Mutual Fund

axis mid cap fund

By Rajendra

Mar 28, 2023

image source -Unsplash

Scheme Analysis

Category 

Mid Cap

Inception

Feb 18, 2011

Benchmark

BSE Midcap 150

Scribbled Arrow

AUM  - 18,920 Cr

Fund Manager

Shreyash Devalkar

Thick Brush Stroke

Axis Mid Cap Fund

Fund aims to target the quality midcaps to create an actively managed diversified portfolio

Investment Strategy

Top 5 Holding

Cholamandalam Finance

ICICI Bank

Indian Hotel

Supreme Inds

Persistent

4.00

3.35

3.31

3.24

3.03

Total  -  16.93

Bottom-up stock selection process, focusing on appreciation potential of stocks from a fundamental perspective.

Financial Services

Capital Goods

Automobiles

Top 5 Sector

15.32

14.59

11.72

10.11

8.8

Chemical

Consumer Service

Focused on emerging sector that have to deliver high growth

Fund Positioning

Good Track record potential companies

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

Scribbled Arrow

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

11,852

43,566

87,069

Returns

-2.29%

12.83%

14.91%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on  28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

0.18%

16.97%

14.25%