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  • Axis Mutual Fund
  • Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)
Axis Mutual Fund

Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

EquityMid Cap

Top Ranked

37.23

NAV (Dec 03)

22.7%
5 Year CAGR
Scripbox Opinion

Top Ranked

Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) is recommended for investment within 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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

10 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

15,988 Cr. Category leader in size

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

37.23

NAV (Dec 3)

Fund Returns

Last 1Y

44.9%

Last 3Y

25.5%

Last 5Y

22.7%

Last 10Y

21.5%

Since Inception

19.4%

6 Month CAGR

17.9%

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Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

1.81

Launched (10y ago)

Feb 18, 2011

AUM in Crores

15987.991

ISIN

INF846K01867

Lock-in

No Lock-in

Benchmark

S&P BSE Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Hitesh Das

Fund Manager

user-avatar

Shreyash Devalkar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,984 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.8%

    7.2%

    19.6%

    13.7%

    26.3%

    19.7%

    4.3%

    6.8%

    3.6%

    5.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

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    About Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    About Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 19.4% over a period of 10 years. . The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Shreyash Devalkar

    Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Investment Objective

    To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. . However, there is no assurance that the objective of the scheme will be realized.

    Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund was launched on Feb 18, 2011. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-12-03 is ₹37.23. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹15987.991. The category risk of the Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 1.81 % as expense ratio.

    Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 93.6% in this asset class. The top three holdings of the fund are , clearing corporation of india ltd , cholamandalam investment and finance co ltd , icici bank ltd , net receivables / (payables) , coforge ltd , astral ltd , mindtree ltd , hdfc bank ltd , bajaj finance ltd , avenue supermarts ltd , crompton greaves consumer electricals ltd , mphasis ltd , pi industries ltd , voltas ltd , gujarat gas ltd , sona blw precision forgings ltd , supreme industries ltd , tata elxsi ltd , bata india ltd , trent ltd , tata consumer products ltd , endurance technologies ltd , jk cement ltd , ipca laboratories ltd , apollo hospitals enterprise ltd , l&t technology services ltd , acc ltd , city union bank ltd , aditya birla fashion and retail ltd , sundaram finance ltd , persistent systems ltd , alkem laboratories ltd , coromandel international ltd , balkrishna industries ltd , grindwell norton ltd , ramco cements ltd , cummins india ltd , united spirits limited november 2021 future , tata communications ltd , ttk prestige ltd , divi's laboratories ltd , gujarat state petronet ltd , honeywell automation india ltd , page industries ltd , info edge (india) ltd , indraprastha gas ltd , abbott india ltd , 3m india ltd , indian hotels co ltd , sumitomo chemical india ltd ordinary shares , container corporation of india ltd , tata power company limited november 2021 future , whirlpool of india ltd , navin fluorine international ltd , torrent pharmaceuticals ltd , nuvoco vista corp ltd , 3% axis bank limited (19/07/2022) , 3% axis bank limited (22/04/2022) , minda industries ltd , aditya birla sun life amc ltd , 3% axis bank limited (06/07/2022) , 3% axis bank limited (28/07/2022) , united spirits ltd , indiamart intermesh ltd , indigo paints ltd ordinary shares , 3% axis bank limited (25/07/2022) , 3% axis bank limited (12/07/2022) , mahindra cie automotive ltd , abb india ltd

    Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund 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 Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Review

    Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) has a score of 5 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Midcap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) has a score of 5 out of 5 Scipbox has rated this fund 5 out of 5 based on consistency of performance over various years / tenures.

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