Mutual Fund

axis mid cap fund

By Rajendra

Sep 20, 2022

image source -Unsplash

Scheme Analysis

Thick Brush Stroke

Axis Mid Cap Fund

Category 

Mid Cap

Inception

Feb 18, 2011

Benchmark

BSE Midcap 150

Scribbled Arrow

AUM  - 19,503 Cr

Fund Manager

Shreyash Devalkar

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

Investment Strategy

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

Focused on emerging sector that have to deliver high growth

Fund Positioning

Good Track record potential companies

Top 5 Holding

Cholamandalam Inv.

ICICI Bank

Trent

Bajaj Finance

PI Inds

4.43

4.10

3.41

2.94

2.94

Total  -17.82

Finance

Capital Goods

Consumer

Thick Brush Stroke

Top 5 Sector -56.27%

15.43

11.92

11.06

9.34

8.52

IT

Auto

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

58 Month

Period

Value

12,414

50,750

98,857

Returns

6.50%

23.68%

20.09%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

2.53%

24.76%

17.60%