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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
36.300 0.02 ( 0.06 %)
NAV as on 14 Nov, 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 Sep 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 Nov 14, 2018)
Period Returns(%) Rank#
1 Month 2.4 31
3 Months -8.2 19
6 Months -2.3 1
1 Year 5.9 1
2 Years 17.1 1
3 Years 12.8 6
5 Years 23.0 16

# 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 1.1 - -
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 2.4 -8.2 -2.3 5.9 17.1 12.8 23
Category average 2.3 -8.8 -11.3 -8.9 6.6 8.2 16.1
Difference of Fund returns and Category returns 0.1 0.6 9 14.8 10.5 4.6 6.9
Best of Category 5 -6 -2.3 5.9 17.1 15.6 27.1
Worst of Category -11.8 -14.4 -15.3 -16.2 -0.7 4.9 7.8
Benchmark returns # 3.5 -8.4 -8.1 -9.8 11.5 11.7 0
Difference of Fund returns and Benchmark returns -1.1 0.2 5.8 15.7 5.6 1.1 23
# 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 54.1 -10.9 -11.1 -8.1 12.8 23.7
HDFC Mid-Cap Opportunities Fund (G) 17,638.27 51.5 -11.1 -11.7 -9.1 11.7 22.5
Reliance Growth Fund - Retail Plan (G) 6,566.71 1033.8 -7.6 -8.3 -8.3 9.9 17.7
Franklin India Prima Fund (G) 5,682.65 896.7 -8.7 -9.3 -5.8 11.1 22.2
Franklin India Prima Fund - Direct Plan (G) 870.29 953.1 -8.4 -8.9 -4.8 12.2 23.6
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
Page Industries Manufacturing 8.48 6.25
GRUH Finance Banking/Finance 9.37 5.66
City Union Bank Banking/Finance 8.23 5.49
HDFC Bank Banking/Finance 5.83 4.46
Endurance Techn Automotive 6.46 4.31
Bajaj Finance Banking/Finance 6.68 3.89
Astral Poly Tec Manufacturing 5.41 3.61
Sundaram Fin Banking/Finance 5.04 3.36
Info Edge Miscellaneous 4.66 3.11
Torrent Pharma Pharmaceuticals 4.57 3.05
Asset Allocation (%) As on Sep 29, 2018
Equity 85.15
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 14.85
Sector Allocation (%) As on Sep 29, 2018
Sector %
Banking/Finance 27.66
Manufacturing 13.27
Automotive 8.68
Pharmaceuticals 8.56
Miscellaneous 4.29
Retail & Real Estate 4.20
Concentration As on Sep 29, 2018
Holdings %
Top 5 26.17
Top 10 85.15
Sectors %
Top 3
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