Axis Midcap Fund - Regular Plan - IDCW
Category: Equity: Mid Cap
Launch Date: 18-02-2011
AUM:
₹ 31,913.84 Cr
Expense Ratio
1.56%
Benchmark
BSE 150 MidCap TRI
ISIN
INF846K01867
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Shreyash Devalkar, Ms. Krishnaa N, Mr. Nitin Arora
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Midcap Fund - Regular Plan - IDCW | 4.37 | 20.0 | 23.18 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
42.51
Last change
-0.11 (-0.2588%)
Fund Size (AUM)
₹ 31,913.84 Cr
Performance
17.54% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme aims to generate long term capital growth by investing predominantly in equity and equity related securities of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.
Fund Manager
Mr. Shreyash Devalkar, Ms. Krishnaa N, Mr. Nitin Arora
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| FORTIS HEALTHCARE LIMITED. EQ | 3.29 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 3.04 |
| Persistent Systems Ltd | 2.64 |
| THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- | 2.58 |
| Clearing Corporation of India Ltd | 2.56 |
| Bharti Hexacom Limited | 2.5 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 2.5 |
| J.K.CEMENT LIMITED EQ | 2.34 |
| UNO MINDA LIMITED EQ NEW FV RS. 2/- | 2.18 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.13 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 17.07 |
| Capital Goods | 14.26 |
| Healthcare | 11.52 |
| Consumer Services | 9.36 |
| Automobile and Auto Components | 9.21 |
| Chemicals | 9.01 |
| Information Technology | 7.58 |
| Consumer Durables | 3.59 |
| Realty | 3.58 |
| Telecommunication | 2.74 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis MidCap Reg IDCW | 23.18 |
| Invesco India MidCap Gr | 30.26 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Edelweiss MidCap Reg Gr | 31.88 |
| HDFC Mid Cap Fund Gr | 32.1 |
| Sundaram MidCap Gr | 28.41 |
| ICICI Pru MidCap Gr | 29.35 |
| Kotak Midcap Fund Reg Gr | 29.86 |
| Motilal Oswal Midcap Fund Reg Gr | 35.62 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 31.68 |