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Axis Mid Cap Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
26.840 0.06 (0.22%)

NAV as on 28 Aug, 2015

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 28 Aug, 2015)

Period Returns (%) Rank #
1 mth -4.2 83
3 mth 1.3 47
6 mth 2.1 23
1 year 24.2 55
2 year 56.4 42
3 year - -
5 year - -

# Moneycontrol Rank within 125 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.1 1.6 - - -
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 -4.2 1.3 2.1 24.2 56.4 -- --
Category avg -3.7 0.4 -1.1 21.3 37.2 21.6 10.3
Difference of Fund returns and Category returns -0.5 0.9 3.2 2.9 19.2 -- --
Best of category -0.2 5.1 6.7 44.9 75.4 39.5 24.2
Worst of category -7.2 -6.1 -8.0 -5.2 24.0 16.0 6.3
Benchmark returns # -2.0 1.9 -- -- -- -- --
Difference of Fund returns and Benchmark returns -2.2 -0.6 2.1 24.2 56.4 -- --
# 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) 56.98 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Pankaj Murarka / Sudhanshu Asthana
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 Opport.- Direct (G) Not Ranked
745.25 0.4 0.7 22.0 -- --
HDFC MidCap Opportunities (G) Rank 4
9,235.00 0.2 0.2 20.9 32.2 19.8
IDFC Premier Equity - Direct (G) Not Ranked
604.33 -2.6 -2.2 20.9 -- --
IDFC Premier Equity - B (G) Not Ranked
29.92 -2.8 -2.5 20.2 28.8 16.6
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 -2.8 -2.5 20.0 28.7 16.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Tata Chemicals Chemicals 53.90 4.20
DCB Bank Banking/Finance 51.62 4.03
AB Nuvo Conglomerates 44.32 3.46
Federal Bank Banking/Finance 42.68 3.33
SKS Microfin Banking/Finance 42.62 3.32
Sanofi India Pharmaceuticals 42.22 3.29
Sundaram Fin Banking/Finance 40.18 3.13
Voltas Conglomerates 38.11 2.97
Guj State Petro Oil & Gas 36.32 2.83
Pfizer Pharmaceuticals 35.97 2.81

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 15.95 17.40 13.11
Pharmaceuticals 12.94 12.94 8.37
Chemicals 10.00 11.30 9.25
Miscellaneous 8.34 8.34 6.06
Engineering 7.89 10.78 7.65
Automotive 7.80 9.64 7.80

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 97.70
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.30

View All

Concentration

Holdings (%)
Top 5 18.34
Top 10 33.37
Sector (%)
Top 3 38.89

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