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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 | 2.2 | 38 |
| 3 mth | -0.2 | 26 |
| 6 mth | 3.4 | 13 |
| 1 year | 30.6 | 1 |
| 2 year | 13.2 | 2 |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 49 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -10.8 | - | - | - | - |
| 2012 | 19.4 | -1.6 | 12.8 | 11.6 | 52.4 |
| 2011 | 2.5 | 1.7 | -5.8 | -9.1 | -11.3 |
* 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 | 2.2 | -0.2 | 3.4 | 30.6 | 13.2 | -- | -- |
| Category avg | 3.4 | 0.1 | 0.6 | 17.5 | 6.0 | 5.4 | 5.1 |
| Difference of Fund returns and Category returns | -1.2 | -0.3 | 2.8 | 13.1 | 7.2 | -- | -- |
| Best of category | 8.2 | 4.2 | 6.9 | 30.6 | 20.8 | 18.8 | 16.2 |
| Worst of category | -1.8 | -6.2 | -9.9 | 3.8 | -4.7 | -6.2 | -6.7 |
| Benchmark returns # | 3.8 | -0.9 | -0.4 | 11.2 | -0.9 | -0.7 | -1.7 |
| Difference of Fund returns and Benchmark returns | -1.6 | 0.7 | 3.8 | 19.4 | 14.1 | -- | -- |
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 | Feb 14, 2011 |
| Benchmark | S&P BSE MIDCAP |
| Asset Size (Rs cr) | 193.59 (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 | 1.2 | 3.2 | 20.9 | 12.0 | 12.4 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.8 | 2.9 | 17.4 | 11.3 | 12.7 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | -0.7 | 3.6 | 18.3 | 8.6 | 13.8 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | 0.0 | 3.1 | 28.5 | 18.8 | 10.8 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 2.6 | -0.6 | 20.0 | 7.4 | 8.6 |
| * 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 | 28.03 | 18.23 |
| Oil & Gas | 12.21 | 12.25 | 3.14 |
| Technology | 11.37 | 14.08 | 9.01 |
| Automotive | 7.74 | 17.51 | 7.74 |
| Engineering | 5.07 | 5.07 | 1.27 |
| Miscellaneous | 5.07 | 6.96 | 4.44 |
| 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:
Inflation indexed bonds: Will it find buyers?
Apr 11, 2013 at 15:56 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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