Cholamandalam Investment & Finance Co. Ltd. | 3.50% | ₹ 589.28 Cr. |
| Avenue Supermarts Ltd. | 3.33% | ₹ 559.92 Cr. |
| Mindtree Ltd. | 3.25% | ₹ 547.94 Cr. |
| Others | 82.21% | - |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| TREPS | 8.93% |
| FD | 1.23% |
| Net Receivables | -2.42% |