Active Stocks
Thu Feb 29 2024 15:49:54
  1. Kotak Mahindra Bank share price
  2. 1,690.80 0.43%
  1. Axis Bank share price
  2. 1,075.70 0.10%
  1. Tata Steel share price
  2. 140.90 0.11%
  1. Power Grid Corporation Of India share price
  2. 282.55 1.07%
  1. ITC share price
  2. 406.50 -0.51%
Business News/Market/Market Stats/    Axis Midcap Fund Growth

Axis Midcap Fund Growth

+
  • Equity
  • Mid-Cap
  • Rating 3
  • Plan
88.74 -1.19 (-1.32%) NAV as on 28 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)24533.62
  • CAGR 37.89%
  • Exit Load1.00%
  • Expense ratio1.61%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2011-02-18

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 29 February 2024

  • Name
  • Value (Cr)
  • Holding %
  • Clearing Corporation Of India Ltd
  • 931.72
  • 3.80%
View More

Risk & Volitility

  • Alpha 7.84%
  • Beta 0.75
  • Sharpe Ratio1.08
  • Std Deviation 13.68%
  • Tracking Error 8.40%

About Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

 

The Axis Midcap Fund Growth has an AUM of 24533.62 crores & has delivered CAGR of 20.88% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.61%. The minimum investment in Axis Midcap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Trent, Persistent Systems, Indian Hotels Company & Clearing Corporation Of India Ltd.

 

The major sectors where the fund is invested are Auto & Truck Parts, Chemical Manufacturing, Consumer Financial Services & Software & Programming.

 

Some of the similar funds are HDFC Mid-Cap Opportunities Fund Growth, Nippon India Growth Fund - Growth, Kotak Emerging Equity Scheme Growth, Axis Midcap Fund Growth, DSP Midcap Fund Growth. Axis Midcap Fund Growth has a sharpe ratio of 1.08 & a standard deviation of 13.68%.

FAQs about Axis Midcap Fund Growth

According to the morning star rating Axis Midcap Fund Growth has a Moderate risk & Exceptional return.
Axis Midcap Fund Growth is managed by Shreyash Devalkar,Nitin Arora,Vinayak Jayanath.
The expense ratio of Axis Midcap Fund Growth is 1.61%.
The 5 year annualized return on Axis Midcap Fund Growth is 20.88% & it has generated 37.89% in the last 1 year.
The minimum investment in Axis Midcap Fund Growth is 100 Rs.
Axis Midcap Fund Growth has an AUM of 24533.62 crores.
Recommended For You