48.91
NAV (Apr 18,2024)

The Axis Midcap Fund is a direct plan investment option that offers investors the opportunity to invest in mid-cap companies. With an expense ratio of 0.54%, this fund has shown a price-to-earnings ratio of 58.68 and a price-to-book ratio of 11.84. With a minimum investment of INR 100 and no lock-in period, this fund has established a strong track record since its establishment in January 2013, with assets under management of INR 25,264.05.

Axis Midcap Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Axis Midcap Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    59.87
  • P/B Ratio
    UM_URBAN_MONEY

    12.27
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.72
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.33

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.56%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

25536.67 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 19, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,710.29 (7.10%)11,758.09 (17.58%)14,177.49 (41.77%)17,592.26 (75.92%)26,757.51 (167.58%)
32,130.87 (7.10%)35,274.27 (17.58%)42,532.47 (41.77%)52,776.78 (75.92%)80,272.53 (167.58%)
53,551.45 (7.10%)58,790.45 (17.58%)70,887.45 (41.77%)87,961.3 (75.92%)1,33,787.55 (167.58%)
85,682.32 (7.10%)94,064.72 (17.58%)1,13,419.92 (41.77%)1,40,738.08 (75.92%)2,14,060.08 (167.58%)
1,07,102.9 (7.10%)1,17,580.9 (17.58%)1,41,774.9 (41.77%)1,75,922.6 (75.92%)2,67,575.1 (167.58%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Trent Limited4.57%
  • The Indian Hotels Company Limited3.95%
  • Cummins India Limited3.30%
  • Supreme Industries Limited3.30%
  • Clearing Corporation of India Ltd3.15%
  • Cholamandalam Investment and Finance Company Ltd3.07%
  • Persistent Systems Limited3.01%
  • Sona BLW Precision Forgings Limited2.79%
  • ICICI Bank Limited2.75%
  • The Phoenix Mills Limited2.51%
  • CG Power and Industrial Solutions Limited2.40%
  • TVS Motor Company Limited2.33%
  • UNO Minda Limited2.30%
  • Astral Limited2.27%
  • PI Industries Limited2.26%
  • Fortis Healthcare Limited2.19%
  • ABB India Limited2.14%
  • Schaeffler India Limited1.93%
  • Sundaram Finance Limited1.80%
  • JK Cement Limited1.77%
  • Abbott India Limited1.74%
  • Coforge Limited1.69%
  • Coromandel International Limited1.67%
  • Tata Communications Limited1.63%
  • Bajaj Finance Limited1.63%
  • Alkem Laboratories Limited1.57%
  • Avenue Supermarts Limited1.46%
  • PB Fintech Limited1.32%
  • The Federal Bank Limited1.26%
  • Tata Power Company Limited1.22%
  • Solar Industries India Limited1.21%
  • Max Healthcare Institute Limited1.19%
  • Linde India Limited1.16%
  • Bharat Electronics Limited1.13%
  • Grindwell Norton Limited1.13%
  • Lupin Limited1.12%
  • Apar Industries Limited1.12%
  • Voltas Limited1.02%
  • Balkrishna Industries Limited0.95%
  • M India Limited0.94%
  • Hindustan Petroleum Corporation Limited0.91%
  • Indian Bank0.87%
  • Motherson Sumi Wiring India Limited0.84%
  • ZF Commercial Vehicle Control Systems India Limited0.75%
  • Dixon Technologies India Limited0.74%
  • Endurance Technologies Limited0.71%
  • K P R Mill Limited0.67%
  • Bata India Limited0.67%
  • SKF India Limited0.66%
  • Jindal Steel & Power Limited0.64%
  • Oberoi Realty Limited0.63%
  • Net Receivables Payables0.62%
  • Torrent Power Limited0.60%
  • Mahindra & Mahindra Financial Services Limited0.58%
  • Zomato Limited0.57%
  • Carborundum Universal Limited0.54%
  • IPCA Laboratories Limited0.53%
  • Jubilant Foodworks Limited0.52%
  • Mankind Pharma Limited0.51%
  • State Bank of India0.49%
  • NHPC Limited0.49%
  • Fine Organic Industries Limited0.49%
  • Bharat Forge Limited0.47%
  • MphasiS Limited0.46%
  • Crompton Greaves Consumer Electricals Limited0.46%
  • Prestige Estates Projects Limited0.41%
  • Bharat Dynamics Limited0.40%
  • L&T Finance Holdings Limited0.39%
  • Timken India Limited0.36%
  • Honeywell Automation India Limited0.34%
  • Page Industries Limited0.33%
  • CreditAccess Grameen Limited0.29%
  • Vedant Fashions Limited0.25%
  • BSE Limited0.23%
  • Samvardhana Motherson International Limited0.22%
  • JB Chemicals & Pharmaceuticals Limited0.21%
  • Aditya Birla Fashion and Retail Limited0.19%
  • Torrent Pharmaceuticals Limited0.18%
  • Sumitomo Chemical India Limited0.17%
  • KEI Industries Limited0.16%
  • Ajanta Pharma Limited0.10%
  • Jindal Stainless Limited0.10%
  • Sundram Fasteners Limited0.08%
  • Tata Chemicals Limited0.08%
  • Godrej Properties Limited0.06%
  • Varun Beverages Limited0.05%
  • Hitachi Energy India Limited0.05%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.82%

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

30.00%

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.34%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.03%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

23.41%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.16%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.87%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.58%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

17.81%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.55%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

66.84%

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

60.05%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

58.47%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

50.77%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.79%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.28%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

45.91%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

44.98%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

44.42%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

36.78%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

35.05%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

34.01%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.81%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

29.57%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.72%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.78%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.60%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

25.51%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

24.94%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

24.30%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

30.14%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.77%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.14%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.80%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.50%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

22.18%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

20.33%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.28%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.56%

Fund Managers

SD

Mr. Shreyash DevalkarFund Manager - Equities

Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.

NA

Mr. Nitin AroraFund Manager

KN

Mr. Krishnaa N

Get your latest Credit Score, FREE

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