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Axis Midcap Fund - Regular Plan - Growth
Axis Midcap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 06-02-2011
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Shreyash Devalkar, Nitin Arora, Krishnaa N
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.
Benchmark
BSE 150 MidCap TRI
Expense Ratio
1.57% As on (30-11-2024)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
30,331.03 Cr As on (29-11-2024)
Nav Movement
RETURNS CALCULATOR for Axis Midcap Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Key Performance and Risk Statistics of Axis Midcap Fund - Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Axis Midcap Fund - Regular Plan - Growth | 13.08 | 0.76 | -2.57 | 0.81 | - | - |
Equity: Mid Cap | - | - | - | - | - | - |
Sectors
Sector | Holdings (%) |
---|---|
Auto Components | 9.32 |
IT - Software | 7.4 |
Pharmaceuticals & Biotechnology | 7.12 |
N/A | 7.02 |
Industrial Products | 6.69 |
Electrical Equipment | 6.08 |
Finance | 5.82 |
Retailing | 5.27 |
Banks | 4.67 |
Realty | 4.67 |
Portfolio Holdings
Company | Holdings (%) |
---|---|
Clearing Corporation of India Ltd | 6.46 |
Trent Limited | 3.43 |
The Indian Hotels Company Limited | 3.07 |
Persistent Systems Limited | 2.92 |
Fortis Healthcare Limited | 2.89 |
Coromandel International Limited | 2.3 |
Supreme Industries Limited | 2.27 |
Sona BLW Precision Forgings Limited | 2.19 |
The Federal Bank Limited | 2.01 |
PI Industries Limited | 2.0 |