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Axis Mid Cap Fund (G)

PLAN: Regular OPTIONS: Growth
23.210 0.24 (1.04%)

NAV as on 05 Feb, 2016

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 Nov 1999) down from Rank 4 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 05 Feb, 2016)

Period Returns (%) Rank #
1 mth -7.3 36
3 mth -6.2 96
6 mth -17.2 118
1 year -6.3 105
2 year 33.2 71
3 year 20.6 61
5 year 18.4 19

# Moneycontrol Rank within 139 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.9 1.2 -1.0 -2.5 0.8
2014 8.0 35.3 7.3 13.4 75.8
2013 -10.8 -1.7 -5.2 20.4 2.8
2012 19.4 -1.6 12.8 11.6 52.4
2011 2.5 1.7 -5.8 -9.1 -11.3

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 -7.3 -6.2 -17.2 -6.3 33.2 20.6 18.4
Category avg -8.9 -5.0 -12.2 -2.2 24.6 13.8 10.2
Difference of Fund returns and Category returns 1.6 -1.2 -5.0 -4.1 8.6 6.8 8.2
Best of category -3.7 -0.2 -4.6 8.2 53.9 34.6 23.9
Worst of category -14.5 -8.8 -18.9 -10.7 15.5 9.8 7.9
Benchmark returns # -7.5 -4.9 -10.5 -- -- -- --
Difference of Fund returns and Benchmark returns 0.2 -1.3 -6.7 -6.3 33.2 20.6 18.4
Axis Mid Cap Fund (G) Review by Crisil - Rating: 1 (Rank 5 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 Growth
Launch date Feb 14, 2011
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 1,182.70 (Sep-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
9,742.30 -4.0 -11.4 -1.7 24.7 19.8
IDFC Premier Equity - Regular (G) Rank 4
6,150.70 -3.4 -12.8 -2.7 20.3 18.0
Franklin India Prima Fund (G) Rank 3
3,486.00 -4.2 -9.5 -3.1 24.9 20.1
Sundaram Select Midcap -IP (D) Not Ranked
0.17 -5.3 -13.8 -1.1 25.4 18.5
Sundaram Select Midcap -RP (G) Rank 4
3,120.27 -5.3 -13.9 -1.5 25.1 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 15)

Equity Sector Value
(Rs cr)
Asset %
GRUH Finance Banking/Finance 52.22 4.42
Sanofi India Pharmaceuticals 49.50 4.19
P and G Cons NonDurable 48.44 4.10
Dish TV Media 47.49 4.02
Tata Chemicals Chemicals 46.90 3.97
AB Nuvo Conglomerates 46.90 3.97
Voltas Conglomerates 42.53 3.60
Gateway Distri Miscellaneous 39.93 3.38
Mahindra CIE Manufacturing 38.87 3.29
Page Industries Manufacturing 38.16 3.23

Full Portfolio

Sector Allocation (Dec 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 15.55 15.99 13.11
Pharmaceuticals 13.66 14.19 9.46
Miscellaneous 12.47 12.47 7.04
Conglomerates 7.57 7.57 3.38
Chemicals 7.10 10.89 7.10
Engineering 7.07 9.05 7.07

View All Sectors

Asset Allocation (%)(Dec 31, 15)

Equity 96.14
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.86

View All

Concentration

Holdings (%)
Top 5 20.70
Top 10 38.17
Sector (%)
Top 3 41.68

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