Axis Midcap Fund - Regular Plan - IDCW Axis Midcap Fund - Regular Plan - IDCW

Axis Midcap Fund - Portfolio Analysis

  • ₹44.63 (0.13%)

    Current NAV 18-07-2024

  • 46.57%

    1Y Returns

  • Min. SIP ₹100

    Min. Investment ₹100

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 94.97%
  • Debt 3.97%
  • Others 1.07%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 65.23
Large Cap 22.39
Others 4.09
Small Cap 3.26

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Capital Goods

Financial

Automobile

Services

Healthcare

Materials

Chemicals

Construction

Technology

Energy

Metals & Mining

Communication

Diversified

Consumer Discretionary

Textiles

Insurance

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
07-Mar-2024
Holdings PE Ratio
07-Mar-2024
1Y Return
Supreme Industries Ltd. Mid Cap Materials (49.56) 3.69% 68 64.31%
Cummins India Ltd. Mid Cap Capital Goods (53.72) 3.46% 57.26 83.08%
Trent Ltd. Large Cap Services (102.94) 3.17% 123.68 201.41%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 3.03% 28.3 41.05%
The Indian Hotels Company Ltd. Mid Cap Services (71.04) 2.69% 65.25 44.34%
Schaeffler India Ltd. Mid Cap Capital Goods (57.74) 2.67% 0 23.62%
UNO Minda Ltd. Mid Cap Automobile (95.28) 2.63% 73.31 30.06%
CG Power and Industrial Solutions Ltd. Mid Cap Capital Goods (109.69) 2.63% 72.43 62.19%
ABB India Ltd. Large Cap Capital Goods (109.69) 2.45% 0 69.29%
Sona BLW Precision Forgings Ltd. Mid Cap Automobile (50.33) 2.34% 78 24.1%
ICICI Bank Ltd. Large Cap Financial (19.31) 2.33% 19.39 28.23%
Fortis Healthcare Ltd. Mid Cap Healthcare (82.15) 2.28% 60.35 45.57%
Astral Ltd. Mid Cap Materials (66.17) 2.2% 110.67 17.91%
The Phoenix Mills Ltd. Mid Cap Construction (112.41) 1.98% 64.51 142.54%
PI Industries Ltd. Mid Cap Chemicals (36.07) 1.91% 34.38 4.44%
Persistent Systems Ltd. Technology 1.89% 0%
Coromandel International Ltd. Mid Cap Chemicals (15.82) 1.83% 18.4 18.6%
TVS Motor Company Ltd. Large Cap Automobile (36.5) 1.82% 67.73 80.25%
Sundaram Finance Ltd. Mid Cap Financial (29.95) 1.57% 32.32 61.99%
JK Cement Ltd. Mid Cap Materials (55.77) 1.54% 41.63 30.82%
Abbott India Ltd. Mid Cap Healthcare (43.74) 1.53% 0 16.14%
Bharat Electronics Ltd. Large Cap Capital Goods (54.38) 1.53% 56.32 142.07%
Linde India Ltd. Mid Cap Chemicals (140.93) 1.45% 160.49 86.67%
PB Fintech Ltd. Mid Cap Services (76.58) 1.41% 615.37 84.19%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 1.39% 57.92 -8.63%
Avenue Supermarts Ltd. Large Cap Services (26.29) 1.28% 8.72 63.23%
The Federal Bank Ltd. Mid Cap Financial (19.31) 1.25% 12.11 41.45%
Bharti Hexacom Ltd. Communication 1.24% 0%
Balkrishna Industries Ltd. Mid Cap Automobile (29.75) 1.21% 41.27 29.25%
Grindwell Norton Ltd. Mid Cap Metals & Mining (84.7) 1.19% 75.21 19.95%
Voltas Ltd. Mid Cap Consumer Discretionary (85) 1.19% 191.6 87.67%
Solar Industries India Ltd. Mid Cap Chemicals (26.29) 1.18% 0 14.53%
Apar Industries Ltd. Small Cap Diversified (67.66) 1.16% 38.8 117.31%
Coforge Ltd. Mid Cap Technology (36.43) 1.07% 48.99 22.72%
Lupin Ltd. Mid Cap Healthcare (132.95) 1.01% 167.31 197.56%
Max Healthcare Institute Ltd. Mid Cap Healthcare (82.15) 1% 84.42 50.15%
3M India Ltd. Mid Cap Diversified 0.93% 0%
Tata Communications Ltd. Mid Cap Communication (85.39) 0.92% 174.94 65.69%
Dixon Technologies (India) Ltd. Mid Cap Capital Goods (208.05) 0.9% 183.53 160.49%
Bajaj Finance Ltd. Large Cap Financial (29.95) 0.9% 29.66 -8.68%
REC Ltd. Large Cap Financial (19.92) 0.9% 11.11 267.65%
Indian Bank Mid Cap Financial (12.58) 0.87% 8.96 72.38%
SKF India Ltd. Mid Cap Capital Goods (45.59) 0.84% 43.01 -3.49%
Hindustan Aeronautics Ltd. Large Cap Capital Goods (54.38) 0.84% 42.12 148.58%
Motherson Sumi Wiring India Ltd. Mid Cap Automobile (55.93) 0.79% 0 24.92%
ZF Commercial Vehicle Control Systems India Ltd. Mid Cap Automobile (68.16) 0.79% 71.13 20.74%
Bharat Dynamics Ltd. Capital Goods 0.79% 0%
Endurance Technologies Ltd. Mid Cap Automobile (44.5) 0.77% 0 25.18%
State Bank of India Large Cap Financial (12.58) 0.74% 11.65 47.95%
Oberoi Realty Ltd. Mid Cap Construction (112.41) 0.72% 31.46 55.73%
Jindal Steel & Power Ltd. Large Cap Metals & Mining (20.91) 0.71% 16.23 47.74%
Samvardhana Motherson International Ltd. Mid Cap Automobile (124.13) 0.68% 48.03 100.23%
Prestige Estates Projects Ltd. Mid Cap Construction (112.41) 0.68% 51.78 221.62%
Tata Power Company Ltd. Large Cap Energy (24.4) 0.66% 35.86 89.02%
Carborundum Universal Ltd. Small Cap Metals & Mining (84.7) 0.62% 71.14 41.62%
Torrent Power Ltd. Mid Cap Energy (24.4) 0.61% 40.01 143.95%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 0.59% 0 0%
K.P.R. Mill Ltd. Mid Cap Textiles (751.55) 0.57% 0 166.23%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (20.54) 0.54% 4.55 72.48%
NHPC Ltd. Mid Cap Energy (24.4) 0.54% 29.36 126.98%
Zomato Ltd. Large Cap Services (36.51) 0.52% -10.49 85.47%
Jubilant FoodWorks Ltd. Mid Cap Services (71.04) 0.52% 92.69 17.77%
Bata India Ltd. Small Cap Consumer Discretionary (82.5) 0.49% 74.53 -10.57%
Fine Organic Industries Ltd. Small Cap Chemicals (44.71) 0.49% 38.21 7.59%
Power Grid Corporation Of India Ltd. Large Cap Energy (31.52) 0.48% 19.84 82.09%
Ipca Laboratories Ltd. Mid Cap Healthcare (43.74) 0.45% 55.27 49.97%
Timken India Ltd. Mid Cap Capital Goods (57.74) 0.45% 0 18.55%
ICICI Lombard General Insurance Company Ltd. Large Cap Insurance (50.57) 0.44% 0 38.13%
Mankind Pharma Ltd. Large Cap Healthcare (43.74) 0.44% 44.48 13.55%
Petronet LNG Ltd. Mid Cap Energy (28.19) 0.43% 14.07 52.45%
Honeywell Automation India Ltd. Mid Cap Capital Goods (125.34) 0.42% 0 25.53%
Mahindra & Mahindra Financial Services Ltd. Mid Cap Financial (29.95) 0.42% 18.5 -9.51%
Mphasis Ltd. Mid Cap Technology (19.56) 0.41% 0 0%
L&T Finance Ltd. Mid Cap Financial (31.84) 0.35% 18.78 31.09%
Tata Technologies Ltd Mid Cap Services (36.43) 0.34% 59.58 0%
Suzlon Energy Ltd. Mid Cap Capital Goods (117.15) 0.32% 113.6 205.66%
CreditAccess Grameen Ltd. Mid Cap Financial (11.19) 0.24% 14.17 -1.51%
JB Chemicals & Pharmaceuticals Ltd. Small Cap Healthcare (55.16) 0.23% 48.39 61.86%
Sumitomo Chemical India Ltd. Small Cap Chemicals (50.69) 0.2% 67.33 21.3%
Kei Industries Ltd. Mid Cap Capital Goods (55.93) 0.17% 62.59 57.25%
Vedant Fashions Ltd. Mid Cap Services (9.67) 0.16% 0 100.72%
Torrent Pharmaceuticals Ltd. Large Cap Healthcare (43.74) 0.15% 60.07 52.72%
Page Industries Ltd. Mid Cap Textiles (55.63) 0.12% 0 10.76%
Zydus Lifesciences Ltd. Mid Cap Healthcare (43.74) 0.11% 29.26 87.77%
Ajanta Pharma Ltd. Mid Cap Healthcare (43.74) 0.1% 34.9 61.21%
Jindal Stainless Ltd. Mid Cap Metals & Mining (28.76) 0.1% 21.05 131.64%
Aadhar Housing Finance Ltd Financial 0.09% 0%
Go Digit General Insurance Ltd. Insurance 0.08% 0%
Tata Chemicals Ltd. Mid Cap Chemicals (19.06) 0.07% 99.28 4.75%
Hitachi Energy India Ltd. Small Cap Capital Goods (245.49) 0.07% 0 166.02%
Sundram Fasteners Ltd. Mid Cap Capital Goods (37.77) 0.01% 55.46 11.03%

Discover More with Premium Access

View Stock Information

Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 3.97

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3.97% 0%

Discover More with Premium Access

View Stock Information

Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 1.07

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.07% 0%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Axis Midcap Fund ?

The top holdings of this fund are Supreme Industries Ltd., Cummins India Ltd., Trent Ltd., Cholamandalam Investment and Finance Company Ltd., The Indian Hotels Company Ltd.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Axis Midcap Fund ?

The major sectors of this fund are Capital Goods, Financial, Automobile, Services, Healthcare.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Request call back
Add to Cart Successfully