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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) 35425.07
 
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 -0.62 -0.17 6.79 11.08 7.18 11.79 10.41 16.66
Category Avg -0.69 -1.63 6.66 9.39 5.04 12.79 12.27 13.33
Category Best 8.47 11.54 26.71 39.58 34.18 36.57 23.89 42.45
Category Worst -2.98 -6.41 -2.04 -8.03 -17.19 -4.20 -0.14 -12.44
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 [%]
0.9775 4.8333 0.5260 7.4512 0.0289
Asset Allocation
Holdings
Company Name% Hold
Federal Bank 4.40
Fortis Health. 3.21
Apar Inds. 2.73
Sona BLW Precis. 2.71
GE Vernova T&D 2.35
PB Fintech. 2.32
Indian Hotels Co 2.28
Ipca Labs. 2.23
Phoenix Mills 2.13
Lenskart Solut. 2.03
Eternal 2.00
Bharat Forge 1.95
B H E L 1.95
ICICI Bank 1.79
Solar Industries 1.79
FSN E-Commerce 1.74
Radico Khaitan 1.71
Cummins India 1.70
Uno Minda 1.60
Dixon Technolog. 1.52
Premier Energies 1.52
Schaeffler India 1.48
Coforge 1.43
Bajaj Finance 1.38
Marico 1.37
Alkem Lab 1.34
Ather Energy 1.29
J K Cements 1.27
Multi Comm. Exc. 1.27
TVS Motor Co. 1.25
AU Small Finance 1.22
One 97 1.17
Info Edg.(India) 1.14
Torrent Power 1.09
Coromandel Inter 1.09
Vishal Mega Mart 1.08
SRF 1.01
Abbott India 1.00
ICICI Lombard 0.97
L&T Finance Ltd 0.97
K P R Mill Ltd 0.96
Supreme Inds. 0.95
Shriram Finance 0.95
Bharti Hexacom 0.93
BSE 0.92
CG Power & Ind 0.89
Page Industries 0.85
Interglobe Aviat 0.85
Indo-MIM 0.82
Dhoot Transmissi 0.81
Meesho 0.79
Torrent Pharma. 0.72
Mphasis 0.70
Billionbrains 0.69
Sundaram Finance 0.64
Craftsman Auto 0.63
Bosch 0.59
Indian Bank 0.54
Voltas 0.53
3M India 0.53
Cholaman.Inv.&Fn 0.53
Trent 0.49
Aster DM Quality 0.49
Blue Star 0.48
P I Industries 0.48
Anthem Bioscienc 0.47
Chola Financial 0.46
Tube Investments 0.45
Fine Organic 0.43
LG Electronics 0.43
IndusInd Bank 0.42
KEI Industries 0.39
Bharat Electron 0.38
H P C L 0.38
Mankind Pharma 0.35
Astral 0.35
M & M Fin. Serv. 0.30
Global Health 0.25
Tata Comm 0.25
Swiggy 0.25
Amber Enterp. 0.23
TD Power Systems 0.23
Navin Fluo.Intl. 0.20
Piramal Finance. 0.14
Gland Pharma 0.09
Ashok Leyland 0.07
Linde India 0.04
Prestige Estates
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