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Axis Midcap Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.54 | 62.82 | 1.78 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.28 | 58.07 | 1.55 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 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
EquityMid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Midcap Fund(IDCW) | 24.27% | 9.54% | 13.04% |
| HDFC Mid-Cap Opportunities Fund(IDCW) | 23.76% | 21.15% | 14.28% |
| Kotak Emerging Equity Fund(IDCW-Payout) | 38.46% | 25.80% | 17.70% |
| Nippon India Growth Fund(IDCW) | 24.65% | 22.44% | 11.34% |
Price Comparison
Compare Axis Midcap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Trent Ltd3M change : -0.07 %
Holdings
3.43 %
-0.07 % - Indian Hotels Company Ltd3M change : 0.50 %
Holdings
3.07 %
0.50 % - Persistent Systems Ltd3M 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.
|
Exp: 5yrs
Nitin Arora
AUM: ₹43,962.01 Cr.
|
Exp: —
Krishnaa N
AUM: ₹1,42,299.05 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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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%