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

21.330
0 (0.00%)
NAV as on Aug-28-2014
NAV as on Aug-28-2014

Fund Family Axis Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) 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 Aug-28-2014)

Period Returns (%) Rank #
1 mth 4.5 63
3 mth 15.3 74
6 mth 54.1 35
1 year 94.4 42
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.2 36.3 - - -
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 4.5 15.3 54.1 94.4 -- -- --
Category avg 4.5 15.7 44.4 71.7 14.2 9.8 6.7
Difference of Fund returns and Category returns 0.0 -0.4 9.7 22.7 -- -- --
Best of category 8.3 26.9 77.9 137.6 49.2 34.3 25.4
Worst of category 0.6 5.6 27.6 58.2 21.0 14.3 10.1
Benchmark returns # 1.7 9.9 43.1 78.0 24.5 14.6 9.7
Difference of Fund returns and Benchmark returns 2.8 5.4 11.0 16.4 -- -- --
# 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) 4.47 (Jun-30-2014)
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 (%)
HDFC MidCap Opportunities (G) Rank 3
4,228.85 16.8 45.7 96.3 26.3 24.5
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 17.0 46.2 97.4 -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 17.6 56.4 96.6 31.0 23.2
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 17.8 56.9 98.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Federal Bank Banking/Finance 19.79 3.52
ING Vysya Bank Banking/Finance 19.50 3.46
CMC Technology 19.27 3.42
MphasiS Technology 16.46 2.93
DB Corp Media 16.28 2.89
VST Tillers Automotive 14.85 2.64
Allahabad Bank Banking/Finance 14.57 2.59
Wyeth Pharmaceuticals 14.10 2.51
Gujarat Pipavav Services 14.10 2.51
DCB Bank Banking/Finance 13.84 2.46

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 17.33 19.69 15.16
Automotive 9.94 12.44 7.19
Chemicals 8.88 8.88 4.92
Engineering 8.41 8.41 1.85
Technology 7.25 17.17 5.60
Pharmaceuticals 6.62 8.75 6.00

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 92.15
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.85

View All

Concentration

Holdings (%)
Top 5 16.22
Top 10 28.93
Sector (%)
Top 3 36.15

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