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Axis Midcap Fund

Growth
EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 30,329 Cr
Very High RiskPrinciple investment will be at very high risk
128.582.07% (-2.72)

Price Chart

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Returns
0.00%
1M
6M
1Y
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 30,329 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5462.821.78
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2858.071.55

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil for 10% of investments and 1% for remaining investments on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
BSE 150 MidCap - TRI

About Mid Cap Fund

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

Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Midcap Fund34.86%20.16%20.57%
HDFC Mid-Cap Opportunities Fund32.62%30.34%22.25%
Kotak Emerging Equity Fund38.46%25.80%22.20%
Nippon India Growth Fund32.46%28.67%19.84%

Price Comparison

Compare Axis Midcap Fund with any MF, ETF, stock or index
Compare Axis Midcap Fund with any MF, ETF, stock or index
Axis Midcap Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity7.01%92.99%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

+33 moreElectrical Components & EquipmentsInvestment Banking & BrokeragePharmaceuticalsIT Services & ConsultingAuto Parts62.73 %6.10 %7.04 %7.12 %8.01 %8.99 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2411.62%11.56%10.75%12.73%10.86%8.99%
Auto Parts as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Trent Ltd
    TRENT
    3M change : -0.07 %

    Holdings

    3.43 %

    -0.07 %
  • Indian Hotels Company Ltd
    INDHOTEL
    3M change : 0.50 %

    Holdings

    3.07 %

    0.50 %
  • Persistent Systems Ltd
    PERSISTENT
    3M change : 0.38 %

    Holdings

    2.92 %

    0.38 %

AMC Profile

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

    ₹ 3,19,346.00 Cr.

Fund Manager Profile

Shreyash Devalkar

AUM:  ₹1,31,256.78 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Nitin Arora

AUM:  ₹43,962.01 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Krishnaa N

AUM:  ₹1,42,299.05 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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