Share Fund
To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Suitability
This product is suitable for investors who are seeking
• capital appreciation over long term
• investing predominantly in equity & equity related instruments of mid size companies with focus on relatively larger companies within this category
Scheme Class | Equity |
Scheme Category | Mid-Cap |
Expense Ratio | 0.47% |
Min subscription | ₹ 5,000 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 17,165 |
AMC AUM (in Crs.) | ₹ 89,720 |
Min Addition Subscription | ₹ 100 |
Benchmark Type | S&P BSE Midcap TR INR |
Exit Load | Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months. |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 25.98% |
L&T Midcap Fund - Direct Plan | 1000 | 1000 | 21.13% |
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 25.98% |
Axis Midcap Fund - Direct Plan | 100 | 100 | 26.77% |
Kotak Emerging Equity Scheme - Direct Plan | 1000 | 1000 | 29.74% |
DSP Midcap Fund - Direct Plan | 500 | 1000 | 21.38% |
Company | Holding Type | Asset(%) |
---|---|---|
Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | 14 |
Cholamandalam Investment and Finance Co Ltd | Equity | 5 |
ICICI Bank Ltd | Equity | 4 |
Trent Ltd | Equity | 3 |
Bajaj Finance Ltd | Equity | 3 |
Avenue Supermarts Ltd | Equity | 3 |
Coforge Ltd | Equity | 3 |
PI Industries Ltd | Equity | 3 |
Astral Ltd | Equity | 3 |
Bata India Ltd | Equity | 3 |
Asset | Percent |
---|---|
Equity | 85 |
Cash - Repurchase Agreement | 14 |
Cash | 2 |
Equity - Future | 0 |
Sector | Percent |
---|---|
Consumer Cyclical | 21 |
Financial Services | 15 |
Cash - Repurchase Agreement | 14 |
Industrials | 13 |
Technology | 12 |
Fund Manager
Hitesh Das
1+ years of experience
Shreyash Devalkar
5+ years of experience
About
customerservice@axismf.com
Phone
1800 221 322
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400 025