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Axis Midcap Fund - Regular Plan - Growth

Category: Equity: Mid Cap
Launch Date: 05-02-2011
Asset Class: Equity
Benchmark: S&P BSE MidCap TRI
Expense Ratio: 2.05% As on (30-06-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 5,510.73 Cr As on (30-06-2020)
Turn over: 56.00
NAV as on Thu Aug 06 00:00:00 IST 2020

40.51

0.63 (1.5552%)

CAGR Since Inception

15.92%

S&P BSE MidCap TRI 5.98%

PERFORMANCE of Axis Midcap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 06-08-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Midcap Fund - Regular Plan - Growth 15.88 9.95 7.65 - 15.92
S&P BSE MidCap TRI -13.35 -8.08 1.2 5.79 5.98
Equity: Mid Cap 8.44 0.34 4.44 11.25 12.09

Yearly Performance (%)

Fund Managers

Shreyash Devalkar

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 - Regular Plan - 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 - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Midcap Fund - Regular Plan - Growth 14.88 0.39 -4.62 0.94 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Axis Midcap Fund - Regular Plan - Growth

Period
Data as on - 06-08-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Midcap Fund - Regular Plan - Growth 05-02-2011 15.88 5.34 9.95 7.65 0.0
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 02-12-2013 27.53 2.11 2.8 3.88 0.0
Quant Mid Cap Fund-Growth 26-02-2001 19.97 1.52 5.28 5.05 8.01
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 18.12 -1.0 3.32 6.46 10.65
BOI AXA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 13-07-2016 15.72 -5.91 1.21 0.0 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 13.97 0.51 4.56 6.68 13.14
DSP Midcap Fund - Regular Plan - Growth 05-11-2006 13.35 1.13 3.14 8.03 12.5
UTI Mid Cap Fund-Growth Option 01-08-2005 12.85 -2.49 0.13 3.47 12.12
BNP Paribas Mid Cap Fund-Growth Option 02-05-2006 9.01 -0.91 -0.63 3.95 12.8
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 8.75 -3.25 1.51 4.98 12.92

PORTFOLIO ANALYSIS of Axis Midcap Fund - Regular Plan - Growth

Asset Allocation (%)