8.5215
10.383
1
Suitability:
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Nifty Midcap 50 Index Fund Reg-G | -- | 1.40 | 2.18 | -2.78 | -- | -- | -- | -- | -- | -- | -- |
| S&P BSE 150 MidCap TRI | -- | 1.43 | 2.15 | -3.07 | -- | -- | -- | -- | -- | -- | -- |
| Equity: Mid Cap | -- | 1.27 | 2.13 | -2.73 | -- | -- | -- | -- | -- | -- | -- |
| Rank within category | -- | 11 | 11 | 18 | -- | -- | -- | -- | -- | -- | -- |
| Number of funds in category | 34 | 39 | 39 | 39 | 37 | 34 | 31 | 24 | 21 | 20 | 18 |
As on 24-Jun-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Axis Nifty Midcap 50 Index Fund - Regular Plan | Mar-22 | -- | -- | -- | 1.00% | 23 | |
| Kotak Emerging Equity Fund Regular Plan | Invest Online |  |
Mar-07 | 1.58 | 19.26 | 12.30 | 1.73% | 18,655 |
| Axis Midcap Fund |  |
Feb-11 | -1.06 | 18.12 | 15.25 | 1.82% | 17,165 |
| Nippon India Growth Fund | Invest Online | |
Oct-95 | 6.66 | 18.55 | 12.62 | 1.89% | 11,629 |
| PGIM India Midcap Opportunities Fund - Regular Plan | Invest Online | |
Dec-13 | 5.65 | 29.08 | 15.20 | 2.11% | 5,119 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 5.19 | 25-May-2022 - 01-Jun-2022 | -8.10 | 05-May-2022 - 12-May-2022 |
| Month | 1.45 | 10-May-2022 - 09-Jun-2022 | -13.33 | 12-Apr-2022 - 12-May-2022 |
| Quarter | -- | - | -- | - |
| Year | -- | - | -- | - |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Axis Nifty Midcap 50 Index Fund Reg-G | -- | -- | -- | -- | -- | -- |
| S&P BSE 150 MidCap TRI* | 22.39 | 24.95 | 0.76 | 0.78 | -- | -- |
| Equity: Mid Cap* | 19.77 | 23.70 | 0.69 | 0.72 | 0.92 | -1.18 |
| Rank within category | -- | -- | -- | -- | -- | -- |
| Number of funds in category | -- | -- | -- | -- | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on
* As on 31-May-2022
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| Number of Stocks | 50 |
| Top 10 Stocks (%) | 33.68 |
| Top 5 Stocks (%) | 19.16 |
| Top 3 Sectors (%) | 45.99 |
| Portfolio P/B Ratio | 2.67 |
| Portfolio P/E Ratio | 24.25 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 35,381 | 29,358 |
| Giant (%) | -- | 4.93 |
| Large (%) | 21.26 | 14.53 |
| Mid (%) | 78.74 | 76.01 |
| Small (%) | -- | 6.24 |
| Tiny (%) | -- | 3.76 |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-May-2022
— Jinesh Gopani since 10-Mar-2022
Education: Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Experience: Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Interviews:
Funds Managed:
The scheme seeks to provide returns before expenses that closely corresponds to the total returns of the NIFTY MIDCAP 50 subject to tracking errors.
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (₹) | -- |
| Min. Balance (₹) | -- |
| Lock-in Period | Not Applicable |
| Exit Load | 0.25% for redemption within 7 days |
| Fund House: | Axis Mutual Fund |
| Launch Date: | 28-Mar-2022 |
| Return Since Launch: | -11.39% |
| Benchmark: | NIFTY Midcap 50 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 23 Cr (As on 31-May-2022) |
| Expense: | 1.00% (As on 31-May-2022) |
| Risk Grade: | -- |
| Return Grade: | -- |
| Turnover: | -- |
AMC: Axis Asset Management Company Ltd.
Address: "Axis House" - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg , Worli, Mumbai - 400025
Phone: 022-24255161
Fax: 022-43255199
Website: http://www.axismf.com
Registrar & Transfer Agent: KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
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Fri, 01-Jul-2022
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