Home | NRI | Business Associates | Knowledge Bank | Careers | Back Office | Contact Us
 
 
Snapshot
Snapshot
AXIS Midcap Fund (IDCW)
Select Section, which you want to view Separately
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) 32201.80
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 35.9 % NA
Date 17-Jan-25 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 -0.19 -2.16 -2.52 2.46 -0.52 15.14 16.23 16.92
Category Avg -0.15 -1.38 -0.57 4.06 1.51 17.73 18.88 14.36
Category Best 1.98 2.42 6.22 15.63 21.49 30.77 31.04 39.39
Category Worst -7.25 -8.17 -10.68 -9.60 -20.74 1.04 6.59 -19.69
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 [%]
1.0009 4.2995 0.7823 4.7665 0.0007
Asset Allocation
Holdings
Company Name% Hold
Fortis Health. 3.55
Federal Bank 3.05
Indian Hotels Co 2.50
Multi Comm. Exc. 2.23
Bharti Hexacom 2.14
Persistent Syste 2.09
Uno Minda 2.09
Phoenix Mills 2.00
Schaeffler India 1.99
Coromandel Inter 1.99
Dixon Technolog. 1.97
GE Vernova T&D 1.96
PB Fintech. 1.90
Cummins India 1.86
Solar Industries 1.69
Hitachi Energy 1.64
TVS Motor Co. 1.64
Eternal Ltd 1.62
Premier Energies 1.60
Indian Bank 1.56
J K Cements 1.56
Abbott India 1.54
Vishal Mega Mart 1.45
Coforge 1.39
Bharat Electron 1.39
Apar Inds. 1.37
B H E L 1.36
CG Power & Ind 1.26
Torrent Power 1.22
ICICI Lombard 1.18
Cholaman.Inv.&Fn 1.17
L&T Finance Ltd 1.10
Blue Star 1.05
Bajaj Finance 1.05
KEI Industries 1.05
Bharat Forge 1.00
P I Industries 0.99
Swiggy 0.99
Jindal Steel 0.98
Supreme Inds. 0.97
Lupin 0.95
HDFC AMC 0.93
Info Edg.(India) 0.91
ITC Hotels 0.91
Mphasis 0.89
Prestige Estates 0.88
BSE 0.83
Alkem Lab 0.82
Trent 0.82
K P R Mill Ltd 0.82
Oracle Fin.Serv. 0.81
Ipca Labs. 0.80
Max Healthcare 0.77
ICICI Bank 0.75
Sundaram Finance 0.74
Sona BLW Precis. 0.70
H P C L 0.70
AU Small Finance 0.69
Jubilant Food. 0.68
Ashok Leyland 0.65
3M India 0.61
Tube Investments 0.60
FSN E-Commerce 0.59
Voltas 0.59
Chola Financial 0.55
J B Chemicals & 0.54
ZF Commercial 0.51
Jyoti CNC Auto. 0.50
Billionbrains 0.48
Glenmark Pharma. 0.47
LG Electronics 0.46
Endurance Tech. 0.45
SRF 0.44
Fine Organic 0.42
Balkrishna Inds 0.39
L&T Technology 0.33
Kaynes Tech 0.32
Astral 0.28
Biocon 0.28
Page Industries 0.27
Linde India 0.25
Tata Comm 0.24
Oberoi Realty 0.22
Samvardh. Mothe. 0.21
Honeywell Auto 0.18
Cohance Life 0.17
KPIT Technologi. 0.16
Indus Towers 0.14
Godrej Propert. 0.14
Container Corpn. 0.13
Anthem Bioscienc 0.13
Jindal Stain. 0.13
Lenskart Solut. 0.13
REC Ltd 0.12
Ajanta Pharma 0.11
Oil India 0.11
Granules India 0.09
Colgate-Palmoliv 0.09
Aarti Industries 0.06
Hexaware Tech. 0.06
HDB FINANC SER 0.06
C C I 6.42
Net CA & Others 0.36
TVS Motor Co. 0.02
 < Back Top
BSE Disclaimer     |     Disclaimer     |     Privacy Statement     |     Terms of Use     |     Feedback     |    Sitemap     |    Downloads    |     Client Bank Details
Useful Links   | Risk Disclosure   | Rules and Regulations   |   Investor Charter / Complaints   |   Smart ODR   |   Scores   |   Attention Investors   | Audit Compliance Report   | RA – Annual Compliance Audit Report 2024-25   |

SEBI Saa₹thi Mobile App/SEBI Investor Website  

SSJ FINANCE & SECURITIES PRIVATE LIMITED:
1st Floor, Merchant Chamber, Opp. Patkar Hall, 41, New Marine Lines, Mumbai – 400 020
SEBI Regn. Number: INZ000178436 | CDSL: IN-DP-109-2015 | ARN: 40860 | CIN: U67120MH1996PTC104822
SSJ COMMODITIES PRIVATE LIMITED:
SEBI Regn. Number: INZ000013439 | CIN: U51909MH2003PTC140481|Research Analyst SEBI Reg. No.INH000001527
2006-07 © SSJ Finance & Securities Pvt. Ltd. All Rights Reserved Developed & Maintained By C-MOTS Infotech(ISO 9001:2015 certified)
Content powered by Capital Market Charts are powered by TradingView