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Axis Midcap Fund - Growth

Category: Equity Funds Mid and Small Cap
Launch Date: 18-02-2011
Asset Class: Equity
Benchmark: S&P BSE Mid Cap
Expense Ratio: 2.19% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 1,223.94 Cr As on (30-09-2017)
Turn over: 1.00
NAV as on 20-02-2018

32.55

0.01 (0.0307%)

CAGR Since Inception

18.33%

S&P BSE Mid Cap 21.53%

PERFORMANCE of Axis Midcap Fund - Growth

Scheme Performance (%)

Data as on - 20-02-2018

Yearly Performance (%)

Fund Managers

Mr. Shreyash Devalker

Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund, IDFC Capital, JP Morgan Services India and Calyon Bank.

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.

RETURNS CALCULATOR for Axis Midcap Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Axis Midcap Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Midcap Fund - Growth 14.88 0.39 -4.62 0.94 - -
Equity Funds Mid and Small Cap - - - - - -

PEER COMPARISION of Axis Midcap Fund - Growth

Period
Data as on - 20-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Midcap Fund - Growth 18-02-2011 23.86 22.19 8.63 19.91 0.0
SBI Smal & Midcap - Regular Plan - Growth 09-09-2009 48.94 39.46 24.77 35.9 0.0
HDFC Small Cap Fund - Regular Growth Plan 03-04-2008 43.45 39.84 20.59 23.81 0.0
Reliance Small Cap Fund - Growth Plan - Growth Option 16-09-2010 40.22 40.44 22.1 35.06 0.0
L&T Emerging Businesses Fund - Regular Plan - Growth 12-05-2014 38.0 44.13 23.62 0.0 0.0
IDFC Sterling Equity Fund -Regular Plan-Growth 07-03-2008 33.68 35.61 13.64 21.15 0.0
Edelweiss Mid and Small Cap Fund - Regular Plan - Growth Option 26-12-2007 31.05 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Pure Value Fund - Growth Option 27-03-2008 28.22 35.68 18.12 28.82 0.0
Aditya Birla Sun Life Small & Midcap Fund - GROWTH 31-05-2007 28.03 36.76 19.45 26.93 14.45
HSBC Midcap Equity Fund - Growth 19-05-2005 27.93 34.77 16.44 26.41 9.65

PORTFOLIO ANALYSIS of Axis Midcap Fund - Growth

Asset Allocation (%)

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