Axis Mid Cap Fund (G)

3
Mid Cap NAV 35.32 -0.05 19 August, 2019
  • 11.42%
  • 6Y 5M

Axis Midcap Fund (G) has been the most stable scheme of the mid cap category and has generated risk adjusted returns over the years. It follows the objective of providing long term capital growth to investors by investing in the instruments that rank 101-250 in the equity market in terms of market capitalization. Axis Mid Cap Fund Growth is a perfect choice for investors who have a moderately high risk appetite and want to get consistent growth in the long term.

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 18 February, 2011
Benchmark S&P BSE Mid Cap TRI
Asset Size(Cr) 2655.82 (As on June 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load 1 % For 365 Days
Expense Ratio 2.23% (As on June 30, 2019)
Fund Manager Shreyash Devalkar

Investment Returns (As on 19 Aug, 2019)

  • 3 Month 0.89%
  • 6 Month 4.4%
  • 1 Year -4.75%
  • 3 Year 9.9%
  • 5 Year 11.42%
Graph
Returns Compare with Others
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Fund Review

Asset Allocation

  • Equity: 95.24%
  • Debt: 2.30%
  • Cash: 2.46%

Top Sector Allocation

  • Sector Allocation (%)
  • PageIndustriesLtd6.6068
  • GRUHFinanceLtd6.1242
  • CityUnionBankLtd4.5158
  • EnduranceTechnologiesLtd4.266
  • ProcterGambleHygieneandHealthCareLtd4.1081
  • V-GuardIndustriesLtd3.5061
  • SundaramFinanceLtd3.1442
  • MahindraMahindraFinancialServicesLtd3.0279
  • SupremeIndustriesLtd2.8561
  • CholamandalamInvestmentandFinanceCoLtd2.8333

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Axis Mid Cap Fund (G) -4.75% 9.9% 11.42%
L&T Midcap Fund (G) -15.41% 6.67% 12.21%
DSP Midcap Fund (G) -9.05% 5.57% 12.21%
Kotak Emerging Equity Scheme (G) -9.03% 5.29% 12.81%
HDFC Mid-Cap Opportunities Fund (G) -15.15% 3.69% 10.49%

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Axis MidCap Fund Growth: Offering High Returns with Stability

Axis Mid Cap Fund G is an open-ended equity growth plan, which falls under the mid-cap category. It has the major allotment of assets in the equity and related securities, and hence provides a wide opportunity to gain huge wealth for the future. The investors who are looking for long-term investments and want to earn tremendously higher returns from the equity stocks must opt for Axis Mid Cap Fund Growth strategy. We have a strong recommendation for axis this plan because along with better returns and minimised risk, axis mid cap fund growth also provides some other benefits that are helpful for convenient investing. One has the option to buy this scheme using Systematic Investment Plan as well. To know how is the Axis Mid Cap Growth Fund performance and what more does it possess, read further.

Axis MidCap Fund is among the most efficient mutual fund investment plans in India, which is offering high-yielding returns to the investors all across. Axis mid cap fund is designed by the highly professional fund managers of Axis Mutual funds. It offers units subscription and redemption on the basis of the Axis MidCap Fund Growth NAV. fund aims to provide long-term capital appreciation by making investments predominantly in equity and equity-related securities of companies that have medium market capitalisation. Moreover, the fund focuses on investing in the large size companies of this category.

Axis MidCap Fund Performance Analysis

Axis MidCap Fund Growth scheme offers appreciable returns to the investors due to better investment strategy. It has been performing remarkably since its inception due to which axis midcap scheme is among the best-performing mutual funds in India. The annualised returns generated by axis midcap fund growth plan over three- and five-year investment period are 30.7 percent and 22.7 percent respectively. The CAGR is 18.76% since inception, which is much higher than the benchmark and category.

Furthermore, the absolute annual returns have reached up to the level of 75.8 percent in the year 2014. It has always outperformed its benchmark and category and hence occupies a substantial position in the mutual fund industry. Axis Midcap scheme has helped many investors in gaining huge wealth and thus is a must-have scheme for a productive portfolio. One can calculate the returns on Axis MidCap Fund G plan by using SIP planner as well, prior to investing, which would be helpful in taking the right decision.

Axis Mid Cap Fund Growth: Investment Strategy

Axis MidCap Fund scheme is designed to achieve capital growth over a long-term period. For that, the fund managers have gone through different research and market analysis to avail the benefit of the best opportunity. Furthermore, after exploring the market, they have opted for such entities which are highly proficient in providing the desired returns. In addition, Axis Midcap Fund Nav being an open-ended scheme provides flexibility to the investors for making better investments without any rigidity.

Fund’s performance is measured against the BSE Midcap Index. The minimum application amount of Axis Mid cap Fund is Rs.5000, and the additional amount is Rs.100. Axis Midcap fund Gdoes not have an entry load, and the exit load of 1% is applicable if the units are redeemed or switched out within one year of investment. Under the normal circumstances, the asset allocation of axis mid cap fund g scheme is in the equity shares, equity-related instruments, equity derivatives and foreign equity stocks.

Axis MidCap Fund Portfolio Review

The AUM of Axis Mid Cap Fund growth strategy as on September 30, 2016, amounted to Rs.1,310 crore, and 97.61% of the total assets has been invested in the equities. Remaining 2.83% of the funds has been put in the debt instruments as well which provide some diversification to the capital. Axis Midcap Fund nav average market capitalisation is more than the benchmark which is evident of its market possession. The asset allocation graph shows major allotment of the funds in the sectors that are producing higher profits in the economy. They include financial, automobile, services, engineering, healthcare, and energy.

The holdings of Axis mutual fund programme include the top entities of the country, viz, Gruh Finance, Motherson Sumi Systems, Cholamandalam Investment & Finance, Page Industries, Gulf Oil Lubricants India, City Union Bank, Berger Paints India and many more. Accordingly, Axis MidCap Fund scheme ensures yielding of higher returns due to investments in the major projects and well-diversified portfolio.

We recommend the Axis Mid Cap Fund to the investors due to its performance and long lasting investment objectives. Every investor shall attain the set financial goals by investing their hard-earned capital in axis midcap fund growth scheme. You must opt for the same to reach your financial goals with higher returns and greater stability. Read 5 best mid cap funds to invest for long term for more information and comparision as well.

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Meet Our Clients
If I would have to choose the best mutual fund from all then Axis Midcap Fund will me my all-time favorite. I don’t have words to explain the stock selection philosophy followed by the fund. I still remember, in 2018 volatility when all big schemes in my portfolio underperformed, Axis Midcap Fund Growth was the only one to provide positive returns. Love You Axis!
Vinay Arora
Blockbuster Scheme! I invested my corpus in Axis Midcap Fund on the suggestion of my friend who is a banker at Axis Bank. At first, I didn’t saw any major changes in the returns, but after 3 years I was very much amused. The scheme is a good deal having all the attribute of a perfect scheme. A ‘Must’ Pick!
Shubham Kumar
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