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Axis Mid Cap Fund (D)

PLAN: Regular OPTIONS: Dividend
23.160 0.01 (0.04%)

NAV as on 31 Mar, 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

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 31 Mar, 2015)

Period Returns (%) Rank #
1 mth -2.1 62
3 mth 0.9 100
6 mth 14.5 87
1 year 65.9 76
2 year 42.7 62
3 year 32.7 20
5 year - -

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.9 35.4 -0.7 13.4 -
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 -2.1 0.9 14.5 65.9 42.7 32.7 --
Category avg -1.8 4.2 17.0 61.0 32.7 21.6 11.9
Difference of Fund returns and Category returns -0.3 -3.3 -2.5 4.9 10.0 11.1 --
Best of category 3.2 15.2 37.7 123.5 63.3 40.8 26.6
Worst of category -6.4 -7.6 -7.1 34.1 30.1 13.5 8.2
Benchmark returns # -2.0 2.1 11.1 49.5 30.5 18.2 9.2
Difference of Fund returns and Benchmark returns -0.1 -1.2 3.4 16.4 12.2 14.5 --
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) 781.14 (Dec-31-2014)
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 (%)
HDFC MidCap Opport.- Direct (G) Not Ranked
550.48 1.7 15.6 64.5 -- --
HDFC MidCap Opportunities (G) Rank 4
7,671.50 1.4 15.1 63.2 30.7 22.7
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 5.5 14.8 67.1 32.9 21.4
ICICI Pru Value Discovery - DP (G) Not Ranked
433.27 5.7 15.3 68.4 -- --
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 8.7 19.9 57.8 30.6 21.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
Tata Chemicals Chemicals 49.90 4.62
Federal Bank Banking/Finance 42.81 3.97
DCB Bank Banking/Finance 37.62 3.48
Guj State Petro Oil & Gas 35.19 3.26
Pfizer Pharmaceuticals 32.95 3.05
Sundaram Fin Banking/Finance 27.52 2.55
Torrent Power Utilities 27.08 2.51
Sanofi India Pharmaceuticals 26.70 2.47
NIIT Tech Technology 25.95 2.40
Eicher Motors Automotive 23.72 2.20

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 14.93 19.27 14.93
Chemicals 10.89 11.30 6.63
Pharmaceuticals 9.46 9.46 6.00
Engineering 9.05 10.78 6.62
Automotive 8.31 12.44 8.23
Miscellaneous 7.04 8.23 5.57

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 94.66
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.34

View All

Concentration

Holdings (%)
Top 5 18.38
Top 10 30.51
Sector (%)
Top 3 35.28

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