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Axis Mid Cap Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
More Plan & Options
24.170 0.17 (0.71%)

NAV as on 26 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Small & Mid Cap
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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:
 
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Returns (NAV as on 26 Nov, 2014)

Period Returns (%) Rank #
1 mth 6.9 52
3 mth 13.3 48
6 mth 30.9 63
1 year 82.4 44
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 7.7 - -
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 6.9 13.3 30.9 82.4 -- -- --
Category avg 6.6 12.6 30.1 64.5 13.9 12.6 7.0
Difference of Fund returns and Category returns 0.3 0.7 0.8 17.9 -- -- --
Best of category 12.5 20.4 55.2 117.4 47.2 41.6 26.3
Worst of category 1.4 4.5 11.6 42.0 21.8 20.2 11.1
Benchmark returns # 5.5 9.3 19.3 63.0 23.2 21.1 9.6
Difference of Fund returns and Benchmark returns 1.4 4.0 11.6 19.4 -- -- --
# 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) 22.54 (Sep-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 Opport.- Direct (G) Not Ranked
433.50 12.2 31.8 83.7 -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 12.0 31.3 82.5 33.4 24.6
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 8.9 28.3 83.7 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 8.7 27.9 82.3 35.5 23.2
IDFC Premier Equity - Direct (G) Not Ranked
398.22 10.9 29.3 65.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Federal Bank Banking/Finance 31.96 4.08
ING Vysya Bank Banking/Finance 25.79 3.30
SML Isuzu Automotive 22.54 2.88
CMC Technology 21.31 2.72
Tata Chemicals Chemicals 19.33 2.47
Wyeth Pharmaceuticals 18.79 2.40
Eicher Motors Automotive 18.64 2.38
DB Corp Media 17.81 2.28
DCB Bank Banking/Finance 17.38 2.22
Sanofi India Pharmaceuticals 17.33 2.21

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 15.86 19.69 15.55
Engineering 10.78 10.78 2.88
Automotive 9.64 12.44 9.63
Chemicals 9.43 9.43 5.10
Pharmaceuticals 8.37 9.23 6.00
Miscellaneous 6.58 8.74 5.57

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 98.06
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.94

View All

Concentration

Holdings (%)
Top 5 15.45
Top 10 26.94
Sector (%)
Top 3 36.28

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