Fund Performance
Lumpsum
SIP
19.06
as on 28 Nov 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,884 today.
NAV Performance
Fund Information
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₹ 80.490
as on 28 Nov 2023 -
Regular - Growth
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10 / 25
-
₹ 5,000
-
₹ 18,749 Cr.
as on 31 May 2023 -
1.64%
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18 Feb 2011
-
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 ₹ 80.490 as on 28 Nov 2023.
This fund has 12 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.64%. 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 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).
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About Vinayak Jayanath
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 | 10.06% | 10.91% | 28.51% | 33.23% | 41.90% | 35.11% | 25.32% | 22.67% | 50.70% | 33.62% | 30.22% | 31.44% | 20.79% |
| Category Average | 6.67% | 6.69% | 21.03% | 24.92% | 16.52% | 25.46% | 19.64% | 19.35% | 39.67% | 25.14% | 22.20% | 23.61% | 17.49% |
| Axis Mid Cap Fund | 5.49%₹ 10,549 | 4.30%₹ 10,430 | 13.67%₹ 11,367 | 17.74%₹ 11,774 | 28.20%₹ 13,765 | 8.27%₹ 11,728 | 17.04%₹ 28,392 | 19.06%₹ 16,884 | 15.47%₹ 45,288 | 18.81%₹ 23,687 | 19.38%₹ 97,242 | 19.80%₹ 60,931 | 17.15%₹ 2,95,390 |
| Kotak Emerging Equity Fund | 5.37%₹ 10,536 | 5.38%₹ 10,538 | 19.09%₹ 11,909 | 22.48%₹ 12,248 | 33.50%₹ 14,083 | 15.69%₹ 13,395 | 23.01%₹ 29,995 | 26.03%₹ 20,028 | 21.34%₹ 49,195 | 21.39%₹ 26,369 | 24.45%₹ 1,09,946 | 22.67%₹ 77,257 | 19.22%₹ 3,30,287 |
| SBI Magnum Mid Cap Fund | 5.36%₹ 10,536 | 6.59%₹ 10,659 | 17.98%₹ 11,798 | 24.33%₹ 12,432 | 34.54%₹ 14,145 | 15.85%₹ 13,431 | 23.52%₹ 30,133 | 28.88%₹ 21,422 | 22.88%₹ 50,254 | 21.79%₹ 26,809 | 26.32%₹ 1,14,978 | 20.25%₹ 63,287 | 17.95%₹ 3,08,383 |
| Nippon India Growth Fund | 8.16%₹ 10,815 | 10.12%₹ 11,011 | 27.27%₹ 12,726 | 33.23%₹ 13,322 | 50.70%₹ 15,092 | 20.55%₹ 14,546 | 32.16%₹ 32,510 | 30.34%₹ 22,160 | 27.86%₹ 53,787 | 23.18%₹ 28,380 | 27.98%₹ 1,19,629 | 20.23%₹ 63,179 | 19.62%₹ 3,37,557 |
| PGIM India Midcap Opportunities Fund | 6.57%₹ 10,657 | 5.28%₹ 10,527 | 12.71%₹ 11,271 | 11.07%₹ 11,106 | 23.53%₹ 13,481 | 9.09%₹ 11,906 | 14.82%₹ 27,807 | 25.38%₹ 19,721 | 16.50%₹ 45,960 | 23.65%₹ 28,924 | 18.10%₹ 3,10,856 | - | - |
| Motilal Oswal Midcap 30 Fund | 7.39%₹ 10,738 | 10.68%₹ 11,068 | 19.50%₹ 11,950 | 28.11%₹ 12,811 | 42.84%₹ 14,635 | 23.45%₹ 15,257 | 30.48%₹ 32,043 | 33.24%₹ 23,674 | 30.22%₹ 55,511 | 23.25%₹ 28,451 | 28.89%₹ 1,22,241 | - | - |
Portfolio Holdings
Top Sector Holdings of Axis Mid Cap Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| NBFC | 10.81% | ₹ 2,250.16 Cr. |
| Auto ancillaries | 6.31% | ₹ 1,313.28 Cr. |
| Banks | 6.25% | ₹ 1,301.86 Cr. |
| Plastic products | 6.18% | ₹ 1,287.27 Cr. |
| Computers - Software | 5.95% | ₹ 1,238.16 Cr. |
| Others | 64.50% | - |
Top Stock Holdings of Axis Mid Cap Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Cholamandalam Investment & Finance Co. Ltd. | 4.93% | ₹ 1,025.55 Cr. |
| Indian Hotels Company Limited | 3.78% | ₹ 786.33 Cr. |
| ICICI Bank Ltd. | 3.38% | ₹ 703.11 Cr. |
| Astral Ltd. | 3.14% | ₹ 653.82 Cr. |
| Supreme Industries Ltd. | 3.04% | ₹ 633.45 Cr. |
| Others | 81.73% | - |
Top Debt Instrument Type holdings of Axis Mid Cap Fund
| Instrument Type | Holding Percentage | Holding Values in Crore |
|---|---|---|
| T-Bills | 0.55% | ₹ 114.68 Cr. |
| Others | 99.45% | - |
Top Debt Holdings of Axis Mid Cap Fund
| Name of Debt Instrument | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Bond - T-Bill | 0.55% | ₹ 114.68 Cr. |
| Others | 99.45% |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| TREPS | 10.19% |
| Net Receivables | -0.09% |