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Snapshot
Snapshot
AXIS Midcap Fund (IDCW)
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Summary
Fund Name : Axis Mutual Fund
Scheme Name : AXIS Midcap Fund (IDCW)
AMC : Axis Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 31-Jan-11
Fund Manager : Shreyash Devalkar
Net Assets:(Rs. cr) 33803.00
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 33.9 % NA
Date 20-Jan-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return 1.01 5.23 8.13 8.19 6.09 14.46 12.40 16.75
Category Avg 0.45 5.89 7.62 4.00 3.65 15.64 14.15 13.67
Category Best 4.12 11.86 27.08 26.66 26.66 43.19 24.56 43.15
Category Worst -1.40 -1.29 -4.95 -9.90 -15.10 -1.26 2.33 -12.43
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9642 4.8347 0.5255 7.7795 0.0031
Asset Allocation
Holdings
Company Name% Hold
Federal Bank 4.25
Fortis Health. 3.55
GE Vernova T&D 2.69
Apar Inds. 2.43
Indian Hotels Co 2.18
Solar Industries 2.06
Phoenix Mills 2.06
Schaeffler India 2.02
Ipca Labs. 2.02
Cummins India 1.97
Sona BLW Precis. 1.89
Bharat Forge 1.88
BSE 1.80
B H E L 1.78
Coromandel Inter 1.77
Multi Comm. Exc. 1.65
Premier Energies 1.61
PB Fintech. 1.47
J K Cements 1.43
Uno Minda 1.37
Vishal Mega Mart 1.34
Radico Khaitan 1.32
Torrent Power 1.29
Abbott India 1.23
SRF 1.22
FSN E-Commerce 1.15
ICICI Lombard 1.13
Eternal 1.12
Coforge 1.08
TVS Motor Co. 1.05
KEI Industries 1.03
AU Small Finance 1.02
Blue Star 1.00
CG Power & Ind 1.00
Marico 0.99
K P R Mill Ltd 0.96
Supreme Inds. 0.95
Bharti Hexacom 0.94
H P C L 0.93
Indian Bank 0.92
Page Industries 0.91
Lupin 0.91
Hitachi Energy 0.90
Alkem Lab 0.86
Shriram Finance 0.84
Bharat Electron 0.84
Trent 0.84
Jindal Steel 0.82
Tube Investments 0.81
L&T Finance Ltd 0.80
Ather Energy 0.80
Bajaj Finance 0.76
P I Industries 0.70
Sundaram Finance 0.67
J B Chemicals & 0.67
Voltas 0.66
Mphasis 0.66
Info Edg.(India) 0.66
Lenskart Solut. 0.60
3M India 0.55
Cholaman.Inv.&Fn 0.54
Chola Financial 0.54
Prestige Estates 0.52
Oracle Fin.Serv. 0.49
ZF Commercial 0.49
ICICI Bank 0.49
ITC Hotels 0.49
Fine Organic 0.48
Craftsman Auto 0.42
LG Electronics 0.41
Mankind Pharma 0.39
Tata Comm 0.39
Anthem Bioscienc 0.36
Endurance Tech. 0.34
Billionbrains 0.34
Astral 0.33
Balkrishna Inds 0.30
IndusInd Bank 0.28
Persistent Syste 0.17
Indus Towers 0.12
Linde India 0.08
L&T Technology 0.05
Swiggy 0.05
Bosch 0.02
C C I 11.45
Net CA & Others -5.65
AXIS Money Market Fund - Direct (G) 0.91
Nifty Future 6.48
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