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

Axis Mid Cap Fund - Regular Plan (G)

Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 114564
Fact Sheet Buy
34.080 0.04 ( 0.12 %)
NAV as on 21 Feb, 2019
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 Dec 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 Feb 21, 2019)
Period Returns(%) Rank#
1 Month -0.8 2
3 Months 0.8 2
6 Months -8.7 4
1 Year 4.1 2
2 Years 13.9 2
3 Years 16.0 7
5 Years 20.6 12

# Moneycontrol Rank within 45 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 -2.9 0.4 0.8 4.1 3.8
2017 13.7 5.2 3.6 11.6 40.9
2016 -8.1 8.9 5.5 -11.7 -3.3
2015 0.9 1.2 -1.0 -2.5 0.8
2014 8.0 35.3 7.3 13.4 75.8

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 -0.8 0.8 -8.7 4.1 13.9 16 20.6
Category average -4.1 -2.9 -12.9 -10.7 3.5 12.9 19
Difference of Fund returns and Category returns 3.3 3.7 4.2 14.8 10.4 3.1 1.6
Best of Category -0.7 1.2 -7.6 5.3 15.2 17.7 24
Worst of Category -5.6 -6.2 -17.2 -16.5 -2.8 7.2 8.1
Benchmark returns # -5.5 -5.8 -14.8 -14 1.9 12.6 0
Difference of Fund returns and Benchmark returns 4.7 6.6 6.1 18.1 12 3.4 20.6
# 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 after 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 (G) 17,131.05 50.1 -2.9 -15.0 -11.2 14.4 19.3
HDFC Mid-Cap Opportunities Fund - Direct Plan (G) 2,746.33 52.8 -2.6 -14.5 -10.2 15.6 20.4
Franklin India Prima Fund (G) 5,298.15 881.9 -1.2 -10.7 -9.2 13.4 20.6
Franklin India Prima Fund - Direct Plan (G) 944.22 939.9 -1.0 -10.2 -8.3 14.6 21.9
Reliance Growth Fund - Retail Plan (G) 5,800.15 1010.3 -2.1 -10.1 -10.0 13.6 16.6
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jan 31, 2019
Company Sector Value %Assets
City Union Bank Banking/Finance 101.75 5.72
Info Edge Miscellaneous 60.04 5.16
Torrent Pharma Pharmaceuticals 75.24 4.24
GRUH Finance Banking/Finance 91.74 4.23
Astral Poly Tec Manufacturing 75.48 4.23
HDFC Bank Banking/Finance 64.48 3.62
M&M Financial Banking/Finance 75.30 3.43
Endurance Techn Automotive 61.08 3.37
Divis Labs Pharmaceuticals 53.81 3.05
Bajaj Finance Banking/Finance 54.22 3.02
Asset Allocation (%) As on Jan 31, 2019
Equity 81.86
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 18.14
Sector Allocation (%) As on Jan 31, 2019
Sector %
Banking/Finance 24.56
Pharmaceuticals 10.16
Manufacturing 9.12
Automotive 6.20
Miscellaneous 6.12
Retail & Real Estate 5.10
Concentration As on Jan 31, 2019
Holdings %
Top 5 23.58
Top 10 81.86
Sectors %
Top 3
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