Axis Midcap Fund - Growth - Direct Plan

NAV 112.27(-1.98%)
Feb 14, 2025
Axis Midcap Fund - Growth - Direct Plan
AUM
₹28,380 Cr
Expense (%)
0.55
Turnover (%)
42.00
Benchmark
BSE 150 MidCap - TRI
Asset Quality
Mid, Green
Differs from benchmark (%)
57.86

3Yr Rolling Returns(%)

Benchmark# : undefined
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Top 10 Holdings

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FAQ : Axis Midcap Fund - Growth - Direct Plan

Axis Midcap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 19.02 14.88 19.91 17.68
Average Rolling Returns(%) 19.64 18.59 18.66 18.46

The Current NAV of Axis Midcap Fund - Growth - Direct Plan is ₹112.27.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark Nifty Midcap 150 , as Funds portfolio is somewhat different.

Axis Midcap Fund - Growth - Direct Plan fund’s expense ratio is 0.55%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Axis Midcap Fund - Growth - Direct Plan is currently ₹28,380 Crores.

The Top three stocks are Persistent Systems, Indian Hotel and Fortis Healthcare and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 24% of fund’s portfolio respectively.

Top three sectors of Axis Midcap Fund - Growth - Direct Plan fund are Healthcare, BFSI and Auto accounting for 35% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Axis Midcap Fund - Growth - Direct Plan Fund is Equity - Mid Cap Fund.

Shreyash Devalkar and Nitin Arora manage the Axis Midcap Fund - Growth - Direct Plan Fund.

Axis Midcap Fund - Growth - Direct Plan current PE ratio is 57.16 and PB ratio is 11.16

The asset allocation of Axis Midcap Fund - Growth - Direct Plan is Stocks : 88.44%, Debt : 11.52% and Gold : 0%

The minimum SIP amount for Axis Midcap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Axis Midcap Fund - Growth - Direct Plan is Nil for 10% of investments and 1% for remaining investments on or before 12 months, Nil after 12 months

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