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Axis Mid Cap Fund (G)

PLAN: Regular OPTIONS: Growth
25.550 0.05 (0.20%)

NAV as on 26 May, 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 2014) 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 26 May, 2015)

Period Returns (%) Rank #
1 mth 6.2 10
3 mth 1.3 12
6 mth 7.7 73
1 year 40.6 74
2 year 41.4 54
3 year 36.3 12
5 year - -

# Moneycontrol Rank within 122 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 6.2 1.3 7.7 40.6 41.4 36.3 --
Category avg 3.8 -1.0 7.6 39.2 30.3 22.8 12.1
Difference of Fund returns and Category returns 2.4 2.3 0.1 1.4 11.1 13.5 --
Best of category 10.0 5.4 21.2 75.5 60.8 42.7 26.0
Worst of category 0.8 -6.4 -9.3 1.6 25.3 15.3 8.2
Benchmark returns # 3.9 -0.1 4.8 25.0 28.2 21.1 10.0
Difference of Fund returns and Benchmark returns 2.3 1.4 2.9 15.6 13.2 15.2 --
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 1.9 8.5 43.4 -- --
HDFC MidCap Opportunities (G) Rank 3
8,957.92 1.7 8.0 42.2 33.7 23.2
ICICI Pru Value Discovery Fund (G) Rank 1
8,224.72 -0.8 8.4 39.2 33.9 21.6
ICICI Pru Value Discovery - DP (G) Not Ranked
576.11 -0.5 8.9 40.4 -- --
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 0.5 11.6 44.3 31.1 21.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Tata Chemicals Chemicals 46.96 4.32
DCB Bank Banking/Finance 40.28 3.70
Federal Bank Banking/Finance 39.42 3.62
Guj State Petro Oil & Gas 36.03 3.31
Pfizer Pharmaceuticals 34.52 3.17
Voltas Conglomerates 33.73 3.10
Sundaram Fin Banking/Finance 29.66 2.73
SML Isuzu Automotive 27.20 2.50
Sanofi India Pharmaceuticals 26.60 2.44
Torrent Power Utilities 26.42 2.43

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 13.63 19.27 13.11
Chemicals 10.11 11.30 7.31
Pharmaceuticals 10.01 10.29 6.62
Automotive 8.58 11.42 8.23
Engineering 8.11 10.78 6.62
Miscellaneous 7.86 7.86 5.57

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 95.88
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.12

View All

Concentration

Holdings (%)
Top 5 18.12
Top 10 31.32
Sector (%)
Top 3 33.75

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