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Axis Mid Cap Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
27.140 0.01 (0.04%)

NAV as on 27 Mar, 2017

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 2016) rank unchanged from 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 27 Mar, 2017)

Period Returns (%) Rank #
1 mth 3.4 39
3 mth 15.3 95
6 mth 1.1 118
1 year 19.5 114
2 year 5.1 119
3 year 22.2 88
5 year 21.2 31

# Moneycontrol Rank within 145 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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
2012 19.4 -1.6 12.8 11.6 52.4

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 3.4 15.3 1.1 19.5 5.1 22.2 21.2
Category avg 2.4 14.7 4.8 26.8 11.0 19.2 13.0
Difference of Fund returns and Category returns 1.0 0.6 -3.7 -7.3 -5.9 3.0 8.2
Best of category 5.4 22.6 17.2 47.1 36.5 43.1 30.8
Worst of category -11.3 -1.5 -8.6 1.0 3.6 17.3 15.3
Benchmark returns # 2.1 18.0 4.0 33.0 -- -- --
Difference of Fund returns and Benchmark returns 1.3 -2.7 -2.9 -13.5 5.1 22.2 21.2
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 Feb 14, 2011
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 1,130.44 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Ashish Naik
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments 1% if redeemed / switched - out within 12 months from the date of allotment (w.e.f. 5th May 2014).

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) Rank 2
1,377.61 16.9 7.0 36.4 31.0 --
HDFC MidCap Opportunities (G) Rank 2
11,638.66 16.6 6.5 35.1 29.8 24.6
IDFC Premier Equity - Direct (G) Rank 5
516.10 15.8 3.3 18.8 21.3 --
IDFC Premier Equity - B (G) Rank 5
15.76 8.6 1.4 20.4 23.5 18.4
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 15.6 2.9 17.9 20.4 19.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
GRUH Finance Banking/Finance 91.26 7.74
Bajaj Finserv Banking/Finance 56.95 4.83
City Union Bank Banking/Finance 56.70 4.81
Cholamandalam Banking/Finance 55.46 4.70
Page Industries Manufacturing 54.24 4.60
PVR Media 49.12 4.16
Motherson Sumi Automotive 47.77 4.05
Berger Paints Chemicals 36.70 3.11
V-Guard Ind Miscellaneous 36.51 3.10
UPL Chemicals 36.49 3.09

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 25.13 21.53 19.66
Automotive 16.48 8.63 7.48
Chemicals 9.94 9.94 9.24
Miscellaneous 8.21 12.64 12.44
Manufacturing 7.16 7.39 7.14
Media 6.17 7.45 7.21

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 96.73
Others 0.00
Debt 1.86
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.41

View All

Concentration

Holdings (%)
Top 5 26.68
Top 10 44.19
Sector (%)
Top 3 51.55

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