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Axis Mid Cap Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
29.270 0.31 (1.07%)

NAV as on 25 May, 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 25 May, 2018)

Period Returns (%) Rank #
1 mth -1.6 16
3 mth 5.3 1
6 mth 5.6 7
1 year 26.0 7
2 year 24.2 60
3 year 13.1 85
5 year 34.2 52

# Moneycontrol Rank within 143 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.7 - - - -
2017 14.0 5.5 3.9 3.2 31.4
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 -1.6 5.4 5.6 16.2 24.2 13.1 34.2
Category avg -5.4 -2.9 -3.6 12.1 17.8 10.5 13.2
Difference of Fund returns and Category returns 3.8 8.3 9.2 4.1 6.4 2.6 21.0
Best of category 1.0 5.3 11.7 34.0 36.6 25.1 37.2
Worst of category -6.9 -9.3 -9.4 0.4 11.7 6.7 15.1
Benchmark returns # -5.3 -4.7 -6.6 11.8 19.8 14.4 --
Difference of Fund returns and Benchmark returns 3.7 10.1 12.2 4.4 4.4 -1.3 34.2
Axis Mid Cap Fund - Direct Plan (D) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
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 Rs.2.25 (Oct-16-2017) 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 Opport.- Direct (G) Rank 3
2,460.33 0.0 -1.4 13.7 16.0 27.1
HDFC MidCap Opportunities (G) Rank 3
17,638.27 -0.3 -1.9 12.5 14.8 26.0
Franklin (I) Smaller Co -Direct (G) Rank 2
1,472.67 -0.3 -0.8 14.5 17.4 30.6
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -0.6 -1.4 13.1 15.9 29.1
Reliance Small Cap Fund (G) Rank 1
5,565.14 -3.4 0.2 22.2 22.5 35.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
GRUH Finance Banking/Finance 106.74 7.53
Page Industries Manufacturing 70.64 4.99
City Union Bank Banking/Finance 70.41 4.97
Bajaj Finance Banking/Finance 68.68 4.85
Supreme Ind Manufacturing 61.75 4.36
Sundaram Fin Banking/Finance 60.20 4.25
Cholamandalam Banking/Finance 58.34 4.12
Endurance Techn Automotive 52.95 3.74
P and G Cons NonDurable 51.98 3.67
V-Guard Ind Miscellaneous 48.06 3.39

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 30.14 32.32 32.32
Automotive 13.02 12.45 12.45
Manufacturing 12.01 9.88 9.88
Miscellaneous 8.09 9.77 9.77
Retail & Real Estate 4.33 3.49 3.49
Chemicals 4.07 4.54 4.54

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 89.67
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 3.48
Cash / Call 6.85

View All

Concentration

Holdings (%)
Top 5 26.70
Top 10 45.87
Sector (%)
Top 3 55.17

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