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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
37.340 0.16 ( 0.43 %)
NAV as on 21 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 21, 2018)
Period Returns(%) Rank#
1 Month 6.6 14
3 Months 9.3 2
6 Months 14.1 2
1 Year 25.1 2
2 Years 18.5 5
3 Years 10.9 25
5 Years 27.8 28

# 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 - - -
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 6.6 9.3 14.1 25.1 18.5 10.9 27.8
Category average 6 1.1 1.9 8.3 11.4 9.4 20.8
Difference of Fund returns and Category returns 0.6 8.2 12.2 16.8 7.1 1.5 7
Best of Category 9.4 9.8 14.7 26.5 21.1 17 33.2
Worst of Category 4.3 -0.9 -4.6 1.3 5 6.8 13.9
Benchmark returns # 7.6 5.9 0.9 10.5 13 13.9 0
Difference of Fund returns and Benchmark returns -1 3.4 13.2 14.6 5.5 -3 27.8
# 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 (G) 17,638.27 58.9 4.4 4.4 12.8 14.5 30.2
HDFC Mid-Cap Opportunities Fund - Direct Plan (G) 2,460.33 61.8 4.7 5.0 14.1 15.6 31.4
Reliance Growth Fund - Retail Plan (G) 6,566.71 1130.7 4.1 0.9 8.5 10.3 23.8
Reliance Growth Fund - Direct Plan (G) 500.24 1177 4.3 1.2 9.3 11.2 24.7
Franklin India Prima Fund - Direct Plan (G) 870.29 1052.6 3.4 3.0 12.2 14.9 29.9
*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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