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  • Axis Midcap Fund (RIDCW-A)
Axis Mutual Fund

Axis Midcap Fund (RIDCW-A)

EquityMid Cap

43.87

NAV (Jun 14)

23.9%
5 Year CAGR
Scripbox Opinion
Not Recommended
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).

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 ->

Fund Size

Category Leader

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

Outperformance Consistency

Poor

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

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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

43.87

NAV (Jun 14)

Fund Returns

Last 1Y
47%
Last 3Y
21.5%
Last 5Y
24.2%
Last 10Y
18.7%
Since Inception
19.5%
6 Month CAGR
27.6%

Scheme Information

Investment Objective

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

Expense Ratio
1.59
Launched (13y ago)
Feb 18, 2011
AUM in Crores
26636.778
ISIN
INF846K01875
Lock-in
No Lock-in
Benchmark
S&P BSE Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.1
Standard Deviation (5yr)
17
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.026
Sharpe Ratio (5yr)
0.951
YTM
0
Fund Managers

Nitin Arora

Fund Manager

Shreyash Devalkar

Fund Manager

Krishnaa N

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Midcap Fund (RIDCW-A)70%13,54,579 6,21,96723.9%
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.

Asset allocation and Holdings

Last updated on 2024-06-14

Top Stock Holdings

clearing corporation of india ltd

4%
4%

supreme industries ltd

3.7%
3.7%

cummins india ltd

3.5%
3.5%

trent ltd

3.2%
3.2%

cholamandalam investment and finance co ltd

3%
3%
See all holdings

Allocation by Sector

industrials

24.9%
24.9%

consumer cyclical

22.5%
22.5%

financial services

14.6%
14.6%

basic materials

9.5%
9.5%

healthcare

8.7%
8.7%
See all sectors

Comparison with Equity Funds

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

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 297,864 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

4.8%

7.9%

5.7%

7%

5.9%

8%

5.7%

7%

-

5.2%

Axis Midcap Fund (RIDCW-A) Review

Axis Midcap Fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 19.3% over a period of 13 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Krishnaa N, Nitin Arora, Shreyash Devalkar.

Nav of Axis Midcap Fund (RIDCW-A) as of 6/14/2024 is ₹43.87 with the total AUM as of 6/16/2024 is ₹26636.778. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Midcap Fund (RIDCW-A) was launched on Feb 18, 2011. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis Midcap Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 46.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Midcap Fund (RIDCW-A).

Frequently Asked Questions

What is Axis Midcap Fund (RIDCW-A)?

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

How to invest in Axis Midcap Fund (RIDCW-A)?

You can invest in Axis Midcap Fund (RIDCW-A) 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 (RIDCW-A)?

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

Is Axis Midcap Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Axis Midcap Fund (RIDCW-A) is a Not Recommended fund. You can investAxis Midcap Fund (RIDCW-A) 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 (RIDCW-A)?

The expense ratio of the Axis Midcap Fund (RIDCW-A) is 1.59% for regular plan.