How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.54 | 63.45 | 1.89 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.29 | 59.02 | 1.65 |
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 | 35.97% | 15.65% | 20.38% |
HDFC Mid-Cap Opportunities Fund | 33.50% | 26.14% | 22.07% |
Kotak Emerging Equity Fund | 37.71% | 22.15% | 22.01% |
Nippon India Growth Fund | 37.63% | 24.04% | 19.73% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
3.64 %
Holdings
2.80 %
Holdings
2.77 %
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
68
Total AUM
₹ 3,14,591.19 Cr.
Shreyash Devalkar
AUM: ₹1,34,991.20 Cr.
|
Exp: 5yrs
Nitin Arora
AUM: ₹44,772.71 Cr.
|
Exp: —
Krishnaa N
AUM: ₹1,41,534.23 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Understanding Axis Midcap Fund with Shreyash Devalkar | #FundInFocus
3 months ago•Axis Mutual Fund
Axis Midcap Fund vs. SBI Magnum Midcap Fund – Unveiling the Best Midcap Investment!
10 months ago•Invest with S K Singh
Top mutual funds | Best mutual funds for 2022 in India | Best mutual funds for sip
2 years ago•Invest with S K Singh
Candlesticks Patterns History | Candlesticks Patterns Importance | Candlesticks Charts Benefits
2 years ago•Invest with S.K. Singh
S K Singh
2 years ago•Invest with S K Singh
PGIM India Midcap Opportunities Fund vs Quant Mid Cap Fund|Mutual Fund comparison Best Mid Cap funds
2 years ago•Invest with S K Singh
SBI Technology Opportunities Fund vs Tata Digital India Fund|Mutual Funds comparison technology sec.
2 years ago•Invest with S.K. Singh
Aditya Birla Sun Life Digital India Fund vs Tata Digital India Fund|Mutual Funds comparison.
2 years ago•Invest with S.K. Singh
Tata Digital India Fund vs. ICICI Prudential Technology Fund | Mutual Fund comparison tech. sector
2 years ago•Invest with S.K. Singh
How to trim your portfolio? Over diversification in Mutual Funds | What is the Right No. of funds?
2 years ago•Invest with S.K. Singh
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%