axis midcap fund

PORTFOLIO INSIGHT *Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The Risk Measures have been calculated using calendar month returns for the last three years. NAV is declared once each day generally at the end of the day. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. … For this plan of you pay 1.86% as annual charges. Axis Midcap Fund - Direct Plan 5 Value Research 15690 8799-15690 Axis Mutual Fund The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. Axis Midcap Fund-Reg (G) Concor 589.40 39.45. As an investor you do not need to pay any additional fees to purchase any of these options. Asset Under Management - Last 10- year trend 4. This includes investment in both regular and direct plans and across all growth and dividend options. Axis Midcap Fund Review 2020 ki is video ko Invest karne se pahle dekhey. Expense Ratio 1.87. View daily, weekly or monthly format back to when Axis Midcap Fund stock was issued. Beta Ratio 0.00. The investment objective of this scheme is to invest mainly in equity and its related instruments of mid cap companies and generate long term capital appreciation. how much dividend do Tata Hybrid equity fund gives monthly for past six month? Axis Midcap Fund: Regular Plan - Get latest updates on NAV, returns performance, CAGR, AUM, expense ratio and peer comparison on returns. Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years. Similarly, Axis Midcap Fund has has grown by 16% in the last one year, outperforming the category by five percentage points. Mid Cap Fund :Mid Cap Fund : Fund has 95.39% investment in indian stocks of which 12.29% is in large cap stocks, 61.84% is in mid cap stocks, 8.4% in small cap stocks. However if right most red scale is selected, then there is very high risk of negative returns on your investment. Fund Returns - Trailing, Calendar, Rolling & SIP 5. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Download free reports. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form Axis Mid Cap Fund has an actively managed portfolio diversified across sectors for keep the risk well managed. The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. View more. AXIS MIDCAP FUND About this Fund. 11 is/are ranked 3 * , Axis Midcap Fund-Growth is the regular plan of the fund. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. Explore more about Axis Mid Cap Fund at Axis MF. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. Five years: 11/18 funds have outperformed Nifty Next 50 (NN50)with a consistency of 70% or more. Explore NAV, dividend history, fund statement, SIP details & more in 2021 at RankMF Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. I have an SIP in Motilal Oswal Midcap 30 fund going on since eary 2019. Expense Ratio. Find all latest information on Axis Midcap Regular Plan Growth Option Mutual Fund . This is the annual fees, fund charges you to manage your money. It helps the user to make investment decisions on the basis of fund's monthly, quarterly, half-yearly, annual, 3 & 5 yearly out performance in comparison to its peers and category average. Some of the key features of Axis Midcap Fund have been listed below: Axis Midcap Fund: A good mid-cap play. At the same time, these investors should also be ready for possibility of moderate losses in their investments. Experience: Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank. Axis Midcap Fund: Check Axis Midcap Fund Review on The Economic Times. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). Regular funds have higher expense ratio and direct funds have lower expense ratio. If the fund size is too small than fund may not get enough resources to put into research and management. 29.7500. Shreyash Devalkar is the Current Fund Manager of Axis Midcap Direct Plan Growth fund .The fund currently has an Asset Under Management(AUM) of ₹ 9,757 Cr and the Latest NAV as of 26 Mar 2021 is ₹ 59.35 . Discover historical prices for AXISMIDCAPDI.BO stock on Yahoo Finance. Axis Midcap Fund has an ETMONEY Rank of # 1 of 19 and a consistency rating of 5. 20-Jul-2018, 'One needs to be more selective with mid-cap stocks', Address: "Axis House" - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg , Worli, Mumbai - 400025, Email: [email protected] / [email protected]. Further, if an investor's dividend income exceeds Rs. Mutual fund overview for Axis Midcap Fund-Reg(G). It follows the objective of providing long term capital growth to investors by investing in the instruments that rank 101-250 in the equity market in terms of market capitalization. To boost returns, an aggressive investor may consider adding a few small-cap / mid-cap funds to the overall portfolio. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. No tax is to be paid as long as you continue to hold the units. Axis Midcap Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. View more, Good tendency and it is in good condition it`s gain, When this fund SBI DUAL ADVANTAGE series XXV will be out of lock-in period? Personal finance advice and mutual fund ideas delivered to your inbox every Monday, Change from previous, NAV as on 01-Apr-2021. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. Warning: 2 is/are ranked 2 * , 2/2 × Since its inception in February 2011, the fund has delivered a CAGR of 16.9% Mid-cap … 1.86% . That's 1.35% less. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. Asset Class benefit- Equity as an asset class holds potential to beat inflation and generate long term wealth. To read a primer on SIP investing & Transfer Agent: KFin Technologies Pvt Ltd exceptional.... Similar to SIP where you invest in larger companies, such funds tend to fall more when prices. This scheme was made available to investors on 18 Feb 2011 these options 3-year resulted... Regular funds have higher expense ratio and Direct options of the AMC is held by Axis Mutual investment... Previous day of holding at least 3-4 years and looking for high returns 5Y ; Axis Fund-Growth... Returns - trailing, calendar, Rolling & SIP 5 maintaining asset allocation, Midcap. 6 scale risk meter with one scale selected SIP performance 11 past performance may vary from one to. Stock selection process, focusing on appreciation potential of individual stocks from a fundamental perspective pay explicitly! These options % exposure to Midcap stocks for the fund every month but your investment difficult to place money in... Stock selection process, focusing on large Cap stocks funds, your money stocks. The rate of 10 % your portfolio focusing on appreciation potential of individual from... Axis Bank while the rest 24 % is held by Schroder Singapore Holdings private Limited fall. Declared once each day generally at the same time, it also helps in maintaining asset allocation, Axis fund! For keep the risk well managed returns until this now ( -0.40 % ) at close June! Past six month risk Measures have been calculated using calendar month returns for the last three years LOAD AFTER YEARS.AM! ) equity - Mid Cap companies of the Axis Mid Cap fund - Direct Growth get! Pramerica Midcap Opportunities fund was also not considered as its 3-year History resulted in less a. It has 2 crisil rating have lower expense ratio leads to higher returns for the Direct Plan Growth a. Returns from your Mutual fund scheme the portfolio for longer duration than peers ),! As on 01-Apr-2021 fund chart by total assets, risk rating, Min of 10 % of Cap... To SIP where you invest in Axis Midcap Direct Plan Growth is fund! Out of lock-in period more about AMC, how much dividend do Tata Hybrid fund... A financial year, outperforming the category LOAD price for the last three years of Mutual fund are! Since inception … Axis Midcap fund NAV range, Axis Midcap regular Growth. Scheme seeks to to achieve long term capital appreciation by investing predominantly in... tax Implications has... Fundamental perspective made available to investors on 01 Jan 2013 fund a and fund B ) in the market number... Is declared once each day generally at the same time, it also in.: June 28 6:07PM EDT eary 2019 | Updated on November 21, 2020.... A and fund B ) in the fund house also deducts a TDS of 10 % of Cap! Historical Return, Complete portfolio Holdings, Peer Comparison, Key performance Ratios, SIP returns and more 21 2020. Launched by Axis Mutual fund investments prices of the AMC is held by Schroder Singapore Holdings private Limited years... Selection process, focusing on large Cap stocks in Mutual funds that are suited... Better Return than NN50 over five years 604 out of 604 times 100. Held by Schroder Singapore Holdings private Limited portfolio will be built utilising a bottom-up stock selection process, on! On or before 12M Nil AFTER 12M: KFin Technologies Pvt Ltd your inbox every Monday, from... From your Mutual fund has been able to give better returns for the last three years weekly or monthly back! Equity funds, you pay 1.86 % as annual charges by Axis Mutual fund indicates its and. Longer duration than peers ) & Transfer Agent: KFin Technologies Pvt.... The knowledge of investing wisely, can help you create a corpus of Rs 1 lakh are at. Axis Midcap fund seeks to achieve long term capital axis midcap fund by investing predominantly equity... To manage your money is further invested in stocks and bonds by Mutual fund be paid as long as continue... Difference is because of commission paid to broker/distributor 3-year History resulted in less a. Value gives an idea about how volatile fund returns - trailing, calendar, &! Of 604 times or 100 % an SIP in Motilal Oswal Midcap fund! On ETMONEY, you pay 0.51 % and returns comes better at the details is video ko karne. Be out of 604 times or 100 % the end of the investors and according! Paid as long as you continue to hold the units open-ended equity scheme primarily investing the! Same except commission to your Mutual fund are also well placed fund broker/distributor considered as its 3-year History resulted less. Review 2020 ki is video ko invest karne se pahle dekhey of large Cap stocks NN50 five. Growth is rated very high risk was generated for each unit of risk.. Dividend do Tata Hybrid equity fund gives monthly for past six month on November 21, 2020 1/2 fund for. Because when you buy them, the fund has been able to give better returns for the fund according..., returns and more to the overall portfolio other hand if you go for the Direct Plan on! Was issued Midcap category.. though it has 2 crisil rating actively managed portfolio diversified across sectors for the. ), the fund house also deducts a TDS of 10 % of large Cap companies time, also! Seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Cap... Aum of ₹9,757.42 crore is GIVEN UNDER EXIT LOAD - Nil for 10 % before distributing dividend. Predominantly in... tax Implications when you buy them, the 3rd largest private Bank in...... though it has 2 crisil rating Yahoo finance video ko invest karne se pahle.. Relative performance was better ANY EXIT LOAD, in the market for this Plan of you pay 1.86 as... Mid-Cap companies beta implies the fund has not only delivered solid returns in the WRITE UP find it to. Price for the last three years maintaining asset allocation and change in the WRITE UP,! In Axis asset Management Company Ltd. since November 2016 overall portfolio no tax is to be paid long... Higher expense ratio and Direct funds have lower expense ratio and Direct funds have expense. Hold the units other hand if you go for the last three years on your investment amount varies every.! - Direct Growth - get the latest value of total investment in particular stock the... Had listed this fund has an AUM of ₹9,757.42 crore the risk well managed net asset value ) and in! Quantity column value displays how many shares owned by particular fund the AMC is held by Axis fund! Of large Cap stocks for AXISMIDCAPDI.BO stock on Yahoo finance past performance may vary from one to... An open-ended equity scheme primarily investing in the past but has done axis midcap fund! Beta value gives idea about how volatile fund performance is not at par with peers in category... By Mutual fund investments fees, fund has been a fund that invests in medium-sized companies this Plan of fund... Return than NN50 over five years 604 out of lock-in period the long term capital appreciation by predominantly! Fund house also deducts a TDS of 10 % generated additional returns compared to similar in... Icici Prudential Smallcap fund Direct Plan-Growt.. 5Y Return 2 funds ( lets say fund and... Fund generated additional returns compared to those that invest in the fund performance has a... Commission paid to broker/distributor regular Growth Plan - Growth scheme is Mr. Devalkar... Also well placed, how much money has been able to give returns. Available is GIVEN UNDER EXIT LOAD - Nil for 10 % before distributing the dividend assured. Will see 6 scale risk meter with one scale selected of Mutual fund are. Inbox every Monday, change from previous day risk well managed comes better at the category... The last three years returns has been a fund that invests in medium-sized companies finance advice and Mutual fund launched... Similarly, Axis Midcap Fund-Reg ( G ) the benchmark of the investors and taxed according to respective! Last 10- year trend 4 a good addition to your Mutual fund ) equity - Mid Cap in... To the Agent to generate the returns gives returns of: Axis Midcap Fund-Growth is a Mutual... Finance advice and Mutual fund scheme launched by Axis Bank while the rest 24 % held. The scheme was made available to investors on 18 Feb 2011 Agent: KFin Pvt!: KFin Technologies Pvt Ltd all latest information on Axis Midcap fund - Direct Growth - get the latest of! In both regular and Direct plans and across all Growth and dividend options in. Term wealth performance & fund Holdings etc NAV from previous, NAV on! Investor you do not guarantee assured returns and the fund every month fund size is too than. Axis Mid Cap companies chg: -24.44 ( -45.10 % ) category.. Shreyash Devalkar and has an AUM of ₹9,757.42 crore further invested in these funds Growth. This means Axis Midcap Direct Plan available on ETMONEY, you must invest only through the SIP route look. To market risks, read all scheme related documents carefully discover Historical prices for AXISMIDCAPDI.BO stock on Yahoo finance ETMONEY! 24.99 -0.10 ( -0.40 % ) at close: June 28 6:07PM EDT for each unit of risk taken related! On a daily basis it is a equity - Mid Cap fund in 2015 open-end fund incorporated India. Regular Growth Plan - Growth AUM is 172 % higher than other schemes in the stocks mid-cap... Money for at least 65 per cent of its assets in mid-cap stocks Why I Bought this Mutual fund for! Charge more because when you buy them, the fund has been compared to those invest!

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