Axis Mid Cap Fund (G)

Mid Cap NAV 35.86 -0.17 22 May, 2019
  • 14.33%
  • 5Y 3M

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) 2281.52 (As on Apr 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load 1 % For 365 Days
Expense Ratio 2.28% (As on Apr 30, 2019)
Fund Manager Shreyash Devalkar

Investment Returns (As on 22 May, 2019)

  • 3 Month 5.04%
  • 6 Month 6.79%
  • 1 Year 4.43%
  • 3 Year 14.33%
  • 5 Year 14.33%
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) 4.43% 14.33% 14.33%
L&T Midcap Fund (G) -8.52% 14.34% 17.08%
DSP Midcap Fund (G) -3.7% 13.44% 15.62%
HDFC Mid-Cap Opportunities Fund (G) -5.6% 12.62% 15.14%
Kotak Emerging Equity Scheme (G) -3.69% 12.33% 18.11%

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Axis MidCap Fund : Offering High Returns with Stability

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 Mid Cap Fund 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 MidCap 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 performance and what more does it possess, read further.

Axis MidCap 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 Mid Cap 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 mid cap 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 Mid Cap Fund G plan by using SIP planner as well, prior to investing, which would be helpful in taking the right decision.

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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I didn’t have time to work out a plan for making a productive investment. Neither I had knowledge about the mutual fund investment programmes. But thanks to MySIPonline and its team members, who assisted me in the right direction and helped me in opting for the Axis MidCap Fund. Thanks a lot for the support and excellent guidance.
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