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Axis Mid Cap Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
28.310 0.26 (0.93%)

NAV as on 18 Dec, 2017

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

Below average performance in the category

The scheme is ranked 4 in Small & Mid Cap category by Crisil (for quarter ended Sep 2017) up from Rank 5 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 18 Dec, 2017)

Period Returns (%) Rank #
1 mth 2.9 104
3 mth 5.4 96
6 mth 14.2 47
1 year 39.5 61
2 year 20.6 114
3 year 15.4 101
5 year - -

# Moneycontrol Rank within 155 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.0 5.5 3.9 - -
2016 -7.9 9.2 -2.4 -11.5 -9.8
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

* 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 2.9 -2.7 5.4 28.7 20.6 15.4 --
Category avg 4.8 7.3 11.6 34.2 20.2 13.2 12.2
Difference of Fund returns and Category returns -1.9 -10.0 -6.2 -5.5 0.4 2.2 --
Best of category 8.9 21.9 38.0 72.0 37.1 33.1 33.2
Worst of category -1.4 1.1 4.3 25.8 10.3 11.5 15.5
Benchmark returns # 1.9 6.3 15.4 40.5 25.2 -- --
Difference of Fund returns and Benchmark returns 1.0 -9.0 -10.0 -11.8 -4.6 15.4 --
Axis Mid Cap Fund - Direct Plan (D) Review by Crisil - Rating: 2 (Rank 4 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 Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 66.59 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.2.25 (Oct-16-2017) View Dividend History
Bonus N.A.
Fund Manager Ashish Naik
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments 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
15,512.00 6.1 11.1 35.7 18.9 25.8
HDFC MidCap Opport.- Direct (G) Rank 3
2,159.33 6.3 11.6 37.1 20.1 --
Franklin (I) Smaller Co -Direct (G) Rank 2
1,210.34 6.6 11.9 39.5 22.1 --
Franklin (I) Smaller Cos (G) Rank 2
4,898.91 6.3 11.2 37.7 20.4 29.7
Franklin India Prima Fund (G) Rank 3
5,226.56 5.0 9.7 34.1 17.7 24.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
GRUH Finance Banking/Finance 79.80 6.26
Page Industries Manufacturing 77.21 6.06
City Union Bank Banking/Finance 57.02 4.48
Endurance Techn Automotive 50.76 3.98
P and G Cons NonDurable 49.62 3.90
Sundaram Fin Banking/Finance 39.49 3.10
M&M Financial Banking/Finance 39.02 3.06
Bajaj Finserv Banking/Finance 37.58 2.95
Supreme Ind Manufacturing 36.60 2.87
V-Guard Ind Miscellaneous 36.29 2.85

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 28.29 0.00 0.00
Automotive 15.04 0.00 0.00
Manufacturing 10.10 0.00 0.00
Miscellaneous 9.91 0.00 0.00
Chemicals 6.34 0.00 0.00
Cons NonDurable 5.03 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 96.71
Others 0.00
Debt 0.24
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.05

View All

Concentration

Holdings (%)
Top 5 24.68
Top 10 39.51
Sector (%)
Top 3 53.43

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