SET SMS ALERT Fund Family Axis Mutual Fund
Fund Class Small & Mid Cap
Average performance in the category
The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -2.7 | 90 |
| 3 mth | 26.9 | 49 |
| 6 mth | 51.7 | 39 |
| 1 year | 68.8 | 49 |
| 2 year | 37.7 | 6 |
| 3 year | 23.0 | 7 |
| 5 year | - | - |
# Moneycontrol Rank within 118 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2014 | 8.0 | 35.3 | - | - | - |
| 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 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Small & Mid Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -2.7 | 26.9 | 51.7 | 68.8 | 37.7 | 23.0 | -- |
| Category avg | -0.9 | 23.7 | 41.0 | 54.8 | 13.3 | 7.4 | 6.8 |
| Difference of Fund returns and Category returns | -1.8 | 3.2 | 10.7 | 14.0 | 24.4 | 15.6 | -- |
| Best of category | 3.7 | 40.7 | 73.1 | 109.7 | 45.6 | 27.1 | 25.8 |
| Worst of category | -7.1 | 14.4 | 22.5 | 40.0 | 20.4 | 9.1 | 10.7 |
| Benchmark returns # | -2.6 | 22.9 | 45.7 | 60.2 | 23.6 | 9.5 | 10.6 |
| Difference of Fund returns and Benchmark returns | -0.1 | 4.0 | 6.0 | 8.6 | 14.1 | 13.5 | -- |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Feb 14, 2011 |
| Benchmark | S&P BSE MIDCAP |
| Asset Size (Rs cr) | 337.30 (Jun-30-2014) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Pankaj Murarka View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| 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 |
| 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 |
| customerservice@axismf.com | |
| Website | http://www.axismf.com |
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,917.35 | 23.4 | 48.7 | 66.6 | 16.7 | 19.4 |
| IDFC Premier Equity - A (G) | Rank 4 |
4,049.48 | 21.6 | 38.4 | 55.4 | 19.4 | 21.7 |
| HDFC MidCap Opportunities (G) | Rank 3 |
4,228.85 | 21.6 | 45.8 | 71.7 | 20.4 | 24.6 |
| ICICI Pru Value Discovery Fund (G) | Rank 3 |
3,894.59 | 27.6 | 55.0 | 83.1 | 23.3 | 24.2 |
| IDFC Sterling Equity Fund - G | Rank 5 |
1,436.55 | 21.1 | 36.7 | 51.0 | 15.0 | 19.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Federal Bank | Banking/Finance | 14.23 | 4.22 |
| ING Vysya Bank | Banking/Finance | 13.83 | 4.10 |
| CMC | Technology | 12.51 | 3.71 |
| Allahabad Bank | Banking/Finance | 12.35 | 3.66 |
| VST Tillers | Automotive | 11.47 | 3.40 |
| Wyeth | Pharmaceuticals | 10.66 | 3.16 |
| MphasiS | Technology | 10.42 | 3.09 |
| DB Corp | Media | 9.65 | 2.86 |
| Torrent Power | Utilities | 8.50 | 2.52 |
| Eicher Motors | Automotive | 8.30 | 2.46 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 19.27 | 19.69 | 15.16 |
| Automotive | 11.42 | 12.44 | 5.90 |
| Chemicals | 7.31 | 7.31 | 4.87 |
| Pharmaceuticals | 6.98 | 8.75 | 6.00 |
| Technology | 6.80 | 17.17 | 5.60 |
| Oil & Gas | 6.65 | 8.71 | 6.65 |
| Equity | 92.15 |
| Others | 0.51 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 7.34 |
| Holdings | (%) |
|---|---|
| Top 5 | 19.09 |
| Top 10 | 33.18 |
| Sector | (%) |
|---|---|
| Top 3 | 38.00 |
Axis MF announces change in exit load under its schemes
Axis Mutual Fund has announced change in exit load structure of Axis Focused 25 Fund, Axis Midcap Fu ...
May 06, 2014 at 14:50 | Source: Moneycontrol.com
What to expect from equity markets in 2014
The effect has been seen in the tumultuous state of the markets and the rupee in 2013. But just as t ...
Feb 03, 2014 at 14:58 | Source: Forbes India
MF assets rise by Rs 85,000 cr to Rs 8.78 lakh cr in 2013
The country's 44 fund houses together had an average AUM (Asset Under Management) of Rs 7,93,331 cro ...
Jan 02, 2014 at 16:20 | Source: PTI
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.
