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Axis Mid Cap Fund (G)

PLAN: Regular OPTIONS: Growth
27.510 0.12 (0.44%)

NAV as on 31 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.

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Benchmark Index:
 
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Returns (NAV as on 31 Jul, 2015)

Period Returns (%) Rank #
1 mth 5.8 44
3 mth 9.7 24
6 mth 8.4 34
1 year 38.0 67
2 year 55.1 49
3 year 37.6 10
5 year - -

# Moneycontrol Rank within 121 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.9 1.2 - - -
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 5.8 9.7 8.4 38.0 55.1 37.6 --
Category avg 5.2 7.4 6.3 35.8 38.9 23.4 11.4
Difference of Fund returns and Category returns 0.6 2.3 2.1 2.2 16.2 14.2 --
Best of category 9.2 13.2 15.8 62.9 74.9 42.1 25.3
Worst of category 1.8 3.2 -2.6 3.4 33.4 17.0 7.4
Benchmark returns # 5.6 8.2 -- -- -- -- --
Difference of Fund returns and Benchmark returns 0.2 1.5 8.4 38.0 55.1 37.6 --
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) 1,074.34 (Jun-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
9,235.00 6.2 4.7 35.1 33.3 21.4
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 5.5 7.9 37.1 32.1 18.7
Sundaram Select Midcap -RP (G) Rank 4
2,840.48 9.5 7.4 41.5 35.1 19.3
UTI Mid Cap (G) Rank 2
2,798.06 6.7 6.2 42.2 39.7 20.8
Reliance Mid & Small Cap Fund (G) Rank 3
2,235.97 5.8 3.8 33.9 32.9 17.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
DCB Bank Banking/Finance 45.98 4.28
Federal Bank Banking/Finance 42.11 3.92
Tata Chemicals Chemicals 41.90 3.90
Voltas Conglomerates 34.27 3.19
Sundaram Fin Banking/Finance 32.98 3.07
Guj State Petro Oil & Gas 32.23 3.00
SKS Microfin Banking/Finance 30.94 2.88
Pfizer Pharmaceuticals 30.19 2.81
Sanofi India Pharmaceuticals 28.79 2.68
AB Nuvo Conglomerates 28.58 2.66

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 15.99 17.40 13.11
Pharmaceuticals 12.54 12.54 8.37
Chemicals 9.50 11.30 9.25
Miscellaneous 8.07 8.07 6.06
Engineering 7.97 10.78 7.65
Automotive 7.87 9.64 7.87

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 98.24
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.76

View All

Concentration

Holdings (%)
Top 5 18.36
Top 10 32.39
Sector (%)
Top 3 38.03

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