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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) 32276.32
 
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 -2.34 2.06 1.87 0.17 6.18 15.24 13.91 16.57
Category Avg -2.44 1.12 -1.03 -3.10 2.76 16.35 15.37 12.54
Category Best -0.18 10.49 14.46 11.97 23.52 31.31 26.57 41.71
Category Worst -4.84 -9.00 -13.01 -19.50 -15.05 1.26 3.36 -16.98
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 [%]
0.9549 4.6637 0.4443 6.6877 -0.0016
Asset Allocation
Holdings
Company Name% Hold
Federal Bank 3.87
Fortis Health. 3.56
Multi Comm. Exc. 3.43
GE Vernova T&D 2.59
Schaeffler India 2.25
BSE 2.14
Indian Hotels Co 2.03
Phoenix Mills 1.96
Cummins India 1.92
Ipca Labs. 1.90
Coromandel Inter 1.83
Solar Industries 1.78
Apar Inds. 1.76
Hitachi Energy 1.73
Torrent Power 1.66
Premier Energies 1.63
B H E L 1.59
Sona BLW Precis. 1.54
Bharat Forge 1.53
Uno Minda 1.48
J K Cements 1.45
Vishal Mega Mart 1.37
TVS Motor Co. 1.32
Abbott India 1.28
Bharti Hexacom 1.26
Persistent Systems 1.21
Indian Bank 1.21
ICICI Lombard 1.20
SRF 1.17
Supreme Inds. 1.14
Blue Star 1.14
CG Power & Ind 1.14
PB Fintech. 1.09
Coforge 1.06
AU Small Finance 1.05
Jindal Steel 0.99
P I Industries 0.98
Ashok Leyland 0.97
KEI Industries 0.96
Bharat Electron 0.92
H P C L 0.92
Lupin 0.90
Alkem Lab 0.87
Tube Investments 0.82
K P R Mill Ltd 0.80
Shriram Finance 0.79
Chola Financial 0.79
FSN E-Commerce 0.79
Voltas 0.78
L&T Finance Ltd 0.75
Eternal 0.74
Trent 0.74
Bajaj Finance 0.74
Mphasis 0.74
Sundaram Finance 0.71
Info Edg.(India) 0.69
Cholaman.Inv.&Fn 0.67
Swiggy 0.64
J B Chemicals & 0.62
3M India 0.58
Oracle Fin.Serv. 0.56
Jubilant Food. 0.54
Glenmark Pharma. 0.53
ITC Hotels 0.52
Prestige Estates 0.50
Page Industries 0.50
ZF Commercial 0.49
ICICI Bank 0.47
LG Electronics 0.44
Fine Organic 0.44
Astral 0.42
Endurance Tech. 0.40
Anthem Bioscienc 0.37
Mankind Pharma 0.36
Billionbrains 0.32
Balkrishna Inds 0.31
L&T Technology 0.30
Jyoti CNC Auto. 0.29
Radico Khaitan 0.27
Indus Towers 0.25
Linde India 0.22
Tata Comm 0.21
Dixon Technolog. 0.15
ICICI Pru Life 0.15
Container Corpn. 0.13
KPIT Technologi. 0.10
Lenskart Solut. 0.08
C C I 8.78
Net CA & Others -5.12
AXIS Money Market Fund - Direct (G) 0.94
Nifty Future 5.64
IndusInd Bank 0.13
Petronet LNG 0.08
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