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Axis Mid Cap Fund (G)

PLAN: Regular OPTIONS: Growth
24.070 0 (0.00%)

NAV as on 29 Apr, 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 Dec 2015) 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 29 Apr, 2016)

Period Returns (%) Rank #
1 mth 5.7 33
3 mth 1.1 117
6 mth -4.9 124
1 year -2.4 123
2 year 24.3 80
3 year 23.9 65
5 year 18.6 14

# Moneycontrol Rank within 141 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -8.1 - - - -
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 5.7 1.1 -4.9 -2.4 24.3 23.9 18.6
Category avg 4.4 3.3 -1.5 2.5 21.2 16.2 10.0
Difference of Fund returns and Category returns 1.3 -2.2 -3.4 -4.9 3.1 7.7 8.6
Best of category 7.3 8.1 4.3 13.2 45.8 41.5 23.1
Worst of category -6.5 -1.2 -8.6 -6.1 14.9 13.2 8.6
Benchmark returns # 6.6 6.0 0.5 6.1 -- -- --
Difference of Fund returns and Benchmark returns -0.9 -4.9 -5.4 -8.5 24.3 23.9 18.6
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) 1,181.42 (Dec-31-2015)
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
9,733.96 4.6 -0.5 3.2 28.3 19.1
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 3.0 -0.8 -1.4 23.2 16.9
Franklin India Prima Fund (G) Rank 3
3,562.74 5.6 1.5 4.8 29.6 20.2
Sundaram Select Midcap -RP (G) Rank 4
3,193.81 4.1 -0.4 6.2 29.4 17.9
UTI Mid Cap (G) Rank 2
3,203.82 4.1 -1.6 2.0 33.7 20.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Equity Sector Value
(Rs cr)
Asset %
P and G Cons NonDurable 54.45 5.08
P and G Cons NonDurable 54.45 5.08
GRUH Finance Banking/Finance 49.52 4.62
GRUH Finance Banking/Finance 49.52 4.62
Sanofi India Pharmaceuticals 45.55 4.25
Sanofi India Pharmaceuticals 45.55 4.25
Page Industries Manufacturing 43.20 4.03
Page Industries Manufacturing 43.20 4.03
Dish TV Media 40.84 3.81
Dish TV Media 40.84 3.81

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 39.32 19.66 14.70
Miscellaneous 25.28 12.64 7.43
Chemicals 18.48 10.11 7.10
Engineering 15.80 7.97 7.07
Pharmaceuticals 15.26 14.19 7.63
Automotive 14.96 8.18 6.08

View All Sectors

Asset Allocation (%)(Mar 31, 16)

Equity 97.50
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 2.17
Cash / Call 0.33

View All

Concentration

Holdings (%)
Top 5 23.65
Top 10 43.58
Sector (%)
Top 3 83.08

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