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Axis Mid Cap Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
20.660 0.08 (0.39%)

NAV as on 27 May, 2016

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 Mar 2016) 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 27 May, 2016)

Period Returns (%) Rank #
1 mth 0.5 126
3 mth 14.8 117
6 mth -3.5 98
1 year -5.0 127
2 year 15.4 83
3 year 23.4 62
5 year 18.8 16

# Moneycontrol Rank within 137 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -8.2 - - - -
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
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 0.5 14.8 -3.5 -5.0 15.4 23.4 18.8
Category avg 1.7 17.5 -1.3 2.7 15.9 15.9 10.3
Difference of Fund returns and Category returns -1.2 -2.7 -2.2 -7.7 -0.5 7.5 8.5
Best of category 4.6 23.7 5.2 13.0 38.0 42.5 24.3
Worst of category -6.5 -0.4 -8.6 -5.1 3.2 12.4 9.0
Benchmark returns # 2.2 18.5 3.3 6.9 -- -- --
Difference of Fund returns and Benchmark returns -1.7 -3.7 -6.8 -11.9 15.4 23.4 18.8
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) 1,181.42 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.75 (Sep-10-2015) 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 1.00%
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.(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) Not Ranked
905.52 18.0 1.8 3.6 29.4 --
HDFC MidCap Opportunities (G) Rank 3
9,733.96 17.7 1.3 2.6 28.4 19.5
IDFC Premier Equity - Direct (G) Not Ranked
532.93 15.3 0.4 0.3 24.0 --
IDFC Premier Equity - B (G) Not Ranked
23.56 15.1 0.1 -0.3 23.2 17.9
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 15.1 0.1 -0.4 23.2 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
P and G Cons NonDurable 61.00 5.07
GRUH Finance Banking/Finance 56.61 4.70
Sanofi India Pharmaceuticals 53.13 4.42
Page Industries Manufacturing 47.62 3.96
Dish TV Media 45.25 3.76
PVR Media 44.45 3.69
Torrent Power Utilities 42.02 3.49
VST Tillers Automotive 41.72 3.47
Gulf Oil Lubric Chemicals 40.79 3.39
City Union Bank Banking/Finance 39.10 3.25

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 20.18 19.66 15.48
Miscellaneous 12.05 12.64 8.07
Chemicals 9.62 10.11 7.10
Automotive 7.91 8.18 6.08
Pharmaceuticals 7.79 14.19 7.63
Engineering 7.48 7.97 7.07

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 97.86
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.14

View All

Concentration

Holdings (%)
Top 5 21.91
Top 10 39.20
Sector (%)
Top 3 41.85

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