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Axis Midcap Fund - Regular Plan - Growth

AMC: Axis Mutual Fund
Type: Equity - Mid Cap Fund
Plan: Standard Plan
50.9500 -0.67 (-1.30) % NAV as on 15-Jan-2021
start sip Lumpsum
Benchmark Indices S&P BSE Mid-Cap
Category Equity
Inception Date 18-Feb-2011
Risk Category Very High
3 Yr CAGR 13.74%

Fund Data

Fund Manager Shreyash Devalkar
Exit Load 1 %
Expense Ratio 1.89 %
AUM (Rs in Cr) 8,514.60
Lock in Period NA

Investment Details

Min Investment 5,000
Min SIP Investment 0
Min Addtnl Investment 100
Min Withdrawal 1

Price Movement

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Top Holdings

Value ( Cr.) Hold %
Cholamandalam Investment ... 385.32 4.53
PI Industries Limited 341.80 4.01
Voltas Limited 318.70 3.74
IPCA Laboratories Limited 301.99 3.55
Astral Poly Technik Limited 296.17 3.48
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Asset Allocation

97.49% Domestic Equities
1.99% Cash & Cash Equivalents and Net Assets
0.52% Deposits (Placed as Margin)

Portfolio Aggregates

Fund Benchmark Category
Average Mkt Cap (Rs Cr) 0.00 0.00 0.00
Large Cap(%) 0.00 0.00 0.00
Mid Cap (%) 0.00 0.00 0.00
Small Cap(%) 0.00 0.00 0.00

Sector Allocation

11.75% Pharmaceuticals & Drugs
9.75% Bank - Private
9.22% Retailing
9.2% Finance - NBFC
7.87% IT - Software
6.93% Plastic Products
4.96% Consumer Durables - Domestic Appliances
4.81% Cement & Construction Materials
4.77% Pesticides & Agrochemicals
3.74% Air Conditioners
2.96% Auto Ancillary
2.95% Consumer Food
2.51% Miscellaneous
2.49% Tyres & Allied
2.01% Trading
1.92% Fertilizers
1.42% Consumer Durables - Electronics
1.41% Telecommunication - Service Provider
1.38% Hotel, Resort & Restaurants
1.24% Gas Transmission/Marketing
1.23% BPO/ITeS
1.04% Steel/Sponge Iron/Pig Iron
0.97% Engineering - Industrial Equipments
0.96% Finance - Stock Broking
0.85% Diversified
0.67% Electric Equipment
0.67% Chemicals
0.32% Engineering

Performance

Company Name YTD(%) 1 Month(%) 3 Month(%) 1 Year(%) 3 Years(%) 5 Year(%) Since Inception(%)
FUND 1.20 4.43 21.60 25.59 13.74 16.77 17.85

Peer Comparison

Compare the performance of a mutual fund with the other funds from the same category

No Data Available

Risk Measures

RISK MEASURES Mean(%) Std Deviation(%) Sharpe Sortino Beta Alpha(%)
Fund 31.44 22.02 1.24 1.71 0.61 14.19
S&P BSE Sensex 25.34 31.39 0.69 0.97 1 0
Rank With In Category 51 (82) 8 (82) 66 (82) 56 (82) 8 (82) 66 (82)
Ratios calculated on daily returns for last 1 year.

News

No Data Available
ALERTS
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