-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 23.4% | 21.6% | 21.3% | 19.4% | ||||
Category Average | 13.1% | 16.7% | 16.2% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
Cholaman.Inv.&Fn | Finance | Equity | 4.61% |
Supreme Inds. | Plastic products | Equity | 4.42% |
Trent | Retail | Equity | 3.7% |
Indian Hotels Co | Hotels & Restaurants | Equity | 3.4% |
Persistent Sys | IT - Software | Equity | 3.37% |
Bajaj Finance | Finance | Equity | 3.21% |
ICICI Bank | Banks | Equity | 3.09% |
Astral | Plastic products | Equity | 3.03% |
TVS Motor Co. | Automobile | Equity | 2.81% |
Sona BLW Precis. | Auto Ancillaries | Equity | 2.49% |
P I Industries | Agro Chemicals | Equity | 2.31% |
Uno Minda | Auto Ancillaries | Equity | 2.27% |
Schaeffler India | Bearings | Equity | 2.24% |
Coromandel Inter | Fertilizers | Equity | 2.21% |
Cummins India | Capital Goods-Non Electrical Equipment | Equity | 2.14% |
CG Power & Indu. | Capital Goods - Electrical Equipment | Equity | 2.02% |
Fortis Health. | Healthcare | Equity | 1.96% |
Coforge | IT - Software | Equity | 1.92% |
Phoenix Mills | Realty | Equity | 1.85% |
Abbott India | Pharmaceuticals | Equity | 1.68% |
Tata Comm | Telecomm-Service | Equity | 1.66% |
Sundaram Finance | Finance | Equity | 1.61% |
A B B | Capital Goods - Electrical Equipment | Equity | 1.6% |
J K Cements | Cement | Equity | 1.59% |
Federal Bank | Banks | Equity | 1.57% |
Avenue Super. | Retail | Equity | 1.5% |
Grindwell Norton | Capital Goods-Non Electrical Equipment | Equity | 1.49% |
HDFC Bank | Banks | Equity | 1.44% |
Mphasis | IT - Software | Equity | 1.33% |
M & M Fin. Serv. | Finance | Equity | 1.26% |
Linde India | Chemicals | Equity | 1.26% |
Balkrishna Inds | Tyres | Equity | 1.21% |
Bata India | Leather | Equity | 1.15% |
Alkem Lab | Pharmaceuticals | Equity | 1.08% |
3M India | Diversified | Equity | 1.04% |
Endurance Tech. | Auto Ancillaries | Equity | 0.95% |
SKF India | Bearings | Equity | 0.91% |
ZF Commercial | Auto Ancillaries | Equity | 0.9% |
Motherson Wiring | Auto Ancillaries | Equity | 0.89% |
Navin Fluo.Intl. | Chemicals | Equity | 0.84% |
Vedant Fashions | Retail | Equity | 0.83% |
Aditya Bir. Fas. | Retail | Equity | 0.78% |
K P R Mill Ltd | Readymade Garments/ Apparells | Equity | 0.75% |
Solar Industries | Chemicals | Equity | 0.73% |
The Ramco Cement | Cement | Equity | 0.69% |
Voltas | Consumer Durables | Equity | 0.63% |
Fine Organic | Chemicals | Equity | 0.62% |
Bharat Forge | Castings, Forgings & Fastners | Equity | 0.57% |
Gujarat Gas | Gas Distribution | Equity | 0.57% |
Carborundum Uni. | Capital Goods-Non Electrical Equipment | Equity | 0.56% |
Crompton Gr. Con | Consumer Durables | Equity | 0.56% |
Ipca Labs. | Pharmaceuticals | Equity | 0.47% |
Tata Power Co. | Power Generation & Distribution | Equity | 0.44% |
Page Industries | Readymade Garments/ Apparells | Equity | 0.43% |
Jubilant Food. | Quick Service Restaurant | Equity | 0.41% |
Zomato Ltd | E-Commerce/App based Aggregator | Equity | 0.39% |
Sumitomo Chemi. | Agro Chemicals | Equity | 0.38% |
Honeywell Auto | Electronics | Equity | 0.37% |
Dixon Technolog. | Consumer Durables | Equity | 0.36% |
CreditAcc. Gram. | Finance | Equity | 0.35% |
United Breweries | Alcoholic Beverages | Equity | 0.32% |
Mankind Pharma | Trading | Equity | 0.27% |
Bharat Dynamics | Capital Goods-Non Electrical Equipment | Equity | 0.22% |
Timken India | Bearings | Equity | 0.19% |
Atul | Chemicals | Equity | 0.14% |
Sundram Fasten. | Auto Ancillaries | Equity | 0.11% |
J B Chem & Pharm | Pharmaceuticals | Equity | 0% |
Sectors | Asset |
---|---|
Industrial Products | 13.71% |
Auto Components | 11.1% |
Finance | 10.68% |
Debt | 7.58% |
Retailing | 6.85% |
IT-Software | 6.45% |
Banks | 5.86% |
Electrical Equipments | 4.1% |
Leisure Services | 4.03% |
Consumer Durables | 2.6% |
Automobiles | 2.56% |
Cement & Cement Products | 2.15% |
Healthcare Services | 1.85% |
Realty | 1.58% |
Telecom-Services | 1.58% |
Textiles & Apparels | 1.13% |
Diversified | 1.06% |
Gas | 0.84% |
Industrial Manufacturing | 0.4% |
Beverages | 0.29% |
Cash & Others | 0.22% |
Aerospace & Defense | 0.15% |
Advance Ratio
Exit Load
Exit Load | If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment. |
---|
Fund Objective
Axis Mid Cap Fund is considered one of the best mid-cap funds in India. It has delivered significant returns consistently since its inception in 2005. Axis Mid Cap Fund has been around for over two decades and has been part of HDFC Mutual Fund’s bouquet for over two decades.
It has given an annualised return of 24.27%, which is one of the highest returns in the category. This is an open-ended fund managed by Mr Sumeet Jain, an excellent fund manager. He has two decades plus of experience in the field of equity research and portfolio management. He has rich experience working with various well-reputed mutual funds and is seen as very promising.
Axis Mid Cap Fund is one of India’s top mid-cap mutual funds. However, it is among the lesser-known schemes in the fund family.
Pros & Cons
Pros | Cons |
---|---|
Axis Mid Cap Fund scheme has an affordable expense ratio | Axis Mid Cap Fund is not suitable for short-term investment |
The investment in Axis Mid Cap Fund is diversified to minimise risk. | Theres always a liquidity risk in Axis Mid Cap Fund due to investment in mid-cap stocks. |
Since it is a mid-cap fund, the returns are higher. |
Who Should Invest in Axis Mid Cap Fund?
The Axis Mid Cap Fund is an ideal investment opportunity for those looking to gain exposure to mid-sized companies with the potential for high growth. This fund invests in a well-rounded portfolio of companies with a market capitalisation of $2 billion to $10 billion.
By investing in a variety of companies, this fund provides stability and security for investors. The fund has a strong track record of outperforming its benchmark, the Nifty Midcap 100 Index, and has generated returns of over 20% per year since its inception in 2010.
This fund is best for investors who don’t mind a little risk and are willing to wait a while for their investment to pay off. It is important to note that the fund does not have extensive exposure to blue-chip companies; therefore, the returns are not guaranteed. However, the potential rewards are significant for those willing to take on the risk.
What are the Benefits of Investing in Axis Mid Cap Fund?
There are many benefits of investing in Axis Mid Cap Fund. Some of these benefits include the potential for capital appreciation, the opportunity to diversify your portfolio, and the potential for income generation.
Axis Mid Cap Fund is a diversified equity mutual fund that invests in a portfolio of mid-sized companies. The fund aims to achieve long-term capital appreciation by investing in a diversified basket of mid-cap stocks. The fund has a track record of delivering solid returns and is managed by a team of experienced fund managers.
The fund offers investors the potential for capital appreciation and the opportunity to diversify their portfolios. This fund is ideal for investors who are willing to take on more risk for the potential of greater rewards and who have a long-term investment horizon.
This means that you can earn higher returns than if you invested in an index fund. Finally, the fund has a low expense ratio, so you will not have to pay any fees.
Fund Managers
Shreyash Devalkar - Funds and Content Listing - Senior Fund Manager
With 18 years of work experience, Mr Shreyas Devalkar handles Funds and Content Listing at Axis Mutual Fund. His current designation is Senior Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in November 2016. Before joining Axis AMC, he worked with BNP Paribas Asset Management (India) Pvt. Ltd. as Fund Manager – Equity, IDFC AMC as VP Research – Equity Analyst, IDFC Securities as VP Research – Equity Analyst, and JP Morgan as Credit Analyst.
Mr Shreyas Devalkar’s educational qualifications include MBA (Management) from Jamnalal Bajaj Institute of Management Studies, Bachelor in Chemical Engineering from University Department of Chemical Technology, Mumbai, and HSC from D G Ruparel College. His areas of interest include equity research, financial modelling, portfolio management, etc.
Mr Shreyas Devalkar manages four (4) schemes at Axis Mutual Fund, including Axis Bluechip Fund and Axis Flexi Cap Fund.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
Nippon India Growth Fund – Direct Growth- Equity .
- Mid Cap .
-
- 19,081
-
39.1%Fund Size - 19,081
-
32.4%Fund Size - 19,081
-
25.4%Fund Size - 19,081
-
SBI Magnum Midcap Fund – Direct Growth- Equity .
- Mid Cap .
-
- 13,202
-
28.9%Fund Size - 13,202
-
29.8%Fund Size - 13,202
-
23.7%Fund Size - 13,202
-
Kotak Emerging Equity Fund – Direct Growth- Equity .
- Mid Cap .
-
- 33,699
-
27.3%Fund Size - 33,699
-
27.8%Fund Size - 33,699
-
23.9%Fund Size - 33,699
-
Sundaram Mid Cap Fund – Direct Growth- Equity .
- Mid Cap .
-
- 8,477
-
33.7%Fund Size - 8,477
-
27.7%Fund Size - 8,477
-
19.1%Fund Size - 8,477
-
Tata Mid Cap Growth Fund – Direct Growth- Equity .
- Mid Cap .
-
- 2,521
-
36.8%Fund Size - 2,521
-
27.7%Fund Size - 2,521
-
23.6%Fund Size - 2,521
AMC Contact Details
Frequently Asked Questions
How to invest in AXIS Midcap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Midcap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of AXIS Midcap Fund – Direct Growth ?
How to redeem AXIS Midcap Fund – Direct Growth holding ?
What is the minimum sip amount of AXIS Midcap Fund – Direct Growth?
What are the top sectors AXIS Midcap Fund – Direct Growth has invested in?
- Industrial Products - 13.71%
- Auto Components - 11.1%
- Finance - 10.68%
- Debt - 7.58%
- Retailing - 6.85%
Can I make investments in both the SIP and Lump Sum schemes of AXIS Midcap Fund – Direct Growth?
How much returns have AXIS Midcap Fund – Direct Growth generated ?
What is the expense ratio of AXIS Midcap Fund – Direct Growth ?
What is the AUM of AXIS Midcap Fund – Direct Growth?
What are the top stock holdings of AXIS Midcap Fund – Direct Growth?
- Cholaman.Inv.&Fn - 4.61%
- Supreme Inds. - 4.42%
- Trent - 3.7%
- Indian Hotels Co - 3.4%
- Persistent Sys - 3.37%
How can I redeem my investments in AXIS Midcap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Midcap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock in period for AXIS Midcap Fund - Direct Growth?
No, there is no lock-in period for AXIS Midcap Fund – Direct Growth.