1M
6M
1Y
All
| NAV: 10 Jan 2025 | ₹18.49 |
| Min. SIP amount | ₹100 |
| Rating | NA |
| Fund size | ₹415.55Cr |
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
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | -2.3% | 2.1% | 22.4% | 96.0% |
| Category average | NA | NA | 19.8% | NA |
| Rank with in category | 22 | 22 | 38 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 45.2% | 32.4% | 18,604.02 |
HDFC Mid Cap Opportunities Direct Plan Growth | 5 | 23.3% | 25.6% | 77,682.90 |
Nippon India Growth Fund Direct Growth | 4 | 21.0% | 23.6% | 35,208.97 |
Invesco India Mid Cap Fund Direct Growth | 4 | 36.4% | 23.5% | 5,903.85 |
Kotak Emerging Equity Fund Direct Growth | 4 | 29.9% | 21.7% | 52,626.72 |
Holdings (51)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Suzlon Energy Ltd. | Capital Goods | Equity | 4.27% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 4.16% |
The Indian Hotels Company Ltd. | Services | Equity | 3.98% |
Persistent Systems Ltd. | Technology | Equity | 3.59% |
PB Fintech Ltd. | Services | Equity | 3.43% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 3.41% |
The Federal Bank Ltd. | Financial | Equity | 2.95% |
Lupin Ltd. | Healthcare | Equity | 2.83% |
Cummins India Ltd. | Capital Goods | Equity | 2.70% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 2.67% |
Indus Towers Ltd. | Communication | Equity | 2.48% |
HDFC Asset Management Company Ltd. | Financial | Equity | 2.43% |
IDFC First Bank Ltd. | Financial | Equity | 2.41% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 2.19% |
Voltas Ltd. | Consumer Discretionary | Equity | 2.16% |
Yes Bank Ltd. | Financial | Equity | 2.15% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.10% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 2.01% |
Polycab India Ltd. | Capital Goods | Equity | 1.97% |
Marico Ltd. | Consumer Staples | Equity | 1.94% |
Bharat Forge Ltd. | Automobile | Equity | 1.93% |
Mphasis Ltd. | Technology | Equity | 1.92% |
Ashok Leyland Ltd. | Automobile | Equity | 1.90% |
SRF Ltd. | Diversified | Equity | 1.88% |
PI Industries Ltd. | Chemicals | Equity | 1.88% |
AU Small Finance Bank Ltd. | Financial | Equity | 1.86% |
Godrej Properties Ltd. | Construction | Equity | 1.84% |
The Phoenix Mills Ltd. | Construction | Equity | 1.76% |
Supreme Industries Ltd. | Chemicals | Equity | 1.71% |
GMR Airports Ltd. | Construction | Equity | 1.70% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.68% |
UPL Ltd. | Chemicals | Equity | 1.58% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.57% |
Oracle Financial Services Software Ltd. | Technology | Equity | 1.57% |
Sundaram Finance Ltd. | Financial | Equity | 1.54% |
NMDC Ltd. | Metals & Mining | Equity | 1.52% |
MRF Ltd. | Automobile | Equity | 1.45% |
Petronet LNG Ltd. | Energy | Equity | 1.43% |
Oberoi Realty Ltd. | Construction | Equity | 1.35% |
Container Corporation Of India Ltd. | Services | Equity | 1.30% |
KPIT Technologies Ltd. | Technology | Equity | 1.28% |
Astral Ltd. | Chemicals | Equity | 1.26% |
SBI Cards And Payment Services Ltd. | Financial | Equity | 1.20% |
Tata Communications Ltd. | Communication | Equity | 1.18% |
Muthoot Finance Ltd. | Financial | Equity | 1.17% |
Vodafone Idea Ltd. | Communication | Equity | 1.13% |
Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.97% |
ACC Ltd. | Construction | Equity | 0.87% |
Aditya Birla Capital Ltd. | Financial | Equity | 0.79% |
L&T Finance Ltd. | Financial | Equity | 0.65% |
UPL Ltd. - Right Entitlement | Chemicals | Rights | 0.07% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.26%
Cons
1Y annualised returns lower than category average by 4.35%
Expense ratio, exit load and tax
Expense ratio: 0.26%
Inclusive of GST
Exit load
Exit load of 0.25% if redeemed within 7 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Shreyash DevalkarAug 2023 - PresentView details
Shreyash Devalkar
Aug 2023 - Present
View details
Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Also manages these schemes
Karthik KumarAug 2023 - PresentView details
Karthik Kumar
Aug 2023 - Present
View details
Education
Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)
Experience
Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NAWebsite
www.axismf.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
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