Axis Midcap Fund - Regular Plan - Growth

Category: Equity: Mid Cap
Launch Date: 15-02-2011
Asset Class: Equity
Benchmark: S&P BSE MidCap TRI
Expense Ratio: 1.85% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 10,431.65 Cr As on (31-03-2021)
Turn over: 28.00
NAV as on 16-04-2021

54.44

0.69 (1.2675%)

CAGR Since Inception

18.14%

S&P BSE MidCap TRI 8.67%

PERFORMANCE of Axis Midcap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 16-04-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Midcap Fund - Regular Plan - Growth 57.84 15.58 17.73 18.0 18.14
S&P BSE MidCap TRI 44.88 0.86 9.93 10.13 8.67
Equity: Mid Cap 72.27 9.25 14.4 15.0 18.1

Yearly Performance (%)

Nav Movement

Fund Managers

Shreyash Devalkar,Hitesh Das

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 14.88 0.39 -4.62 0.94 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Axis Midcap Fund - Regular Plan - Growth

Period
Data as on - 16-04-2021
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 15-02-2011 57.84 22.23 15.58 17.73 18.0
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 98.8 30.89 15.87 16.76 0.0
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 90.14 19.62 9.12 11.97 16.79
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 85.71 0.0 0.0 0.0 0.0
Mirae Asset Midcap Fund - Regular Plan 01-07-2019 85.68 0.0 0.0 0.0 0.0
ICICI Prudential MidCap Fund - Growth 10-10-2004 81.49 13.74 6.96 13.99 14.4
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 81.45 21.24 9.42 15.98 17.46
Kotak Emerging Equity Scheme - Growth 30-03-2007 80.9 21.07 11.83 17.0 17.52
UTI Mid Cap Fund-Growth Option 05-08-2005 79.07 20.48 8.47 13.51 16.36
quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 78.97 23.16 15.44 14.42 12.09

PORTFOLIO ANALYSIS of Axis Midcap Fund - Regular Plan - Growth

Asset Allocation (%)