Axis Midcap Fund - Regular Plan - IDCW

Equity: Mid Cap Open Ended Scheme
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NAV
₹ 45.22 ₹ -0.96 (-2.12 %)
as on 20-12-2024
Asset Size (AUM)
30,331.03 Cr
Launch Date
Feb 18, 2011
Invest in this scheme
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.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Feb 18, 2011
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18.19

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.04 %
Expense Ratio
1.57%
Volatility
13.08 %
Fund House
Axis Mutual Fund
Fund Manager
Shreyash Devalkar, Nitin Arora, Krishnaa N
Key Features
Scheme description
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
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. 1% if redeemed or Switched out within 12 months from the date of allotment W.e.f 05th May, 2014.3% if redeemed or Switched out upto 6 months from the date of allotment,2% if redeemed or Switched out after 6 months upto 12 Months from the date of allotment, 1% if redeemed or Switched out after 12 months upto 24 Months from the date of allotment W.e.f 01st Oct, 2012.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Axis Midcap Fund - Regular Plan - IDCW
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Invesco India Midcap Fund - Growth Option
HSBC Midcap Fund - Regular Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Kotak Emerging Equity Scheme - Growth
JM Midcap Fund (Regular) - Growth
Franklin India Prima Fund-Growth
WhiteOak Capital Mid Cap Fund Regular Plan Growth
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN
Performance

Scheme Performance (%)

Data as on - 20-12-2024

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
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.
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 32.82 26.94 17.94 21.86 15.58
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 19-04-2007 48.33 37.76 26.86 28.54 18.36
HSBC Midcap Fund - Regular Growth 09-08-2004 44.35 38.5 27.26 25.6 17.77
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 43.08 36.76 27.47 30.4 19.25
Kotak Emerging Equity Scheme - Growth 30-03-2007 36.96 31.35 24.34 27.32 18.82
JM Midcap Fund (Regular) - Growth 21-11-2022 36.82 37.56 0.0 0.0 0.0
Franklin India Prima Fund-Growth 01-12-1993 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 36.34 35.93 0.0 0.0 0.0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 18-08-2022 35.64 33.75 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings