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Axis Midcap Fund Growth INF846K01859

NAV / 1-Day Return
Total Assets
283.8 Bil
Inception Date
Feb 18, 2011
Expense Ratio
1.560%
Fee Level
Load
1.00%
Category
India Fund Mid-Cap
Investment Style
Large Growth
Minimum Initial Investment
100
Status
Open
TTM Yield
0.00%
Turnover
29%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
0.85 -3.11 41.99 3.51 11.33 26.01 39.93 -5.07 29.59 30.01 -11.30
Category
9.21 5.42 47.90 -11.99 2.25 23.92 44.79 2.60 38.12 28.43 -11.61
Index
0.99 3.19 36.29 -2.11 9.69 19.99 32.84 2.47 26.07 15.94 -6.19
Quartile Rank
Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is first Quartile Rank is first Quartile Rank is second Quartile Rank is third Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is second Quartile Rank is third
Percentile Rank
95 96 78 4 2 26 74 95 92 39 54
# of Invest. in Cat.
192 189 268 156 168 163 166 162 190 192 194
Category Name
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap


Asset Allocation

Asset Class Investment Category Index
Equity 88.48 95.23 100.00
Fixed Income 0.00 0.04 0.00
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 11.52 4.83 0.00
Other 0.00 0.03 0.00

Stock Style

People

Inception Date
Feb 18, 2011
Number of Managers
3
Longest Tenure
8.3 Years
Average Tenure
3.6 Years
Advisor(s)
Axis Asset Management Company Limited

Management Team

Nov 23, 2016 –Present
Aug 03, 2023 –Present
Mar 01, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Below Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
97 0
Bond Holding
0 0
Other Holding
2 0
Total Holding
99 0
Equity Holdings
97
Bond Holdings
0
Other Holdings
2
Total Holdings
99
% Assets in Top 10 Holdings
24
Reported Turnover %
28.63
As of 03 / 31 / 24
Active Share
64.66
Women Directors %
20
Women Executives %
6
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
3.19 Mar 31, 2021 9,055,306,620
INR Indian Rupee
35.63 Technology
3.16 Oct 31, 2020 8,970,031,180
INR Indian Rupee
40.58 50.76 Consumer Cyclical
3.00 Mar 31, 2022 8,514,257,310
INR Indian Rupee
41.92 Healthcare
2.48 Jun 30, 2020 7,045,453,970
INR Indian Rupee
68.59 Basic Materials
2.29 Nov 30, 2017 6,493,366,440
INR Indian Rupee
39.16 Consumer Cyclical
2.14 Jan 31, 2024 6,069,184,440
INR Indian Rupee
28.02 Healthcare
1.96 Apr 30, 2024 5,570,275,720
INR Indian Rupee
Communication Services
1.91 Mar 31, 2023 5,421,703,440
INR Indian Rupee
25.51 Financial Services
1.88 Jan 31, 2020 5,349,302,210
INR Indian Rupee
14.46 38.17 Basic Materials
1.81 Feb 29, 2016 5,143,637,880
INR Indian Rupee
16.93 Financial Services
Holdings as of Jan 31, 2025 | The top 99 largest holdings are available for display across Equity, Bond and Other.


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