| 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 |
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 (%)
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.
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.
Riskometer
| 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 | - | - | - | - | - | - |
| 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 |
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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