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You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Axis Mutual Fund > Axis Mid Cap Fund (D)

Axis Mid Cap Fund (D) SET SMS ALERT

12.690
0.06 (0.48%)
NAV as on May-24-2013

Fund Family Axis Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL.
View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on May-24-2013)

Period Returns (%) Rank #
1 mth 0.8 30
3 mth -1.3 27
6 mth -0.3 20
1 year 26.6 3
2 year 12.4 2
3 year - -
5 year - -

# Moneycontrol Rank within 50 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 -10.7 - - - -
2012 19.5 -1.6 12.8 11.6 52.5
2011 2.5 1.6 -5.9 -9.1 -11.4

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 0.8 -1.3 -0.3 26.6 12.4 -- --
Category avg 1.2 -1.0 -2.4 15.0 5.2 5.7 5.5
Difference of Fund returns and Category returns -0.4 -0.3 2.1 11.6 7.2 -- --
Best of category 5.7 4.0 4.5 28.3 19.7 19.0 16.2
Worst of category -6.0 -8.8 -13.8 -1.1 -6.2 -6.5 -6.2
Benchmark returns # 1.1 -2.2 -4.1 8.7 -2.1 -1.5 -1.1
Difference of Fund returns and Benchmark returns -0.3 0.9 3.8 17.9 14.5 -- --
# 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 Dividend
Launch date Feb 14, 2011
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 193.59 (Mar-30-2013)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Pankaj Murarka
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 (%)
IDFC Premier Equity - A (G) Rank 2
3,381.06 0.3 -0.1 18.6 12.6 12.6
HDFC MidCap Opportunities (G) Rank 2
2,719.45 0.3 0.6 15.1 11.7 13.0
ICICI Pru Discovery Fund (G) Rank 2
2,538.81 -2.1 1.1 15.0 8.7 14.3
SBI Emerging Busi (G) Rank 1
1,214.96 -0.2 -0.3 26.2 19.0 11.4
Sundaram Select Midcap -RP (G) Rank 3
1,930.19 0.8 -3.7 17.1 7.5 9.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 13)

Equity Sector Value
(Rs cr)
Asset %
ING Vysya Bank Banking/Finance - 5.09
CMC Technology - 4.50
Persistent Technology - 3.88
Allahabad Bank Banking/Finance - 3.82
Agro Tech Foods Miscellaneous - 3.66
IndraprasthaGas Oil & Gas - 3.38
Oil India Oil & Gas - 3.24
HPCL Oil & Gas - 3.13
Federal Bank Banking/Finance - 2.97
Wyeth Pharmaceuticals - 2.83

Full Portfolio

Sector Allocation (Apr 30, 13)

Sector %

1-Year

HighLow

Banking/Finance 22.32 28.03 18.23
Oil & Gas 12.21 12.25 3.14
Technology 11.37 14.08 9.01
Automotive 7.74 17.51 7.74
Miscellaneous 5.07 6.96 4.44
Engineering 5.07 5.07 1.27

View All Sectors

Asset Allocation (%)(Apr 30, 13)

Equity 86.54
Others 2.50
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 10.96

View All

Concentration

Holdings (%)
Top 5 20.95
Top 10 36.50
Sector (%)
Top 3 45.90

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