Axis Midcap Fund - Regular Plan - IDCW
Fund House: Axis Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 18-02-2011 |
| Asset Class: Equity |
| Benchmark: BSE 150 MidCap TRI |
| TER: 1.58% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 28,905.51 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 32% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis,For remaining investments: 1% w.e.f., 25/09/2017. |
40.67
0.05 (0.1229%)
17.41%
Benchmark: 17.68%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY MIDCAP 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 4 Months
13 Years 3 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.08 |
| Sharpe Ratio | 1.04 |
| Alpha | -1.81 |
| Beta | 0.8 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Midcap Fund - Regular Plan - IDCW | 18-02-2011 | 8.67 | 24.78 | 20.91 | 25.19 | 14.62 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 20.6 | 34.62 | 29.43 | 32.44 | 17.33 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 18.55 | 36.34 | 33.1 | 39.36 | 17.63 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.15 | 33.75 | 28.83 | 35.2 | 17.74 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 14.32 | 32.53 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 13.52 | 31.3 | 27.95 | 30.81 | 15.18 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 12.54 | 32.9 | 28.32 | 32.1 | 15.09 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 12.26 | 33.62 | 29.39 | 35.99 | 17.52 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 11.82 | 32.22 | 30.45 | 35.68 | 17.49 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 11.49 | 28.28 | 24.27 | 33.08 | 17.35 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.32%
Others
10.05%
Large Cap
13.06%
Mid Cap
71.59%
