Election 2014
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Axis Mutual Fund > Axis Mid Cap Fund - Direct Plan (G)

Axis Mid Cap Fund - Direct Plan (G) SET SMS ALERT

15.870
0.27 (1.73%)
NAV as on Apr-17-2014

Fund Family Axis Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 9.5 26
3 mth 15.4 31
6 mth 28.9 38
1 year 27.0 70
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 96 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.2 - - - -
2013 -11.2 -1.5 -5.0 20.6 3.0

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 9.5 15.4 28.9 27.0 -- -- --
Category avg 8.3 13.5 27.7 30.1 8.6 5.3 10.5
Difference of Fund returns and Category returns 1.2 1.9 1.2 -3.1 -- -- --
Best of category 15.8 24.9 48.9 45.8 26.5 16.8 30.3
Worst of category 3.9 6.9 13.7 11.1 7.0 2.3 14.1
Benchmark returns # 9.3 12.4 24.4 17.3 8.3 0.7 16.0
Difference of Fund returns and Benchmark returns 0.2 3.0 4.5 9.7 -- -- --
# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 1.98 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Pankaj Murarka
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 3.00%
Load Comments Exit load 3% if redeemed / switched- out up to 6 months, 2% if redeemed / switched - out after 6 months & up to 12 months and 1% if redeemed / switched - out after 12 months & up to 24 months from the date of allotment

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
IDFC Premier Equity - Direct (G) Not Ranked
108.13 11.7 24.8 26.5 -- --
IDFC Premier Equity - A (G) Rank 3
3,297.14 11.6 24.4 25.7 12.6 25.3
IDFC Premier Equity - B (G) Not Ranked
42.96 11.6 24.5 25.8 12.7 25.4
ICICI Pru Discovery - Direct (G) Not Ranked
116.05 18.0 28.4 32.0 -- --
ICICI Pru Discovery Fund (G) Rank 3
2,679.50 17.7 27.9 31.1 13.0 28.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
CMC Technology - 5.29
ING Vysya Bank Banking/Finance - 3.96
Federal Bank Banking/Finance - 3.70
Persistent Technology - 3.34
ICRA Miscellaneous - 3.31
Eicher Motors Automotive - 2.94
VST Tillers Automotive - 2.81
Gujarat Pipavav Services - 2.65
Wyeth Pharmaceuticals - 2.62
Torrent Pharma Pharmaceuticals - 2.61

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 15.66 22.32 15.16
Automotive 11.81 11.81 5.90
Technology 9.43 17.17 9.43
Miscellaneous 8.74 8.74 5.07
Oil & Gas 8.19 12.21 7.59
Pharmaceuticals 7.55 8.75 4.12

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 94.10
Others 0.42
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.44

View All

Concentration

Holdings (%)
Top 5 19.60
Top 10 33.23
Sector (%)
Top 3 36.90

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.