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)

PLAN: Direct OPTIONS: Growth
More Plan & Options
24.490 0.06 (0.25%)

NAV as on 19 Dec, 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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
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 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 1.6 21
3 mth 6.4 60
6 mth 23.3 69
1 year 77.7 41
2 year 33.4 49
3 year - -
5 year - -

# Moneycontrol Rank within 120 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 1.6 6.4 23.3 77.7 33.4 -- --
Category avg 0.3 5.7 23.7 60.8 24.6 14.2 6.7
Difference of Fund returns and Category returns 1.3 0.7 -0.4 16.9 8.8 -- --
Best of category 4.9 12.9 41.7 116.3 46.4 47.3 25.2
Worst of category -6.2 -7.6 2.5 39.4 17.9 23.2 10.5
Benchmark returns # -2.1 1.4 11.1 56.5 18.5 24.6 9.2
Difference of Fund returns and Benchmark returns 3.7 5.0 12.2 21.2 14.9 -- --
# 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 Opportunities (G) Rank 3
6,209.50 7.3 23.9 73.5 38.6 23.8
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 7.5 24.4 74.7 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 3.4 20.4 74.1 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 3.2 19.9 72.8 39.0 21.9
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 5.4 24.0 58.8 32.6 21.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Federal Bank Banking/Finance 40.23 4.61
ING Vysya Bank Banking/Finance 32.74 3.75
Tata Chemicals Chemicals 26.23 3.00
Wyeth Pharmaceuticals 23.67 2.71
Guj State Petro Oil & Gas 22.50 2.58
Voltas Conglomerates 22.46 2.57
CMC Technology 22.06 2.53
Eicher Motors Automotive 21.19 2.43
DCB Bank Banking/Finance 21.12 2.42
Sundaram Fin Banking/Finance 20.93 2.40

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 17.40 19.69 15.55
Engineering 10.30 10.78 4.94
Chemicals 9.96 9.96 5.10
Automotive 8.69 12.44 8.69
Pharmaceuticals 8.66 9.23 6.00
Miscellaneous 6.07 8.74 5.57

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 97.34
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.66

View All

Concentration

Holdings (%)
Top 5 16.65
Top 10 29.00
Sector (%)
Top 3 37.66

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.