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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.54 | 62.82 | 1.98 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.29 | 58.07 | 1.74 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
BSE 150 MidCap - TRI |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Midcap Fund | 38.70% | 19.04% | 20.95% |
HDFC Mid-Cap Opportunities Fund | 35.58% | 29.03% | 22.63% |
Kotak Emerging Equity Fund | 41.63% | 24.79% | 22.56% |
Nippon India Growth Fund | 37.27% | 27.82% | 20.31% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
3.64 %
Holdings
2.80 %
Holdings
2.77 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
69
Total AUM
₹ 3,19,209.56 Cr.
Shreyash Devalkar
AUM: ₹1,32,695.48 Cr.
|
Exp: 5yrs
Nitin Arora
AUM: ₹45,115.16 Cr.
|
Exp: —
Krishnaa N
AUM: ₹1,38,482.92 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%