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Axis Mid Cap Fund (G)

PLAN: Regular OPTIONS: Growth
25.990 0.29 (1.13%)

NAV as on 01 Jul, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Small & Mid Cap category by Crisil (for quarter ended Mar 2015) down from Rank 3 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 01 Jul, 2015)

Period Returns (%) Rank #
1 mth 2.9 49
3 mth 1.6 7
6 mth 3.8 68
1 year 25.8 71
2 year 45.7 53
3 year 34.7 14
5 year - -

# Moneycontrol Rank within 119 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.9 - - - -
2014 8.0 35.3 7.3 13.4 -
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 2.9 1.6 3.8 25.8 45.7 34.7 --
Category avg 2.6 -1.4 4.4 26.4 33.5 22.3 11.6
Difference of Fund returns and Category returns 0.3 3.0 -0.6 -0.6 12.2 12.4 --
Best of category 5.4 4.3 16.2 54.2 64.4 41.2 24.7
Worst of category 0.3 -4.8 -7.8 -10.0 29.3 14.3 6.9
Benchmark returns # 1.0 0.6 3.6 14.7 33.5 20.3 8.7
Difference of Fund returns and Benchmark returns 1.9 1.0 0.2 11.1 12.2 14.4 --
Axis Mid Cap Fund (G) Review by Crisil - Rating: 2 (Rank 4 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) 999.35 (Mar-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 Opport.- Direct (G) Not Ranked
666.39 -0.1 3.1 27.6 -- --
HDFC MidCap Opportunities (G) Rank 3
8,957.92 -0.4 2.6 26.5 32.2 21.3
IDFC Premier Equity - Direct (G) Not Ranked
579.15 -3.1 6.5 27.5 -- --
IDFC Premier Equity - B (G) Not Ranked
37.56 -3.2 6.3 26.7 29.6 19.6
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 -3.2 6.2 26.5 29.5 19.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
DCB Bank Banking/Finance 51.95 4.41
Tata Chemicals Chemicals 47.55 4.04
Federal Bank Banking/Finance 42.87 3.64
Voltas Conglomerates 39.95 3.39
Pfizer Pharmaceuticals 36.65 3.11
Guj State Petro Oil & Gas 36.15 3.07
Sanofi India Pharmaceuticals 31.42 2.67
Sundaram Fin Banking/Finance 30.78 2.61
SKS Microfin Banking/Finance 30.75 2.61
Eicher Motors Automotive 27.58 2.34

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 14.70 17.40 13.11
Pharmaceuticals 12.40 12.40 6.62
Chemicals 9.59 11.30 8.88
Automotive 8.06 9.94 8.06
Engineering 7.65 10.78 7.65
Miscellaneous 7.43 7.86 5.57

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 97.55
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 1.86
Cash / Call 0.59

View All

Concentration

Holdings (%)
Top 5 18.59
Top 10 31.89
Sector (%)
Top 3 36.69

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