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Axis Mid Cap Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
25.930 0.55 (2.08%)

NAV as on 20 Apr, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 20 Apr, 2015)

Period Returns (%) Rank #
1 mth 1.2 67
3 mth -0.8 85
6 mth 15.8 87
1 year 62.5 62
2 year 43.2 59
3 year - -
5 year - -

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.1 - - - -
2014 8.2 36.3 7.7 13.9 -
2013 -11.2 -1.5 -5.0 20.6 3.0

View where it stands within its peers

* Returns over 1 year are Annualised

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 1.2 -0.8 15.8 62.5 43.2 -- --
Category avg 1.4 1.3 18.8 56.3 32.4 21.8 11.6
Difference of Fund returns and Category returns -0.2 -2.1 -3.0 6.2 10.8 -- --
Best of category 7.5 11.4 43.4 112.8 64.5 40.8 26.3
Worst of category -1.6 -6.4 -2.2 29.3 29.0 15.3 8.0
Benchmark returns # -0.7 -1.6 12.6 42.7 29.4 18.0 8.4
Difference of Fund returns and Benchmark returns 1.9 0.8 3.2 19.8 13.8 -- --
# 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) 53.28 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Pankaj Murarka
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 3.00%
Load Comments Exit load 3% if redeemed / switched- out up to 6 months, 2% if redeemed / switched - out after 6 months & up to 12 months and 1% if redeemed / switched - out after 12 months & up to 24 months from the date of allotment

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 Opportunities (G) Rank 4
8,957.92 0.2 17.9 58.1 31.4 22.2
ICICI Pru Value Discovery Fund (G) Rank 4
8,224.72 1.3 15.5 58.8 32.5 20.8
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
IDFC Premier Equity - Regular (G) Rank 5
6,465.61 4.2 21.0 56.6 30.0 20.3
UTI Mid Cap (G) Rank 2
2,479.20 2.6 17.7 71.3 36.9 21.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Tata Chemicals Chemicals 2.41 4.52
Federal Bank Banking/Finance 1.96 3.67
Guj State Petro Oil & Gas 1.84 3.45
Pfizer Pharmaceuticals 1.82 3.41
DCB Bank Banking/Finance 1.81 3.39
Voltas Conglomerates 1.66 3.11
Sundaram Fin Banking/Finance 1.35 2.54
Sanofi India Pharmaceuticals 1.34 2.51
Torrent Power Utilities 1.29 2.42
SML Isuzu Automotive 1.21 2.27

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 13.11 19.27 13.11
Chemicals 10.34 11.30 6.63
Pharmaceuticals 10.29 10.29 6.00
Engineering 8.97 10.78 6.62
Automotive 8.24 12.44 8.23
Miscellaneous 7.29 8.23 5.57

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 93.24
Others 0.85
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.91

View All

Concentration

Holdings (%)
Top 5 18.44
Top 10 31.29
Sector (%)
Top 3 33.74

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