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Axis Midcap Fund - Regular Plan - Growth

Fund House:
Axis Mutual Fund
Category:
Equity: Mid Cap
Status:
Open Ended Schemes
Launch Date:
06-02-2011
ISIN Number:
INF846K01859
Minimum Investment:
100
Minimum SIP:
1000
Total Assets: (29-11-2024):
30331.03
Nav (20-12-2024)
111.28
CAGR Since Inception:
19.01
Benchmark:
BSE 150 MidCap TRI
Expense Ratio (30-11-2024)::
1.57 %
Risko-Meter:
Very High
Exit Load:
If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis, For remaining investments: 1% w.e.f., 25/09/2017. 1% if redeemed or Switched out within 12 months from the date of allotment W.e.f 05th May, 2014.3% if redeemed or Switched out upto 6 months from the date of allotment,2% if redeemed or Switched out after 6 months upto 12 Months from the date of allotment, 1% if redeemed or Switched out after 12 months upto 24 Months from the date of allotment W.e.f 01st Oct, 2012.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Axis Midcap Fund - Regular Plan - Growth 33.46 27.89 18.81 23 16.6
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 48.33 37.76 26.86 28.54 18.36
HSBC Midcap Fund - Regular Growth 44.35 38.5 27.26 25.6 17.77
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 43.08 36.76 27.47 30.4 19.25
Kotak Emerging Equity Scheme - Growth 36.96 31.35 24.34 27.32 18.82
JM Midcap Fund (Regular) - Growth 36.82 37.56 0 0 0
Franklin India Prima Fund-Growth 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 36.34 35.93 0 0 0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 35.64 33.75 0 0 0
Fund Manager
Shreyash Devalkar, Nitin Arora, Krishnaa N:
Scheme Objective
The scheme aims to generate long term capital growth by investing predominantly in equity and equity related securities of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Axis Midcap Fund - Regular Plan - Growth NIFTY 50 TRI Equity: Mid Cap
CAGR since inception 19.01% 13.95% 21.06%
1 Year 33.46% 12.84% 32.91%
3 Year 18.81% 13.73% 23.47%
5 Year 23.00% 15.28% 26.40%
10 Year 16.60% 12.46% 17.10%
Nav / Index Value as on2024-12-22 30,331.03% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 7.01
Equity 92.98
Company Holding
TRENT LIMITED 3.43
THE INDIAN HOTELS COMPANY LIMITED 3.07
FORTIS HEALTHCARE LIMITED. 2.89
COROMANDEL INTERNATIONAL LIMITED 2.3
THE SUPREME INDUSTRIES LIMITED 2.27
SONA BLW PRECISION FORGINGS LIMITED 2.19
THE FEDERAL BANK LIMITED 2.01
PI INDUSTRIES LIMITED 2
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 1.92
UNO MINDA LIMITED 1.92
FAQ's of Axis Midcap Fund - Regular Plan - Growth
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Axis Midcap Fund - Regular Plan - Growth