Axis Midcap Fund - Direct Plan
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
Fund Info
| Scheme Class | Equity |
| Scheme Category | Mid-Cap |
| Benchmark Type | S&P BSE Midcap TR INR |
| Expense Ratio | 0.61% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 3,859 |
| AMC AUM (in Crs.) | ₹ 89,720 |
| Min Addition Subscription | ₹ 100 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 8.43% | |
| 1000 | 1000 | 11.07% | |
| 1000 | 1000 | 8.43% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Clearing Corporation Of India Ltd | Cash - Collateral | 15 |
| Info Edge (India) Ltd | Equity | 5 |
| City Union Bank Ltd | Equity | 5 |
| Avenue Supermarts Ltd | Equity | 4 |
| Voltas Ltd | Equity | 4 |
| Astral Poly Technik Ltd | Equity | 4 |
| Bajaj Finance Ltd | Equity | 4 |
| Bata India Ltd | Equity | 3 |
| Indraprastha Gas Ltd | Equity | 3 |
| Cholamandalam Investment and Finance Co Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 84 |
| Cash - Collateral | 15 |
| Cash - CD Time Deposit | 1 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 25 |
| Consumer Cyclical | 16 |
| Cash - Collateral | 15 |
| Industrials | 12 |
| Basic Materials | 8 |
Axis Asset Mutual Fund
AUM₹89,720 Cr
About
Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customers view and long-term relationship.##Axis Mutual Fund houses more than 50 schemes, it has over 20 lakh investors investing with them and is present in over 90 cities. Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.##They also aim to provide quality financial and investment solutions. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m