Axis Midcap Fund - Growth

Category: Equity: Mid Cap
Launch Date: 18-02-2011
Asset Class: Equity
Benchmark: S&P BSE Mid Cap TRI
Expense Ratio: 2.37% As on ( 31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 1,693.15 Cr As on ( 30-11-2018)
Turn over: 98.0
NAV as on 11-12-2018

33.88

0.48 ( 1.4168% )

CAGR Since Inception

16.9%

S&P BSE Mid Cap TRI 9.0%

PERFORMANCE of Axis Midcap Fund - Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Midcap Fund - Growth 1.35 11.88 20.19 - 16.9
S&P BSE MidCap TRI -14.41 11.76 19.09 18.83 9.0
Equity: Mid Cap -12.81 9.41 19.24 21.48 13.45

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.

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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: Mid Cap - - - - - -

PEER COMPARISION of Axis Midcap Fund - Growth

Period
Data as on - 11-12-2018
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 1.35 16.98 11.88 20.19 0.0
Axis Midcap Fund - Dividend 18-02-2011 1.35 16.49 11.29 19.53 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Dividend 22-01-2018 0.0 0.0 0.0 0.0 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Growth 05-01-2018 0.0 0.0 0.0 0.0 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 -4.49 13.14 12.13 21.38 24.02
Taurus Discovery (Midcap) Fund - Regular Plan - Divided Option 01-01-2009 -4.66 13.09 12.39 19.76 0.0
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 -4.67 13.74 12.83 20.04 18.92
Invesco India Midcap Fund - Dividend Option 19-04-2007 -5.82 11.77 10.72 20.21 23.07
Franklin India Prima Fund-Growth 01-12-1993 -6.25 10.94 12.05 21.21 23.21
Franklin India Prima Fund-Dividend 01-12-1993 -7.07 9.97 11.11 20.23 21.42

PORTFOLIO ANALYSIS of Axis Midcap Fund - Growth

Asset Allocation (%)

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