AXIS Midcap Fund - Direct (G)

AXIS Midcap Fund - Direct (G)

AMC Name: AXIS Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Mid-Cap TRI
Fund Manager Shreyash Devalkar
Fund Horizon OPEN
Inception Date 01-Jan-2013
Scheme AUM(CR) ` 2819.12
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 0
Entry 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.
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.
Expense Ratio 0.84

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 1.07% -0.92%
3 Month -1.96% -7.33%
6 Month -0.26% -10.91%
1 Year -2.21% -16.68%
3 Year 11.65% 1.72%
5 Year 11.55% 7.90%
Since Inception 16.69% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others