Axis Midcap Fund - Regular Plan - Growth

Axis Midcap Fund - Regular Plan - Growth

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Category: Equity: Mid Cap
Launch Date: 06-02-2011
Asset Class: Equity
Benchmark: S&P BSE 150 MidCap TRI
Expense Ratio: 1.62% As on (31-10-2023)
Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 100.0
Total Assets: 21,962.26 Cr As on (31-10-2023)
Turn over: 23
NAV as on 06-12-2023

83.33

-0.1 (-0.12%)

CAGR Since Inception

18.01%

S&P BSE 150 MidCap TRI 19.06%

PERFORMANCE of Axis Midcap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 06-12-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Midcap Fund - Regular Plan - Growth 21.1 20.04 19.79 19.94 18.01
S&P BSE 150 MidCap TRI 33.04 29.26 22.87 21.84 19.06
Equity: Mid Cap 28.69 26.35 20.93 20.24 20.1

Yearly Performance (%)

Nav Movement

Fund Managers

Shreyash Devalkar, Vinayak Jayanath, Nitin Arora

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

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 13.8 1.04 -4.52 0.84 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Axis Midcap Fund - Regular Plan - Growth

Period
Data as on - 06-12-2023
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 06-02-2011 21.1 10.43 20.04 19.79 19.94
JM Midcap Fund (Regular) - Growth 21-11-2022 39.68 0.0 0.0 0.0 0.0
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 36.73 26.55 30.97 22.86 22.02
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 36.63 23.98 31.59 24.39 20.54
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 36.41 21.13 30.47 22.41 0.0
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 33.59 18.96 26.06 21.95 21.22
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 33.37 0.0 0.0 0.0 0.0
HSBC Midcap Fund - Regular Growth 09-08-2004 32.57 18.33 22.85 17.06 20.85
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 31.3 20.32 26.89 18.21 19.54
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 18-08-2022 30.9 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Axis Midcap Fund - Regular Plan - Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300