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Axis Midcap Direct Plan IDCW

Equity
Mid Cap
Very High Risk
65.37%
1Y return
+1.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹42.95
Min. SIP Amount₹500
Rating5star
Fund Size₹12,812.96 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns65.4%22.6%20.7%21.0%
Category average72.8%17.0%15.6%NA
Rank with in category2422NA
Understand termsinfo

Holdings (62)

NameSectorInstrumentAssets
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity4.3%
Voltas Ltd.Consumer DurableEquity3.8%
Coforge Ltd.TechnologyEquity3.6%
Astral Ltd.ChemicalsEquity3.6%
PI Industries Ltd.ChemicalsEquity3.5%
ICICI Bank Ltd.FinancialEquity3.4%
HDFC Bank Ltd.FinancialEquity3.1%
Crompton Greaves Consumer Electricals Ltd.Consumer DurableEquity3.1%
Gujarat Gas Ltd.EnergyEquity3.1%
Bajaj Finance Ltd.FinancialEquity2.9%
See All

Pros and cons

Category: Equity Mid Cap

Pros

  • Lower expense ratio - 0.51%
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.51%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Shreyash Devalkar
Nov 2016 - Present
View Details
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Hitesh Das
Dec 2020 - Present
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Fund house & investment objective

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Fund house contact details

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