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Axis Mid Cap Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
27.990 0.1 (0.36%)

NAV as on 29 Jul, 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 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 29 Jul, 2015)

Period Returns (%) Rank #
1 mth 5.7 38
3 mth 10.4 16
6 mth 8.0 24
1 year 37.2 50
2 year 55.1 38
3 year - -
5 year - -

# Moneycontrol Rank within 121 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.1 1.5 - - -
2014 8.2 36.2 7.7 13.9 -
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 5.7 10.4 8.0 37.2 55.1 -- --
Category avg 4.7 7.4 4.9 33.2 37.3 23.3 11.3
Difference of Fund returns and Category returns 1.0 3.0 3.1 4.0 17.8 -- --
Best of category 9.3 14.0 14.4 62.1 73.3 42.0 25.0
Worst of category 1.8 1.7 -3.8 0.5 31.8 16.7 7.0
Benchmark returns # 5.0 6.4 -- -- -- -- --
Difference of Fund returns and Benchmark returns 0.7 4.0 8.0 37.2 55.1 -- --
# 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) 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 Opportunities (G) Rank 3
9,235.00 5.9 2.9 32.3 33.2 21.0
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 4.5 5.9 31.8 31.7 18.6
Sundaram Select Midcap -RP (G) Rank 4
2,840.48 10.0 6.3 39.4 34.8 19.1
Reliance Mid & Small Cap Fund (G) Rank 3
2,235.97 6.3 2.2 31.8 33.0 16.9
Franklin India Prima Fund (G) Rank 3
3,324.89 5.7 2.3 35.5 36.6 20.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
DCB Bank Banking/Finance 2.44 4.28
Federal Bank Banking/Finance 2.23 3.92
Tata Chemicals Chemicals 2.22 3.90
Voltas Conglomerates 1.82 3.19
Sundaram Fin Banking/Finance 1.75 3.07
Guj State Petro Oil & Gas 1.71 3.00
SKS Microfin Banking/Finance 1.64 2.88
Pfizer Pharmaceuticals 1.60 2.81
Sanofi India Pharmaceuticals 1.53 2.68
AB Nuvo Conglomerates 1.52 2.66

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 15.99 17.40 13.11
Pharmaceuticals 12.54 12.54 6.62
Chemicals 9.50 11.30 8.88
Miscellaneous 8.07 8.07 5.57
Engineering 7.97 10.78 7.65
Automotive 7.87 9.94 7.87

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 98.24
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.76

View All

Concentration

Holdings (%)
Top 5 18.36
Top 10 32.39
Sector (%)
Top 3 38.03

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