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NRI
NRI

Apr 17, 2025

Category

Equity

AUM (Cr.)

28,063.01

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.58

Sharpe Ratio

5.55

Beta Ratio

0.00

Fund Manager

Shreyash Devalkar

Inception Date

Feb 18, 2011

Risk Level

Very High

Investment Objective

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

Invest Now
S&P BSE Mid-Cap
Created with Highcharts 10.3.213​Apr14​Apr15​Apr16​Apr17​Apr97.2098.4099.60100.80102.00103.201W1M3M6M1Y5YMax

Return Calculator

Investment Type

SIP Lumpsum

Company

SIP Period(Year)

5115

Monthly Investment Amount

10 000 00020 00001 Cr

You would get 2,32,309.76 with a -5.87% Returns

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Midcap Fund (G) 5.58 -10.48 10.41 14.73 23.85 17.81
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS 6.33 -11.61 8.15 17.56 28.69 17.85
Category Rank 7/1 9/1 3/1 2/1 3/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HSBC Midcap Fund (IDCW) 69.6911 0.92 5.38 18.19 25.88 10,361.74 1.75 5,000.00 invest
HSBC Midcap Fund (G) 340.8273 0.92 5.38 18.17 25.87 10,361.74 1.75 5,000.00 invest
Mahindra Manulife Mid Cap Fund (G) 30.4092 0.91 7.40 19.68 29.61 3,397.92 1.89 1,000.00 invest
Mahindra Manulife Mid Cap Fund (IDCW) 23.7168 0.91 7.36 19.66 29.61 3,397.92 1.89 1,000.00 invest
Kotak Emerging Equity Fund (G) 118.3260 0.37 11.27 16.94 29.69 48,128.71 1.46 100.00 invest

Asset Allocation

Created with Highcharts 10.3.2
Val (Cr.) Allocation (%)
Equity28,345.1294.46
Debt2,116.097.46
Others1,152.554.06

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Reverse Repo-C C I Jan 31, 2025 2,116.09 7.46 -7.35
Net CA & Others-Net CA & Others Jan 31, 2025 1,152.55 4.06 225.83
Equity-Persistent Sys Jan 31, 2025 905.53 3.19 -6.58
Equity-Indian Hotels Co Jan 31, 2025 897.00 3.16 -12.86
Equity-Fortis Health. Jan 31, 2025 851.43 3.00 -11.06
Equity-Coromandel Inter Jan 31, 2025 704.55 2.48 -3.74
Equity-Trent Jan 31, 2025 649.34 2.29 -40.46
Equity-Lupin Jan 31, 2025 606.92 2.14 -4.92
Equity-Bharti Hexacom Jan 31, 2025 557.03 1.96 -4.97
Equity-Federal Bank Jan 31, 2025 542.17 1.91 -6.40

latest news

Axis Mutual Fund announces change in Key Personnel

Axis Mutual Fund has announced that Mr. Namrata Chirag Shah has been appoin...

Apr 02, 2025 10:15

Axis Mutual Fund announces merger of AXIS Crisil IBX 70:30 CPSE Plus SDL April 2025 Index Fund Merger into AXIS Crisil IBX SDL May 2027 Index Fund

Axis Mutual Fund has approved the merger of AXIS Crisil IBX 70:30 CPSE Plus...

Mar 20, 2025 09:58

Axis Nifty500 Momentum 50 ETF announces Withdrawal of the NFO

Axis Mutual Fund has announced that the New Fund Offer (�NFO�) of Axis Nift...

Mar 13, 2025 12:02

Axis MF announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 20 March 2024 as the record date for declara...

Mar 07, 2025 10:25

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 25 February 2025 as the record date for the ...

Feb 21, 2025 11:35

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Feb 18, 2025 11:42

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Midcap Fund (G)
Contact Persone : Shreyash Devalkar
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com