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3 Year return
21.94%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹26636.78 Cr.
Expense Ratio
0.52% (inclusive of GST)
Exit Load
If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| Cholaman.Inv.&Fn | 3.04 % |
| Phoenix Mills | 2.69 % |
| ICICI Bank | 2.49 % |
| Schaeffler India | 2.42 % |
| Uno Minda | 2.37 % |
| CG Power & Indu. | 2.36 % |
| Sona BLW Precis. | 2.34 % |
| Astral | 2.31 % |
| Fortis Health. | 2.19 % |
| P I Industries | 2.05 % |
| Sundaram Finance | 1.98 % |
| Persistent Sys | 1.95 % |
| A B B | 1.93 % |
| TVS Motor Co. | 1.83 % |
| Coromandel Inter | 1.8 % |
| J K Cements | 1.66 % |
| Abbott India | 1.63 % |
| PB Fintech. | 1.6 % |
| Alkem Lab | 1.46 % |
| Linde India | 1.43 % |
| Avenue Super. | 1.42 % |
| Tata Power Co. | 1.34 % |
| Federal Bank | 1.31 % |
| Voltas | 1.3 % |
| Coforge | 1.26 % |
| Bharat Electron | 1.26 % |
| Apar Inds. | 1.21 % |
| Solar Industries | 1.18 % |
| Max Healthcare | 1.17 % |
| Lupin | 1.1 % |
| Bharti Hexacom | 1.09 % |
| Grindwell Norton | 1.03 % |
| Bajaj Finance | 0.97 % |
| Balkrishna Inds | 0.95 % |
| Tata Comm | 0.93 % |
| Net CA & Others | 0.9 % |
| Indian Bank | 0.88 % |
| 3M India | 0.88 % |
| Dixon Technolog. | 0.84 % |
| Motherson Wiring | 0.84 % |
| Endurance Tech. | 0.71 % |
| SKF India | 0.67 % |
| Jindal Steel | 0.67 % |
| K P R Mill Ltd | 0.65 % |
| ZF Commercial | 0.65 % |
| Torrent Power | 0.63 % |
| Oberoi Realty | 0.61 % |
| Zomato Ltd | 0.58 % |
| Carborundum Uni. | 0.58 % |
| Ipca Labs. | 0.55 % |
| Bharat Dynamics | 0.52 % |
| H P C L | 0.52 % |
| Prestige Estates | 0.52 % |
| St Bk of India | 0.52 % |
| Fine Organic | 0.51 % |
| Hind.Aeronautics | 0.51 % |
| Mankind Pharma | 0.51 % |
| Jubilant Food. | 0.51 % |
| Bata India | 0.51 % |
| Bharat Forge | 0.5 % |
| NHPC Ltd | 0.5 % |
| ICICI Lombard | 0.49 % |
| Mphasis | 0.43 % |
| M & M Fin. Serv. | 0.42 % |
| L&T Finance Ltd | 0.4 % |
| Timken India | 0.4 % |
| Samvardh. Mothe. | 0.38 % |
| Honeywell Auto | 0.38 % |
| Tata Technolog. | 0.36 % |
| Page Industries | 0.32 % |
| Power Grid Corpn | 0.3 % |
| CreditAcc. Gram. | 0.29 % |
| J B Chem & Pharm | 0.23 % |
| KEI Industries | 0.18 % |
| Torrent Pharma. | 0.18 % |
| Sumitomo Chemi. | 0.18 % |
| Vedant Fashions | 0.15 % |
| C C I | 0.14 % |
| Ajanta Pharma | 0.1 % |
| Jindal Stain. | 0.09 % |
| Tata Chemicals | 0.08 % |
| Hitachi Energy | 0.06 % |
| Sundram Fasten. | 0.04 % |
Axis Mutual Fund Managers
SD
Shreyash Devalkar
Fund Manager since Nov 2016
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout |
37.32% |
4.5 |
|
Quant Mid Cap Fund IDCW Direct Plan Payout |
34.75% |
4 |
|
Mahindra Manulife Mid Cap Fund Direct Plan IDCW Payout |
29.43% |
2 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Reinvestment
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Growth
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Reinvestment
About Axis Midcap Fund Direct Plan Growth
The Axis Midcap Fund Direct Plan Growth is an Open-ended Mid Cap Equity scheme offered by Axis Mutual Fund House. This scheme serves as an investment avenue for individuals seeking exposure to mid-sized companies with strong fundamentals and growth potential. Additionally, the Axis Midcap Fund Direct Plan Growth boasts a relatively lower expense ratio compared to many other midcap funds. The investment strategy of the fund is based on a bottom-up approach to investing in mid caps, aimed at identifying long-term businesses with solid growth prospects.
Investment Objective of the Scheme
The main objective of Axis Midcap Fund Direct Plan Growth is to achieve long-term capital appreciation, which is done by primarily investing in equity and equity-related instruments of Mid Cap companies. Additionally, it places importance on maintaining a well-diversified portfolio across credit ratings to effectively manage potential risks.
Key Features of The Fund
| 5-year return | 24.11% |
| Expense Ratio | 0.52% |
| Fund Manager | Shreyash Devalkar |
| Fund Size | ₹26636.78 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
Axis Midcap Fund Direct Plan Growth is well-suited for investors seeking opportunities for long-term growth. With a moderately high risk rating, this scheme is most suitable for individuals with a long investment horizon of at least 5 years or more, and who do not have immediate capital requirements. Investors with long-term financial goals, such as retirement planning or funding their children's education, may find this fund aligning with their objectives. However, as with any investment, careful consideration of risk tolerance and financial objectives is essential.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
