1M
6M
1Y
All
| NAV: 19 Nov 2024 | ₹18.40 |
| 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 | -6.7% | 9.8% | 40.3% | 88.2% |
| Category average | NA | NA | 32.3% | NA |
| Rank with in category | 37 | 31 | 36 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 58.5% | 33.4% | 18,604.02 |
HDFC Mid Cap Opportunities Direct Plan Growth | 4 | 33.2% | 26.1% | 77,682.90 |
Nippon India Growth Fund Direct Growth | 4 | 37.3% | 24.0% | 35,208.97 |
Quant Mid Cap Fund Direct Growth | 5 | 27.5% | 23.3% | 9,500.70 |
Kotak Emerging Equity Fund Direct Growth | 4 | 37.4% | 22.1% | 52,626.72 |
Holdings (50)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Suzlon Energy Ltd. | Capital Goods | Equity | 4.59% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 4.37% |
The Indian Hotels Company Ltd. | Services | Equity | 3.43% |
Persistent Systems Ltd. | Technology | Equity | 3.30% |
PB Fintech Ltd. | Services | Equity | 3.11% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 3.07% |
Lupin Ltd. | Healthcare | Equity | 3.05% |
The Federal Bank Ltd. | Financial | Equity | 2.88% |
Cummins India Ltd. | Capital Goods | Equity | 2.74% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 2.60% |
HDFC Asset Management Company Ltd. | Financial | Equity | 2.51% |
IDFC First Bank Ltd. | Financial | Equity | 2.51% |
Indus Towers Ltd. | Communication | Equity | 2.44% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 2.34% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 2.26% |
Yes Bank Ltd. | Financial | Equity | 2.22% |
Voltas Ltd. | Consumer Discretionary | Equity | 2.18% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.11% |
PI Industries Ltd. | Chemicals | Equity | 2.11% |
Bharat Forge Ltd. | Automobile | Equity | 2.07% |
AU Small Finance Bank Ltd. | Financial | Equity | 1.98% |
Marico Ltd. | Consumer Staples | Equity | 1.94% |
Godrej Properties Ltd. | Construction | Equity | 1.92% |
Sundaram Finance Ltd. | Financial | Equity | 1.89% |
Mphasis Ltd. | Technology | Equity | 1.88% |
SRF Ltd. | Diversified | Equity | 1.88% |
Polycab India Ltd. | Capital Goods | Equity | 1.77% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.74% |
Ashok Leyland Ltd. | Automobile | Equity | 1.72% |
GMR Airports Infrastructure Ltd. | Construction | Equity | 1.64% |
The Phoenix Mills Ltd. | Construction | Equity | 1.64% |
UPL Ltd. | Chemicals | Equity | 1.61% |
Supreme Industries Ltd. | Chemicals | Equity | 1.60% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.59% |
Oracle Financial Services Software Ltd. | Technology | Equity | 1.48% |
NMDC Ltd. | Metals & Mining | Equity | 1.48% |
Petronet LNG Ltd. | Energy | Equity | 1.44% |
MRF Ltd. | Automobile | Equity | 1.43% |
Oberoi Realty Ltd. | Construction | Equity | 1.34% |
Container Corporation Of India Ltd. | Services | Equity | 1.34% |
KPIT Technologies Ltd. | Technology | Equity | 1.31% |
Astral Ltd. | Chemicals | Equity | 1.26% |
Tata Communications Ltd. | Communication | Equity | 1.20% |
Muthoot Finance Ltd. | Financial | Equity | 1.20% |
SBI Cards And Payment Services Ltd. | Financial | Equity | 1.19% |
Vodafone Idea Ltd. | Communication | Equity | 1.10% |
Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.96% |
ACC Ltd. | Construction | Equity | 0.91% |
Aditya Birla Capital Ltd. | Financial | Equity | 0.83% |
L&T Finance Ltd. | Financial | Equity | 0.68% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.25%
Cons
1Y annualised returns lower than category average by 5.04%
Expense ratio, exit load and tax
Expense ratio: 0.25%
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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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