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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.53 | 67.66 | 1.32 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 61.17 | 1.10 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
BSE 150 MidCap - TRI |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Midcap Fund | 21.31% | 15.43% | 19.70% |
HDFC Mid-Cap Opportunities Fund | 18.24% | 25.20% | 21.55% |
Kotak Emerging Equity Fund | 24.21% | 20.59% | 21.29% |
Nippon India Growth Fund | 19.19% | 23.36% | 19.10% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Equity
Others
Holdings
3.54 %
Holdings
3.34 %
Holdings
3.14 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
71
Total AUM
₹ 3,16,522.46 Cr.
Shreyash Devalkar
AUM: ₹1,31,382.04 Cr.
|
Exp: 5yrs
Nitin Arora
AUM: ₹44,628.74 Cr.
|
Exp: —
Krishnaa N
AUM: ₹1,42,932.50 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%