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3 Year return
21.93%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 IDCW Payout
The Axis Midcap Fund Direct Plan IDCW Payout is a mutual fund that invests in mid-cap companies. Mid-cap companies are those with a market capitalization of between ₹5,000 crores and ₹20,000 crores. This fund aims to provide long-term capital appreciation by investing in a diversified portfolio of mid-cap companies. The Axis Midcap Fund Direct Plan IDCW Payout is a mid-cap mutual fund managed by Axis Mutual Fund, one of the largest mutual fund companies in India.
Investment Objective of the Scheme
The investment objective of the Axis Midcap Fund Direct Plan IDCW Payout is to provide long-term capital appreciation by investing in a diversified portfolio of mid-cap companies. The fund also provides regular income to its investors via dividend payments.
Key Features of The Fund
| 5-year return | 23.88% |
| Expense Ratio | 0.52% |
| Fund Manager | Shreyash Devalkar |
| Fund Size | ₹26636.78 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The Axis Midcap Fund Direct Plan IDCW Payout is a good option for investors who are looking for long-term capital appreciation and who are willing to take on some medium-level risk. This scheme is a long-term investment, so you should only invest if you are planning to hold the units for at least 3-5 years. The fund is not suitable for investors who need regular income or who are not comfortable with the volatility of mid-cap stocks.
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.
