Axis Midcap Fund - Regular Plan - Growth

Category: Equity: Mid Cap
Launch Date: 06-02-2011
Asset Class: Equity
Benchmark: S&P BSE 150 MidCap TRI
Expense Ratio: 1.6% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 25,536.68 Cr As on (31-03-2024)
Turn over: 27
NAV as on 22-04-2024

92.4

0.23 (0.2489%)

CAGR Since Inception

18.37%

S&P BSE 150 MidCap TRI 19.58%

PERFORMANCE of Axis Midcap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 22-04-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Midcap Fund - Regular Plan - Growth 40.55 19.72 20.78 19.4 18.37
S&P BSE 150 MidCap TRI 56.93 27.49 24.84 21.74 19.58
Equity: Mid Cap 50.68 25.05 22.17 19.77 20.62

Yearly Performance (%)

Nav Movement

Fund Managers

Shreyash Devalkar, Nitin Arora, Krishnaa N

Investment 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.

RETURNS CALCULATOR for Axis Midcap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis Midcap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Midcap Fund - Regular Plan - Growth 12.99 0.98 -2.69 0.81 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Axis Midcap Fund - Regular Plan - Growth

Period
Data as on - 22-04-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 40.55 17.85 19.72 20.78 19.4
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 68.55 30.89 35.06 31.16 20.12
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 64.32 30.97 23.81 0.0 0.0
JM Midcap Fund (Regular) - Growth 21-11-2022 63.91 0.0 0.0 0.0 0.0
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 62.7 27.61 29.0 24.99 0.0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 60.8 32.39 36.97 26.48 22.38
HSBC Midcap Fund - Regular Growth 09-08-2004 57.48 26.06 23.06 19.41 20.27
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 56.79 28.25 29.81 24.73 20.18
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 55.75 31.07 30.08 23.76 21.04
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 54.51 25.03 24.89 22.35 20.63

PORTFOLIO ANALYSIS of Axis Midcap Fund - Regular Plan - Growth

Asset Allocation (%)