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Axis Mid Cap Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
34.700 0.1 (0.29%)

NAV as on 22 Nov, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Small & Mid Cap category by Crisil (for quarter ended Sep 2017) up from Rank 5 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 22 Nov, 2017)

Period Returns (%) Rank #
1 mth 3.0 103
3 mth 9.8 111
6 mth 17.5 26
1 year 37.7 75
2 year 15.8 118
3 year 12.7 96
5 year - -

# Moneycontrol Rank within 151 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.9 5.6 3.9 - -
2016 -7.9 9.2 5.8 -11.5 -2.2
2015 1.1 1.6 -0.7 -2.2 2.0
2014 8.2 36.3 7.7 13.9 78.7
2013 -11.2 -1.5 -5.0 20.6 3.0

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.0 9.8 17.5 37.7 15.8 12.7 --
Category avg 3.4 10.7 12.0 36.0 18.3 12.4 12.9
Difference of Fund returns and Category returns -0.4 -0.9 5.5 1.7 -2.5 0.3 --
Best of category 10.4 25.4 33.9 65.3 35.0 32.2 32.9
Worst of category -0.4 3.5 5.0 24.0 10.3 9.7 16.7
Benchmark returns # 3.9 12.5 16.0 41.1 24.1 -- --
Difference of Fund returns and Benchmark returns -0.9 -2.7 1.5 -3.4 -8.3 12.7 --
Axis Mid Cap Fund - Direct Plan (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 66.59 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Ashish Naik
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments 1% if redeemed / switched - out within 12 months from the date of allotment (w.e.f. 5th May 2014).

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Rank 3
2,159.33 11.0 14.2 37.0 19.4 --
HDFC MidCap Opportunities (G) Rank 3
15,512.00 10.7 13.6 35.7 18.3 26.8
Franklin (I) Smaller Co -Direct (G) Rank 2
1,210.34 12.1 14.4 39.4 21.3 --
Franklin (I) Smaller Cos (G) Rank 2
4,898.91 11.7 13.7 37.6 19.7 30.6
Franklin India Prima Fund (G) Rank 3
5,226.56 8.5 10.2 33.2 17.2 26.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Equity Sector Value
(Rs cr)
Asset %
GRUH Finance Banking/Finance 4.29 6.44
Page Industries Manufacturing 3.83 5.75
City Union Bank Banking/Finance 3.12 4.68
Endurance Techn Automotive 2.36 3.55
P and G Cons NonDurable 2.30 3.45
Bajaj Finserv Banking/Finance 2.10 3.16
Sundaram Fin Banking/Finance 2.06 3.10
UPL Chemicals 2.03 3.05
Supreme Ind Manufacturing 1.94 2.91
Bajaj Finance Banking/Finance 1.80 2.70

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 27.28 0.00 0.00
Automotive 14.42 0.00 0.00
Manufacturing 10.04 0.00 0.00
Miscellaneous 7.98 0.00 0.00
Chemicals 6.61 0.00 0.00
Cons NonDurable 4.45 0.00 0.00

View All Sectors

Asset Allocation (%)(Sep 29, 17)

Equity 92.34
Others 0.00
Debt 0.25
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.41

View All

Concentration

Holdings (%)
Top 5 23.87
Top 10 38.79
Sector (%)
Top 3 51.74

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