Axis Midcap Direct Plan Dividend+0.16%

5Groww
-6.37%
1 Year Return
Equity
Mid Cap
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Axis Midcap Direct Plan Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.85%
NAV27.3 (23 Aug 2019)
Fund Started01 Jan 2013
Fund Size2,634 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Midcap Direct Plan Dividend
-6.4%
10.8%
12.0%
16.3%
Category Average
-7.8%
6.3%
NA
-
Rank within category
2
1
5
-
*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
    30
    with -6.4% 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. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Info Edge (India) Ltd.ServicesEquity6.2%
    City Union Bank Ltd.FinancialEquity5.2%
    Avenue Supermarts Ltd.ServicesEquity5.0%
    Gruh Finance Ltd.FinancialEquity4.8%
    Mphasis Ltd.TechnologyEquity4.0%
    Bata India Ltd.FMCGEquity3.7%
    Bajaj Finance Ltd.FinancialEquity3.5%
    Astral Poly Technik Ltd.ChemicalsEquity3.3%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.9%
    Voltas Ltd.Cons DurableEquity2.9%
    See All

    Other Details

    Axis Midcap Direct Plan Dividend is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Shreyash Devalkar is the Current Fund Manager of Axis Midcap Direct Plan Dividend.The fund currently has an Asset Under Management(AUM) of ₹2,634 Cr and the Latest NAV as of 23 Aug 2019 is ₹27.3.

    The Axis Midcap Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is 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
    03 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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