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you are here: Moneycontrol Mutual Funds Small & Mid Cap 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
34.620 0.18 ( 0.52 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
FUND CLASS
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Info

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Mar 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 Jun 22, 2018)
Period Returns(%) Rank#
1 Month 0.8 10
3 Months 6.6 2
6 Months 1.3 8
1 Year 17.0 11
2 Years 18.7 45
3 Years 10.7 91
5 Years 23.1 60

# Moneycontrol Rank within 147 Small & Mid Cap 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 - - - -
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 (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.8 6.6 1.3 17 17 18.7 10.7
Category average -1.7 -1.3 -8.7 5 14.8 10.5 13.7
Difference of Fund returns and Category returns 2.5 7.9 10 12 2.2 8.2 -3
Best of Category 1.9 6.9 11.7 29.8 34.2 23.8 37
Worst of Category -7.2 -9.3 -17.9 -5.4 7.5 6 15.7
Benchmark returns # 0.6 -0.4 -9.9 7.3 17.8 14.2 0
Difference of Fund returns and Benchmark returns 0.2 7 11.2 9.7 -0.8 4.5 10.7
# 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 58.7 1.6 -5.6 8.5 15.5 27.6
HDFC Mid-Cap Opportunities Fund (G) 17,638.27 56.1 1.3 -6.1 7.4 14.4 26.5
Franklin India Smaller Companies Fund - Direct Plan (G) 1,472.67 61.8 -0.2 -7.3 7.9 16.8 30.3
Franklin India Smaller Companies Fund (G) 5,748.37 58.1 -0.5 -7.9 6.6 15.3 28.7
Reliance Small Cap Fund - Direct Plan (G) 1,001.82 44.6 -1.7 -10.3 13.1 22.5 37.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
GRUH Finance Banking/Finance 111.91 7.85
Bajaj Finance Banking/Finance 73.63 5.33
City Union Bank Banking/Finance 75.20 5.28
Page Industries Manufacturing 75.96 5.17
Sundaram Fin Banking/Finance 58.02 4.39
Supreme Ind Manufacturing 62.58 4.07
Endurance Techn Automotive 54.42 3.82
V-Guard Ind Miscellaneous 50.78 3.56
Astral Poly Tec Manufacturing 43.52 3.23
Avenue Supermar Retail & Real Estate 45.99 3.05
Asset Allocation (%) As on May 31, 2018
Equity 86.75
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 13.25
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 28.70
Automotive 12.91
Manufacturing 12.47
Miscellaneous 6.18
Retail & Real Estate 4.38
Cons NonDurable 3.85
Concentration As on May 31, 2018
Holdings %
Top 5 28.02
Top 10 86.75
Sectors %
Top 3 54.08
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