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Axis Mid Cap Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
30.530 0.58 (1.86%)

NAV as on 25 Sep, 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 Jun 2017) 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 25 Sep, 2017)

Period Returns (%) Rank #
1 mth 0.8 108
3 mth 4.4 33
6 mth 12.4 51
1 year 14.0 100
2 year 9.0 123
3 year 12.4 94
5 year 20.9 33

# Moneycontrol Rank within 149 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.7 5.2 - - -
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 0.8 4.4 12.4 14.0 9.0 12.4 20.9
Category avg 3.9 2.7 13.0 16.4 15.9 11.6 12.7
Difference of Fund returns and Category returns -3.1 1.7 -0.6 -2.4 -6.9 0.8 8.2
Best of category 5.8 14.0 23.6 37.2 30.7 29.3 30.6
Worst of category -0.8 -4.0 4.9 6.6 7.9 10.4 15.7
Benchmark returns # 0.2 6.7 11.7 16.4 20.8 -- --
Difference of Fund returns and Benchmark returns 0.6 -2.3 0.7 -2.4 -11.8 12.4 20.9
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) 1,140.86 (Jun-30-2017)
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 3
1,996.37 2.9 10.2 17.5 20.7 --
HDFC MidCap Opportunities (G) Rank 3
14,625.43 2.7 9.7 16.4 19.5 25.0
Franklin (I) Smaller Co -Direct (G) Rank 3
1,061.96 3.2 12.4 18.3 22.3 --
Franklin (I) Smaller Cos (G) Rank 3
4,579.29 2.8 11.7 16.8 20.6 29.6
Franklin (I) Prima - Direct (G) Rank 3
610.72 2.6 8.4 15.9 20.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
GRUH Finance Banking/Finance 91.20 7.41
City Union Bank Banking/Finance 66.21 5.38
Page Industries Manufacturing 62.55 5.09
Bajaj Finserv Banking/Finance 25.30 3.98
P and G Cons NonDurable 40.13 3.26
UPL Chemicals 39.91 3.24
Endurance Techn Automotive 39.62 3.22
Sundaram Fin Banking/Finance 37.74 3.07
Supreme Ind Manufacturing 35.87 2.92
Cholamandalam Banking/Finance 34.75 2.82

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 28.44 0.00 0.00
Automotive 14.29 0.00 0.00
Manufacturing 10.28 0.00 0.00
Chemicals 9.41 0.00 0.00
Miscellaneous 5.58 0.00 0.00
Engineering 4.62 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 96.23
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.77

View All

Concentration

Holdings (%)
Top 5 25.12
Top 10 40.39
Sector (%)
Top 3 53.01

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