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Axis Mid Cap Fund (D) SET SMS ALERT

20.430
0.19 (0.94%)
NAV as on Oct-22-2014
NAV as on Oct-22-2014

Fund Family Axis Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) rank unchanged from 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 Oct-22-2014)

Period Returns (%) Rank #
1 mth -0.3 53
3 mth 9.7 45
6 mth 40.6 41
1 year 78.2 37
2 year 34.1 20
3 year 31.1 9
5 year - -

# Moneycontrol Rank within 120 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.9 35.4 -0.7 - -
2013 -10.7 -1.6 -5.3 20.3 2.7
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 -0.3 9.7 40.6 78.2 34.1 31.1 --
Category avg -0.4 8.7 35.2 58.4 12.6 10.6 6.3
Difference of Fund returns and Category returns 0.1 1.0 5.4 19.8 21.5 20.5 --
Best of category 1.6 16.2 62.5 124.3 43.7 36.6 25.3
Worst of category -3.9 2.2 23.9 44.9 17.9 16.6 8.7
Benchmark returns # -0.2 3.9 30.8 61.6 20.6 16.7 8.2
Difference of Fund returns and Benchmark returns -0.1 5.8 9.8 16.6 13.5 14.4 --
Axis Mid Cap Fund (D) Review by Crisil - Rating: 3 (Rank 3 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) 337.30 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.50 (Jul-31-2014) 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 (%)
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 9.5 35.1 78.2 28.8 22.8
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 8.3 38.7 79.2 32.1 22.0
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 7.3 30.8 60.2 24.1 20.3
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 7.3 37.4 74.4 25.7 17.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 14)

Equity Sector Value
(Rs cr)
Asset %
Federal Bank Banking/Finance 21.40 3.72
CMC Technology 19.79 3.44
ING Vysya Bank Banking/Finance 19.27 3.35
Tata Chemicals Chemicals 14.72 2.56
Wyeth Pharmaceuticals 14.32 2.49
DB Corp Media 14.32 2.49
Eicher Motors Automotive 14.15 2.46
Sanofi India Pharmaceuticals 13.75 2.39
BASF Chemicals 13.46 2.34
Gujarat Pipavav Services 13.29 2.31

Full Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 15.55 19.69 15.55
Engineering 9.98 9.98 2.65
Automotive 9.63 12.44 9.63
Chemicals 9.25 9.25 5.10
Pharmaceuticals 9.23 9.23 6.00
Technology 6.80 16.31 5.60

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 96.74
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.26

View All

Concentration

Holdings (%)
Top 5 15.56
Top 10 27.55
Sector (%)
Top 3 35.16

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