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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
Expense Ratio	0.54%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 18,749
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.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	35.63%
HSBC Midcap Fund - Direct Plan	1000	1000	25.47%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	35.63%
Axis Midcap Fund - Direct Plan	100	100	26.65%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	35.26%
DSP Midcap Fund - Direct Plan	500	1000	21.35%

Top 10 Holdings

Company	Holding Type	Asset(%)
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	13
Cholamandalam Investment and Finance Co Ltd	Equity	4
Indian Hotels Co Ltd	Equity	3
ICICI Bank Ltd	Equity	3
Supreme Industries Ltd	Equity	3
Persistent Systems Ltd	Equity	3
Cummins India Ltd	Equity	3
Trent Ltd	Equity	3
Schaeffler India Ltd Shs Dematerialised	Equity	3
Astral Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	87
Cash - Repurchase Agreement	13
Bond - Gov't Treasury	1
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Consumer Cyclical	25
Industrials	16
Financial Services	15
Cash - Repurchase Agreement	13
Basic Materials	12

Fund Manager

Shreyash Devalkar

6+ years of experience

Vinayak Jayanath

0+ years of experience

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.

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

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m