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Axis Midcap Fund - Regular Plan - IDCW

Category: Equity: Mid Cap Launch Date: 18-02-2011
AUM:

₹ 32,508.03 Cr

Expense Ratio

1.57%

Benchmark

BSE 150 MidCap TRI

ISIN

INF846K01867

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Mr. Shreyash Devalkar, Mr. Nitin Arora, Ms. Krishnaa N

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Axis Midcap Fund - Regular Plan - IDCW 2.38 16.36 13.53
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
39.38
Last change
0.05 (0.127%)
Fund Size (AUM)
₹ 32,508.03 Cr
Performance
16.49% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme aims to generate long term capital growth by investing predominantly in equity and equity related securities of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Fund Manager
Mr. Shreyash Devalkar, Mr. Nitin Arora, Ms. Krishnaa N
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Clearing Corporation of India Ltd 8.78
NIFTY May 2026 Future 5.64
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 3.87
FORTIS HEALTHCARE LIMITED. EQ 3.56
Multi Commodity Exchange of India Ltd 3.43
GE T&D INDIA LIMITED EQ NEW RS. 2/- 2.59
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/- 2.25
BSE LIMITED EQ NEW FV RS. 2/- 2.14
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- 2.03
THE PHOENIX MILLS LIMITED EQ NEW RS.2/- 1.96

Sector Allocation

Sector Holdings (%)
Financial Services 19.38
Capital Goods 17.06
Healthcare 10.39
Automobile and Auto Components 10.14
Consumer Services 8.14
Chemicals 6.42
Information Technology 3.97
Consumer Durables 2.51
Realty 2.46
Telecommunication 1.72

Peer Comparison

Scheme Name 5Y (%)
Axis MidCap Reg IDCW 13.53