Axis Midcap Fund - Regular Plan - IDCW

5
Mid Cap NAV 31.7900 0 08 June, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 18 February, 2011
Benchmark S&P BSE Mid Cap TRI
Asset Size(Cr) 18748.75 (As on 31-03-2023)
Turn over 23%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.64% (As on 31-03-2023)
Fund Manager Shreyash Devalkar, Vinayak Jayanath

Investment Returns (As on 08 Jun, 2023)

Duration Returns Benchmark Category
1 W 2.38% 1.58% 2.37%
1 M 4.39% 4.02% 4.58%
3 M 1.95% 1.44% 3.22%
6 M -3.32% 0.35% -1.25%
1 Y 1.66% 7.25% 5.82%
2 Y 9.39% 12.49% 13.66%
3 Y 22.06% 23.79% 29.67%
5 Y 12.42% 12.46% 11.57%

Risk Mesasures (As on 08 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.87 0.78 -4.59 1.02
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Dec, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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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.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Axis Midcap Fund - Regular Plan - IDCW 1.66% 22.06% 12.42%
HDFC Mid-Cap Opportunities Fund - Growth Plan 15.09% 33.87% 12.21%
Kotak Emerging Equity Scheme - Growth 6.13% 32.09% 13.48%
Axis Midcap Fund - Regular Plan - Growth 2.67% 23.09% 13.82%
DSP Midcap Fund - Regular Plan - Growth 0.27% 19.56% 8.38%

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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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