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you are here: Moneycontrol Mutual Funds Mid Cap Fund Axis Mutual Fund Axis Mid Cap Fund - Direct Plan (G)

Axis Mid Cap Fund - Direct Plan (G)

Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 120505
39.740 0.12 ( 0.30 %)
NAV as on 20 Aug, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
FUND CLASS
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Very Good performance in the category

The scheme is ranked 1 in Mid Cap Fund category by Crisil (for quarter ended Jun 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Aug 20, 2018)
Period Returns(%) Rank#
1 Month 6.2 7
3 Months 7.3 1
6 Months 14.9 1
1 Year 25.1 1
2 Years 19.5 3
3 Years 11.9 18
5 Years 28.9 13

# Moneycontrol Rank within 47 Mid Cap Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.7 0.6 - - -
2017 13.9 5.6 3.9 11.9 42.5
2016 -7.9 9.2 5.8 -11.5 -2.2
2015 1.1 1.6 -0.7 -2.2 2.0
2014 8.2 36.3 7.7 13.9 78.7
2013 -11.2 -1.5 -5.0 20.6 3.0

View where it stands within its peers

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Performance

Fund returns v/s Category average (Mid Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 6.2 7.3 14.9 25.1 19.5 11.9 28.9
Category average 4.9 -0.4 0.8 7.5 11.9 9 20.2
Difference of Fund returns and Category returns 1.3 7.7 14.1 17.6 7.6 2.9 8.7
Best of Category 9.4 7.5 14.9 25.1 20.9 16.6 33
Worst of Category 4.1 -2.7 -4.8 1.2 4.7 6.4 13.5
Benchmark returns # 8.4 5.4 0.3 9.9 12.7 13.3 0
Difference of Fund returns and Benchmark returns -2.2 1.9 14.6 15.2 6.8 -1.4 28.9
# Benchmark Index: S&P BSE MidCap

Investment Information

Investment Objective

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

Registrars
Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    If redeemed / switched-out within 12 months from the date of allotment, For 10 % of investments: Nil, For remaining investments: 1%, If redeemed / switched - out nafter 12 months from the date of allotment:NIL (w.e.f. 25th September 2017)

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Mid-Cap Opportunities Fund - Direct Plan (G) 2,460.33 61.4 2.4 4.7 12.3 15.2 31.0
HDFC Mid-Cap Opportunities Fund (G) 17,638.27 58.6 2.0 4.1 11.0 14.1 29.8
Reliance Growth Fund - Retail Plan (G) 6,566.71 1124.2 2.0 0.1 6.6 9.8 23.2
Reliance Growth Fund - Direct Plan (G) 500.24 1170.1 2.2 0.5 7.4 10.7 24.1
Franklin India Prima Fund - Direct Plan (G) 870.29 1047.2 1.3 2.2 10.8 14.5 29.6
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jul 31, 2018
Company Sector Value %Assets
GRUH Finance Banking/Finance 98.74 6.31
Page Industries Manufacturing 81.41 5.42
City Union Bank Banking/Finance 75.54 5.20
Bajaj Finance Banking/Finance 84.81 4.83
Endurance Techn Automotive 56.98 4.19
Supreme Ind Manufacturing 65.62 3.81
Astral Poly Tec Manufacturing 50.35 3.64
Sundaram Fin Banking/Finance 59.67 3.22
M&M Financial Banking/Finance 45.81 3.19
Avenue Supermar Retail & Real Estate 49.84 2.93
Asset Allocation (%) As on Jul 31, 2018
Equity 87.31
Others 1.53
Debt 6.66
Mutual Funds 0.00
Money Market 4.94
Cash / Call -0.44
Sector Allocation (%) As on Jul 31, 2018
Sector %
Banking/Finance 25.87
Manufacturing 13.29
Automotive 10.50
Pharmaceuticals 6.78
Retail & Real Estate 4.67
Miscellaneous 4.66
Concentration As on Jul 31, 2018
Holdings %
Top 5 25.95
Top 10 87.31
Sectors %
Top 3 49.66
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