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SET SMS ALERT Fund Family Axis Mutual Fund
Fund Class Small & Mid Cap
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.9 | - |
| 3 mth | -1.1 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -11.2 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Small & Mid Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.9 | -1.1 | -- | -- | -- | -- | -- |
| Category avg | 1.2 | -1.0 | -2.4 | 15.0 | 5.2 | 5.7 | 5.5 |
| Difference of Fund returns and Category returns | -0.3 | -0.1 | -- | -- | -- | -- | -- |
| Best of category | 5.7 | 4.0 | 4.5 | 28.3 | 19.7 | 19.0 | 16.2 |
| Worst of category | -6.0 | -8.8 | -13.8 | -1.1 | -6.2 | -6.5 | -6.2 |
| Benchmark returns # | 1.1 | -2.2 | -4.1 | 8.7 | -2.1 | -1.5 | -1.1 |
| Difference of Fund returns and Benchmark returns | -0.2 | 1.1 | -- | -- | -- | -- | -- |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 01, 2013 |
| Benchmark | S&P BSE MIDCAP |
| Asset Size (Rs cr) | 0.46 (Mar-30-2013) |
| 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 |
| 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 |
| 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 |
| customerservice@axismf.com | |
| Website | http://www.axismf.com |
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| IDFC Premier Equity - A (G) | Rank 2 |
3,381.06 | 0.3 | -0.1 | 18.6 | 12.6 | 12.6 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.3 | 0.6 | 15.1 | 11.7 | 13.0 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | -2.1 | 1.1 | 15.0 | 8.7 | 14.3 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | -0.2 | -0.3 | 26.2 | 19.0 | 11.4 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 0.8 | -3.7 | 17.1 | 7.5 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ING Vysya Bank | Banking/Finance | - | 5.09 |
| CMC | Technology | - | 4.50 |
| Persistent | Technology | - | 3.88 |
| Allahabad Bank | Banking/Finance | - | 3.82 |
| Agro Tech Foods | Miscellaneous | - | 3.66 |
| IndraprasthaGas | Oil & Gas | - | 3.38 |
| Oil India | Oil & Gas | - | 3.24 |
| HPCL | Oil & Gas | - | 3.13 |
| Federal Bank | Banking/Finance | - | 2.97 |
| Wyeth | Pharmaceuticals | - | 2.83 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 22.32 | 24.18 | 20.33 |
| Oil & Gas | 12.21 | 12.25 | 8.86 |
| Technology | 11.37 | 12.65 | 11.37 |
| Automotive | 7.74 | 8.54 | 7.74 |
| Miscellaneous | 5.07 | 5.26 | 4.44 |
| Engineering | 5.07 | 5.07 | 2.85 |
| Equity | 86.54 |
| Others | 2.50 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 10.96 |
| Holdings | (%) |
|---|---|
| Top 5 | 20.95 |
| Top 10 | 36.50 |
| Sector | (%) |
|---|---|
| Top 3 | 45.90 |
Axis Mutual Fund appoints Chandresh Nigam as MD & CEO
Apr 30, 2013 at 10:53 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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