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Axis Mid Cap Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
25.140 0.13 (0.52%)

NAV as on 22 Jul, 2016

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 Mar 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 22 Jul, 2016)

Period Returns (%) Rank #
1 mth 5.1 119
3 mth 7.2 125
6 mth 11.7 129
1 year -4.1 129
2 year 14.6 88
3 year 29.7 55
5 year - -

# Moneycontrol Rank within 137 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -7.9 - - - -
2015 1.1 1.5 -7.4 -2.2 -4.9
2014 8.2 36.2 7.7 13.9 78.7
2013 -11.2 -1.5 -5.0 20.7 3.1

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 5.1 7.2 11.7 -4.1 14.6 29.7 --
Category avg 6.3 10.8 16.4 5.0 15.0 18.9 10.6
Difference of Fund returns and Category returns -1.2 -3.6 -4.7 -9.1 -0.4 10.8 --
Best of category 9.0 17.6 26.1 16.1 36.5 48.2 25.6
Worst of category -6.5 -0.4 -8.6 -5.3 5.9 16.9 10.1
Benchmark returns # 7.6 11.4 20.4 9.3 -- -- --
Difference of Fund returns and Benchmark returns -2.5 -4.2 -8.7 -13.4 14.6 29.7 --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 57.04 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.1.75 (Sep-10-2015) 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 1.00%
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.(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 Opportunities (G) Rank 3
9,771.58 11.7 18.6 8.5 33.5 20.0
IDFC Premier Equity - Regular (G) Rank 4
5,493.71 8.8 14.4 1.9 26.9 17.8
Franklin India Prima Fund (G) Rank 2
3,604.21 11.5 19.0 9.0 32.5 21.9
Sundaram Select Midcap -RP (G) Rank 3
3,343.68 10.7 17.6 5.7 34.0 18.7
UTI Mid Cap (G) Rank 3
3,086.82 9.6 16.7 4.1 38.0 21.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 16)

Equity Sector Value
(Rs cr)
Asset %
P and G Cons NonDurable 2.83 4.96
GRUH Finance Banking/Finance 2.81 4.93
Sanofi India Pharmaceuticals 2.40 4.20
PVR Media 2.38 4.17
Page Industries Manufacturing 2.37 4.16
Dish TV Media 2.23 3.90
City Union Bank Banking/Finance 2.16 3.79
Bharat Fin Banking/Finance 2.08 3.65
VST Tillers Automotive 2.06 3.61
Gulf Oil Lubric Chemicals 1.91 3.35

Full Portfolio

Sector Allocation (Jun 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 21.28 21.53 15.48
Miscellaneous 12.14 12.64 8.21
Chemicals 9.61 10.11 7.10
Automotive 9.05 8.63 6.08
Media 8.07 7.45 4.26
Engineering 7.30 7.97 7.01

View All Sectors

Asset Allocation (%)(Jun 30, 16)

Equity 97.67
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.33

View All

Concentration

Holdings (%)
Top 5 22.42
Top 10 40.72
Sector (%)
Top 3 43.03

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