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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
33.860 -0.06 ( -0.18 %)
NAV as on 16 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 16, 2018)
Period Returns(%) Rank#
1 Month 1.3 33
3 Months -8.1 20
6 Months -2.8 3
1 Year 3.8 2
2 Years 17.8 2
3 Years 11.4 16
5 Years 21.4 27

# 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 -2.9 0.4 0.8 - -
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
2013 -10.8 -1.7 -5.2 20.4 2.8

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 1.3 -8.1 -2.8 3.8 17.8 11.4 21.4
Category average 1.9 -9.2 -10 -7.6 8.8 8.4 16
Difference of Fund returns and Category returns -0.6 1.1 7.2 11.4 9 3 5.4
Best of Category 3.2 -5.3 -2.2 4.9 19.1 15.5 27.2
Worst of Category -11.8 -14 -15.3 -15.9 -0.7 5 7.8
Benchmark returns # 3.2 -7.2 -6.4 -9.1 11.6 12 0
Difference of Fund returns and Benchmark returns -1.9 -0.9 3.6 12.9 6.2 -0.6 21.4
# 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 54.3 -10.7 -10.4 -8.0 12.8 23.7
HDFC Mid-Cap Opportunities Fund (G) 17,638.27 51.6 -10.9 -11.0 -9.1 11.7 22.6
Reliance Growth Fund - Direct Plan (G) 500.24 1083.2 -6.7 -6.8 -7.4 10.8 18.7
Reliance Growth Fund - Retail Plan (G) 6,566.71 1039.1 -6.8 -7.1 -8.1 9.9 17.8
Franklin India Prima Fund (G) 5,682.65 897.1 -8.1 -8.8 -5.7 11.0 22.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
Page Industries Manufacturing 81.03 6.25
GRUH Finance Banking/Finance 89.48 5.66
City Union Bank Banking/Finance 78.60 5.49
HDFC Bank Banking/Finance 55.69 4.46
Endurance Techn Automotive 61.70 4.31
Bajaj Finance Banking/Finance 63.85 3.89
Astral Poly Tec Manufacturing 51.68 3.61
Sundaram Fin Banking/Finance 48.10 3.36
Info Edge Miscellaneous 44.52 3.11
Torrent Pharma Pharmaceuticals 43.67 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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