Comprehensive analysis of AXIS Midcap Fund - Direct (IDCW) (16729) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Axis Asset Management Co. LTd
To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Balanced Mix
Experienced Team
Neutral Fit
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Historical performance consistency
Recent performance momentum
Outperformance vs benchmark
Fund management costs
Assets under management
Risk-adjusted returns
Market exposure level
This fund has outperformed its benchmark by 4.45% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Fortis Healthcare Ltd | Healthcare | 3.29% |
| Coromandel International Ltd | Fertilizers | 3.04% |
| Persistent Systems Ltd | IT - Software | 2.64% |
| Indian Hotels Co Ltd | Hotels & Restaurants | 2.58% |
| C C I | Debt Others | 2.56% |
| Bharti Hexacom Ltd | Telecomm-Service | 2.50% |
| Solar Industries India Ltd | Aerospace & Defence | 2.50% |
| J K Cements Ltd | Cement | 2.34% |
| Uno Minda Ltd | Auto Ancillaries | 2.18% |
| Federal Bank Ltd | Banks | 2.13% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4612.59 | 3.70% | 8.57% | 32.45% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4212.23 | 3.27% | 7.69% | 31.39% |
| Franklin India Prima Fund - Direct (G) | ₹3162.26 | 2.13% | 7.63% | 30.62% |
| Franklin India Prima Fund - (G) | ₹2814.08 | 1.74% | 6.78% | 29.55% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1517.38 | 1.04% | 8.45% | 31.08% |
| Sundaram Mid Cap Fund - (G) | ₹1390.19 | 0.63% | 7.55% | 29.97% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1357.33 | 2.97% | 7.56% | 31.61% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹881.84 | 3.27% | 5.00% | 24.82% |
| Aditya Birla SL Midcap Fund - (G) | ₹791.94 | 2.86% | 4.14% | 23.75% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹766.32 | 3.70% | 8.57% | 32.45% |
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.