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Axis Mid Cap Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
35.300 0.1 (0.28%)

NAV as on 19 Apr, 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.

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Benchmark Index:
 
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Returns (NAV as on 19 Apr, 2018)

Period Returns (%) Rank #
1 mth 8.6 2
3 mth 0.8 2
6 mth 11.0 10
1 year 26.4 13
2 year 20.6 90
3 year 11.1 92
5 year 23.1 65

# Moneycontrol Rank within 145 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.7 5.2 3.6 11.6 40.9
2016 -8.1 8.9 5.5 -11.7 -3.3
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

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 8.6 0.8 11.0 26.4 20.6 11.1 23.1
Category avg 3.7 -4.5 5.1 15.3 19.5 10.7 14.4
Difference of Fund returns and Category returns 4.9 5.3 5.9 11.1 1.1 0.4 8.7
Best of category 8.9 1.0 14.0 39.1 40.1 25.1 38.3
Worst of category -1.9 -9.3 -2.6 2.5 13.3 7.3 17.0
Benchmark returns # 5.0 -6.0 4.0 16.0 23.2 16.8 --
Difference of Fund returns and Benchmark returns 3.6 6.8 7.0 10.4 -2.6 -5.7 23.1
Axis Mid Cap Fund - Regular Plan (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 Apr 02, 0011
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 1,225.01 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. 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 Opportunities (G) Rank 3
17,638.27 -1.7 7.8 17.0 16.0 27.7
Sundaram Select Midcap -RP (G) Rank 3
5,742.78 -3.3 5.1 14.5 15.6 27.7
Sundaram Select Midcap -IP (D) Not Ranked
0.22 -3.1 5.5 15.3 16.2 28.2
Sundaram Select Midcap -Direct (G) Rank 3
534.18 -3.1 5.5 15.3 16.2 28.4
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -4.5 5.0 15.1 15.9 31.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
GRUH Finance Banking/Finance 101.92 8.32
Page Industries Manufacturing 62.11 5.07
City Union Bank Banking/Finance 57.09 4.66
Sundaram Fin Banking/Finance 53.41 4.36
Supreme Ind Manufacturing 49.86 4.07
Bajaj Finance Banking/Finance 49.74 4.06
Endurance Techn Automotive 49.25 4.02
P and G Cons NonDurable 48.76 3.98
Cholamandalam Banking/Finance 42.14 3.44
V-Guard Ind Miscellaneous 41.65 3.40

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 31.17 0.00 0.00
Automotive 12.60 0.00 0.00
Manufacturing 11.80 0.00 0.00
Miscellaneous 9.16 0.00 0.00
Retail & Real Estate 4.32 0.00 0.00
Chemicals 4.10 0.00 0.00

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 91.97
Others 0.77
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.26

View All

Concentration

Holdings (%)
Top 5 26.48
Top 10 45.38
Sector (%)
Top 3 55.57

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