Axis Midcap Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Mid Cap
Benchmark Type
S&P BSE Mid Cap
Scheme AUM (in Crs.)
₹ 1396.19
Expense Ratio
1.38%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 87631
Min Subscription
₹ 5000
Min Addition Subscription
₹ 100
Performance
Comparison
Portfolio
Details
Analysis
36.28
(-0.14 %)
NAV as on 2018-11-16
Returns
Fund
Axis Midcap Fund - Direct Plan
1 Year
4.55%
3 Year
12.5%
5 Year
22.73%
AMC Details
amc launch date
Launch Date
04 Sep 2009
amc sponsor
Sponsor
NA
amc email
Email
customerservice@axismf.com
amc phone
Phone
022 - 43255161
amc address
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,080
Portfolio Value
80
Total Returns