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Axis Mid Cap Fund (G) SET SMS ALERT

22.000
0.1 (0.46%)
NAV as on Sep-30-2014
NAV as on Sep-30-2014

Fund Family Axis Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Sep-30-2014)

Period Returns (%) Rank #
1 mth 3.8 55
3 mth 7.3 84
6 mth 45.6 48
1 year 88.2 41
2 year 34.7 17
3 year 31.2 9
5 year - -

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.0 35.3 - - -
2013 -10.8 -1.7 -5.2 20.4 2.8
2012 19.4 -1.6 12.8 11.6 52.4
2011 2.5 1.7 -5.8 -9.1 -11.3

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 3.8 7.3 45.6 88.2 34.7 31.2 --
Category avg 3.8 9.0 41.4 68.4 12.9 10.9 6.6
Difference of Fund returns and Category returns 0.0 -1.7 4.2 19.8 21.8 20.3 --
Best of category 7.3 16.4 76.2 143.7 44.1 36.1 25.1
Worst of category 0.5 -1.8 27.3 55.5 17.3 16.6 9.0
Benchmark returns # 0.9 1.6 34.6 70.0 19.6 15.8 8.5
Difference of Fund returns and Benchmark returns 2.9 5.7 11.0 18.2 15.1 15.4 --
Axis Mid Cap Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# 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 Feb 14, 2011
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 337.30 (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 8.9 41.6 89.6 28.8 23.6
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 9.1 42.1 90.8 -- --
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 9.4 45.2 87.9 33.3 22.0
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 9.6 45.8 89.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
CMC Technology 23.66 3.81
ING Vysya Bank Banking/Finance 22.58 3.64
Federal Bank Banking/Finance 21.74 3.50
DB Corp Media 16.26 2.62
MphasiS Technology 16.04 2.59
ICRA Miscellaneous 15.63 2.52
SML Isuzu Automotive 15.37 2.48
Wyeth Pharmaceuticals 15.02 2.42
BASF Chemicals 14.97 2.41
DCB Bank Banking/Finance 14.32 2.31

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 16.85 19.69 15.66
Automotive 10.10 12.44 9.94
Chemicals 9.32 8.88 5.10
Pharmaceuticals 8.36 8.75 6.00
Engineering 7.82 8.41 2.65
Technology 7.30 16.31 5.60

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 95.99
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.01

View All

Concentration

Holdings (%)
Top 5 16.16
Top 10 28.30
Sector (%)
Top 3 36.27

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