Axis Midcap Direct Plan Dividend+2.54%

5Groww
-2.77%
1 Year Return
Equity
Mid Cap
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Midcap Direct Plan Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.56%
NAV25.37 (09 Apr 2020)
Fund Started01 Jan 2013
Fund Size5,193 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Midcap Direct Plan Dividend
-2.8%
8.9%
7.2%
15.0%
Category Average
-18.1%
-0.3%
NA
-
Rank within category
1
1
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -2.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk-adjusted returns are lower compared to the category
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Avenue Supermarts Ltd.ServicesEquity5.5%
    City Union Bank Ltd.FinancialEquity3.9%
    Bata India Ltd.FMCGEquity3.9%
    Voltas Ltd.Cons DurableEquity3.8%
    Astral Poly Technik Ltd.ChemicalsEquity3.5%
    Ipca Laboratories Ltd.HealthcareEquity3.4%
    PI Industries Ltd.ChemicalsEquity3.4%
    Trent Ltd.ServicesEquity2.9%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.9%
    Bajaj Finance Ltd.FinancialEquity2.9%
    See All

    Axis Midcap Direct Plan Dividend Details

    Axis Midcap Direct Plan Dividend is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Shreyash Devalkar is the Current Fund Manager of Axis Midcap Direct Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹5,193 Cr and the Latest NAV as of 09 Apr 2020 is ₹25.37.

    The Axis Midcap Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 12 months

    Investment Objective

    To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹100
    Min for Second Investment
    For units in excess of 10% of the investment,1% will be charged for redemption within 12 months
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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