Axis Mid Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Axis Mid Cap IDCW Reinvest Direct Plan

NAV
₹50.8000
+0.99%
(4 Feb)
AUM
30,829 Cr
TER
0.53%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+32.1%
+32.1%
+18.5%
+14.6%
+13.7%
+13.7%
3Y
+28.7%
+28.7%
+15.4%
+19.3%
+24.5%
+24.5%
5Y
+27.9%
+27.9%
+21.1%
+23.2%
+26.7%
+26.7%
ALL
+23.7%
+23.7%
+19.3%
+18.4%
+21.1%
+21.1%
VOL
19.5%
19.5%
16.8%
-
17.3%
17.3%
TER
0.7%
0.7%
0.5%
-
0.8%
0.8%
AUM
₹26,421 Cr
₹26,421 Cr
₹30,829 Cr
-
₹77,967 Cr
₹77,967 Cr
INFO
1.21
1.21
1.15
-
1.22
1.22
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Mid Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Clearing Corporation Of India Ltd
7.4%
Trent Ltd
3.5%
Indian Hotels Co Ltd
3.3%
Persistent Systems Ltd
3.1%
Fortis Healthcare Ltd
3.1%
Coromandel International Ltd
2.4%
Lupin Ltd
2.1%
Supreme Industries Ltd
2.1%
Voltas Ltd
2.0%
Bharti Hexacom Ltd
1.9%
Top industry exposure
Consumer Cyclical
20.7%
Industrials
15.7%
Financial Services
12.5%
Healthcare
12.2%
Technology
11.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
42%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Fund manager(s)
Shreyash Devalkar
Nitin Arora
Krishnaa N

FAQs