Item: Axis Midcap Fund Direct Pan Pyt of Inc Dis cum Cap Wdrl
Rating: 5
Author: Morningstar

Home › Mutual Funds › Axis Mutual Fund › Axis Midcap Fund Direct Pan Pyt of Inc Dis cum Cap Wdrl

43.990 (0.411%)

NAV on September 09, 2022

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 19,504 cr

Turnover Ratio

Expense Ratio 0.52%

Exit Load 1.00% if redeemed within
12 Months 0.00% if redeemed after 12 Months

Returns

1M: 4.12%
1Y: 3.91%
3M: 14.80%
3Y: 26.82%
6M: 11.42%
5Y: 18.61%

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Shreyash Devalkar (Since almost 6 years) Hitesh Das (Since over 1 year)

ISIN INF846K01EF7

Fund Family Axis

P/E Ratio 35.83

P/B Ratio 6.88

Launch Date January 01, 2013

Benchmark S&P BSE Midcap 150 TR INR

RISK MEASURES (3 yrs)

vs S&P BSE Midcap 150 TR INR

Alpha -

Beta -

R-Squared -

Info Ratio -

Tracking Err -

Sortino 1.609

Sharpe 1.065

Std Dev 19.967

Risk Low

SECTOR WEIGHTINGS (%)

Financial 17.5%

Industrial 17.64%

Technology 9.68%

Basic Materials 13.53%

Consumer Cyclical 28.19%

Utilities Services 2.27%

Healthcare Services 5.58%

Energy Services 0.00%

Communication Services 1.19%

Consumer Defensive 3.11%

Real Estate 1.32%

Top Rated
Top Performing

Top Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
PGIM India Midcap Opportunities Fund Direct Growth	51.510	12.05%	6,614 cr	0.42%	Above Average
Axis Midcap Fund Direct Plan Growth	79.270	3.89%	19,504 cr	0.52%	Low
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	108.859	13.06%	34,227 cr	0.99%	Average

Best Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Midcap 30 Direct Growth	57.308	28.12%	2,919 cr	0.85%	High
Baroda Mid-cap Fund Plan B (Direct) Growth Option	17.835	27.39%	92 cr	1.6%	Below Average
SBI Magnum Midcap Fund Direct Growth	169.575	19.24%	8,043 cr	1.01%	Above Average
PGIM India Midcap Opportunities Fund Direct Growth	51.510	12.05%	6,614 cr	0.42%	Above Average