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  • Axis Mutual Fund
  • Axis Midcap Fund (Growth)
Axis Mutual Fund

Axis Midcap Fund (Growth)

EquityMid Cap

68.02

NAV (Nov 25)

15.6%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

68.02

NAV (Nov 25)

Fund Returns

Last 1Y

-3.8%

Last 3Y

20.1%

Last 5Y

15.6%

Last 10Y

18.4%

Since Inception

17.7%

6 Month CAGR

13.7%

Scheme Information

Investment Objective

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

Expense Ratio

1.76

Launched (11y ago)

Feb 18, 2011

AUM in Crores

19708.090

ISIN

INF846K01859

Lock-in

No Lock-in

Benchmark

S&P BSE Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

19.8

Standard Deviation (5yr)

17.9

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.819

Sharpe Ratio (5yr)

0.66

YTM

0

Fund Managers

Shreyash Devalkar

Fund Manager

Hitesh Das

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

clearing corporation of india ltd

12.2%
12.2%

icici bank ltd

4.2%
4.2%

cholamandalam investment and finance co ltd

4%
4%

trent ltd

3.7%
3.7%

bajaj finance ltd

3.1%
3.1%
See all holdings

Allocation by Sector

consumer cyclical

25.3%
25.3%

industrials

16.1%
16.1%

financial services

15.8%
15.8%

basic materials

11.5%
11.5%

technology

7%
7%
See all sectors

Compare Axis Midcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,604 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6.1%

    8%

    4.1%

    7%

    5.7%

    7.5%

    6.5%

    8%

    10.2%

    4.3%

    Axis Midcap Fund (G) Review

    Axis Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 17.7% over a period of 11 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Shreyash Devalkar.

    Nav of Axis Midcap Fund (G) as of 11/25/2022 is ₹68.02 with the total AUM as of 11/26/2022 is ₹19708.09. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Midcap Fund (G) was launched on Feb 18, 2011. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Axis Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Axis Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE Midcap 150 TR INR.

    Axis Midcap Fund (G) is rated as a 3 fund in Equity and delivered -3.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Midcap Fund (G).

    Frequently Asked Questions

    What is Axis Midcap Fund (G)?

    Axis Midcap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Axis Midcap Fund (G)?

    You can invest in Axis Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Axis Midcap Fund (G)?

    The minimum sip amount for Axis Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis Midcap Fund (G) good to invest in?

    As per Scripbox experts, Axis Midcap Fund (G) is a Neutral fund. You can investAxis Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Axis Midcap Fund (G)?

    The expense ratio of the Axis Midcap Fund (G) is 1.76% for regular plan.