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Axis Mid Cap Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
23.400 0.14 (0.59%)

NAV as on 18 Aug, 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.

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Benchmark Index:
 
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Returns (NAV as on 18 Aug, 2017)

Period Returns (%) Rank #
1 mth 0.1 38
3 mth 4.8 12
6 mth 14.1 61
1 year 13.2 121
2 year 3.8 125
3 year 13.9 94
5 year 21.9 32

# 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 -8.2 8.9 -3.8 -11.7 -11.9
2015 0.9 1.2 -8.4 -2.5 -6.8
2014 7.9 35.4 -0.7 13.4 62.5
2013 -10.7 -1.6 -5.3 20.3 2.7
2012 19.5 -1.6 12.8 11.6 52.5

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 0.1 4.8 14.1 13.2 3.8 13.9 21.9
Category avg -1.1 1.7 12.4 17.4 10.9 13.5 13.0
Difference of Fund returns and Category returns 1.2 3.1 1.7 -4.2 -7.1 0.4 8.9
Best of category 4.6 14.0 23.8 40.1 25.9 32.2 31.4
Worst of category -5.2 -4.6 7.4 7.3 3.7 12.1 16.3
Benchmark returns # -1.3 3.6 10.3 15.5 15.6 -- --
Difference of Fund returns and Benchmark returns 1.4 1.2 3.8 -2.3 -11.8 13.9 21.9
Axis Mid Cap Fund - Regular Plan (D) 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 Dividend
Launch date Feb 14, 2011
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 1,106.58 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.2.00 (Sep-15-2016) 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
1,605.39 2.2 13.0 20.4 21.9 --
HDFC MidCap Opportunities (G) Rank 3
12,753.08 2.0 12.5 19.3 20.8 25.9
Franklin (I) Smaller Co -Direct (G) Rank 3
862.32 1.5 12.6 18.3 23.3 --
Franklin (I) Smaller Cos (G) Rank 3
3,838.74 1.2 11.9 16.8 21.6 30.5
Franklin (I) Prima - Direct (G) Rank 3
517.61 1.5 11.3 16.5 21.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 17)

Equity Sector Value
(Rs cr)
Asset %
GRUH Finance Banking/Finance 86.93 7.62
Page Industries Manufacturing 60.92 5.34
City Union Bank Banking/Finance 60.92 5.34
Motherson Sumi Automotive 48.37 4.24
Bajaj Finserv Banking/Finance 44.04 3.86
UPL Chemicals 41.87 3.67
Endurance Techn Automotive 39.02 3.42
PVR Media 38.79 3.40
P and G Cons NonDurable 38.10 3.34
Britannia Food & Beverage 34.57 3.03

Full Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 26.03 0.00 0.00
Automotive 16.44 0.00 0.00
Manufacturing 10.18 0.00 0.00
Chemicals 8.76 0.00 0.00
Miscellaneous 4.93 0.00 0.00
Cons NonDurable 4.36 0.00 0.00

View All Sectors

Asset Allocation (%)(Jun 30, 17)

Equity 94.67
Others 0.00
Debt 3.34
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.99

View All

Concentration

Holdings (%)
Top 5 26.40
Top 10 43.26
Sector (%)
Top 3 52.65

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