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Axis Mid Cap Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
37.650 0.12 (0.32%)

NAV as on 26 Apr, 2018

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

Relatively Weak performance in the category

The scheme is ranked 5 in Small & Mid Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 26 Apr, 2018)

Period Returns (%) Rank #
1 mth 8.7 27
3 mth 4.3 1
6 mth 12.3 7
1 year 24.7 11
2 year 21.7 80
3 year 14.1 86
5 year 24.5 57

# Moneycontrol Rank within 145 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.9 5.6 3.9 11.9 42.5
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 8.7 4.3 12.3 24.7 21.7 14.1 24.5
Category avg 7.1 -4.1 5.3 12.7 19.9 12.4 14.2
Difference of Fund returns and Category returns 1.6 8.4 7.0 12.0 1.8 1.7 10.3
Best of category 10.1 4.3 16.9 41.6 40.1 27.9 38.7
Worst of category -1.9 -9.3 -4.5 2.0 13.6 8.7 16.5
Benchmark returns # 5.7 -5.2 2.8 13.7 23.0 18.0 --
Difference of Fund returns and Benchmark returns 3.0 9.5 9.5 11.0 -1.3 -3.9 24.5
Axis Mid Cap Fund - Direct Plan (G) Review by Crisil - Rating: 1 (Rank 5 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 Feb 01, 2013
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 80.09 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Shreyash Develkar
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments If redeemed / switched-out within 12 months from the date of allotment, For 10 % of investments: Nil, For remaining investments: 1%, If redeemed / switched - out after 12 months from the date of allotment:NIL (w.e.f. 25th September 2017)

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 3
17,638.27 -1.5 6.7 15.0 17.6 27.6
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -3.3 5.4 14.4 17.5 30.7
Sundaram Select Midcap -RP (G) Rank 3
5,742.78 -2.3 5.2 11.8 17.8 27.6
Franklin India Prima Fund (G) Rank 3
5,682.65 -3.4 5.9 10.5 15.2 26.1
Reliance Small Cap Fund (G) Rank 1
5,565.14 -3.7 10.2 25.3 24.7 37.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
GRUH Finance Banking/Finance 6.66 8.32
Page Industries Manufacturing 4.06 5.07
City Union Bank Banking/Finance 3.73 4.66
Sundaram Fin Banking/Finance 3.49 4.36
Supreme Ind Manufacturing 3.26 4.07
Bajaj Finance Banking/Finance 3.25 4.06
Endurance Techn Automotive 3.22 4.02
P and G Cons NonDurable 3.19 3.98
Cholamandalam Banking/Finance 2.76 3.44
V-Guard Ind Miscellaneous 2.72 3.40

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 31.17 0.00 0.00
Automotive 12.60 0.00 0.00
Manufacturing 11.80 0.00 0.00
Miscellaneous 9.16 0.00 0.00
Retail & Real Estate 4.32 0.00 0.00
Chemicals 4.10 0.00 0.00

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 91.97
Others 0.77
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.26

View All

Concentration

Holdings (%)
Top 5 26.48
Top 10 45.38
Sector (%)
Top 3 55.57

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