Axis Midcap Direct Plan IDCW

Equity
Mid Cap
Very High Risk
Payout
24.06%
3Y annualised
+1.82% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹42.95
Min. SIP amount₹500
Rating5
Fund size₹19,503.85Cr

Return calculator

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

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.0%24.1%18.6%19.4%
Category average2.6%25.3%12.9%NA
Rank with in category22152NA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
Cholamandalam Investment & Finance Company Ltd.FinancialEquity4.4%
ICICI Bank Ltd.FinancialEquity4.1%
Trent Ltd.ServicesEquity3.4%
PI Industries Ltd.ChemicalsEquity2.9%
Bajaj Finance Ltd.FinancialEquity2.9%
Astral Ltd.ChemicalsEquity2.8%
Avenue Supermarts Ltd.ServicesEquity2.7%
Bata India Ltd.Consumer StaplesEquity2.6%
ABB India Ltd.Capital GoodsEquity2.6%
The Indian Hotels Company Ltd.ServicesEquity2.4%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

5Y annualised returns higher than category average by 5.78%
Higher AUM: 19503Cr. Funds with a higher AUM tend to have lower returns in the future
Lower expense ratio: 0.54%
Consistently lower annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 0.54%

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 terms
Check past data

Minimum investment amounts

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

Fund management

Hitesh Das
Dec 2020 - Present
View details

Education
Mr. Das is a PGDM, M.Tech, B.Tech
Experience
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
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,

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