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Axis Midcap Fund - Regular Plan - Growth

Equity: Mid Cap | Open Ended Schemes

Nav : 42.29

-0.47 (-1.11 %)

24-02-2020

EASTERN FINANCIERS's Take:

This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more

One Time Monthly
One Time Amount
Min Investment ₹1000
Min Investment ₹5000.0

Returns (since Feb 05, 2011)

17.33%

10 Year Returns

N/A

Doubled Money

3 Years 4 Months

Sharp Ratio

0.39 %

Volatility

14.88 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
3 Years 4 Months
8 Years 11 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Midcap Fund - Regular Plan - Growth 05-02-2011 23.87 13.27 17.11 10.94 0.0
Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option 24-02-2014 25.0 7.46 7.41 8.5 0.0
Sahara Midcap Fund-Growth Plan 31-12-2004 22.59 3.24 8.06 10.41 13.26
Kotak Emerging Equity Scheme - Growth 30-03-2007 22.21 4.33 9.21 11.0 15.58
DSP Midcap Fund - Regular Plan - Growth 15-11-2006 22.0 4.82 9.46 11.2 15.69
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 02-12-2013 21.83 1.45 5.38 5.39 0.0
BNP Paribas Mid Cap Fund-Growth Option 02-05-2006 21.8 1.59 7.94 8.52 16.37
Invesco India Midcap Fund - Growth Option 19-04-2007 20.93 7.29 11.45 9.44 16.79
Nippon India Growth Fund-Growth Plan-Growth Option 08-10-1995 19.77 3.87 9.46 8.62 11.56
Tata Mid Cap Growth Fund Regular Plan- Growth 01-07-1994 19.2 4.71 9.7 8.52 15.2

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
Axis Mutual Fund
Launch Date
Feb 05, 2011
Expense Ratio
1.96%
Fund Category Risk
MODERATELY HIGH
Asset Size
4,817.74 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
5000.0
Minimum Topup
100.0
Return since Launch
17.33%
Contact Details
Fund Manager(s)
Mr. Shreyash Devalker

PORTFOLIO ANALYSIS of Axis Midcap Fund - Regular Plan - Growth

PERFORMANCE of Axis Midcap Fund - Regular Plan - Growth

Scheme Performance (%)

Data as on - 24-02-2020

Yearly Performance (%)

RETURNS CALCULATOR for Axis Midcap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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