Axis Midcap Fund - Regular Plan - IDCW
Category: Equity: Mid Cap
Launch Date: 18-02-2011
AUM:
₹ 33,567.23 Cr
Expense Ratio
1.7%
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 | 5.6 | 15.97 | 13.0 |
| 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
40.94
Last change
0.37 (0.9038%)
Fund Size (AUM)
₹ 33,567.23 Cr
Performance
16.62% (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 | 6.57 |
| NIFTY June 2026 Future | 5.46 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.83 |
| FORTIS HEALTHCARE LIMITED. EQ | 3.54 |
| Multi Commodity Exchange of India L | 3.04 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.9 |
| BSE LIMITED EQ NEW FV RS. 2/- | 2.39 |
| SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/- | 2.22 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 2.11 |
| APAR INDUSTRIES LIMITED EQ | 2.09 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.49 |
| Capital Goods | 17.84 |
| Automobile and Auto Components | 11.11 |
| Healthcare | 10.25 |
| Consumer Services | 8.35 |
| Chemicals | 6.33 |
| Information Technology | 3.45 |
| Realty | 2.4 |
| Consumer Durables | 2.09 |
| Telecommunication | 1.89 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Midcap Reg IDCW | 13.0 |
| HSBC Midcap Fund Reg Gr | 17.88 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| ICICI Pru Midcap Gr | 17.19 |
| MahIndra Manulife Mid Cap Fund Reg Gr | 17.41 |
| Baroda BNP Paribas Mid Cap Fund Gr | 14.84 |
| Mirae Asset Midcap Reg | 15.67 |
| ITI Mid Cap Fund Reg Gr | 15.14 |
| Invesco India Midcap Gr | 19.58 |