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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.54 | 63.45 | 1.96 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.29 | 58.28 | 1.72 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
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(IDCW) | 27.29% | 9.33% | 13.31% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 26.40% | 20.89% | 14.56% |
Kotak Emerging Equity Fund(IDCW-Payout) | 41.36% | 25.77% | 17.98% |
Nippon India Growth Fund(IDCW) | 29.71% | 22.86% | 11.70% |
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
₹ 3,18,212.55 Cr.
Shreyash Devalkar
AUM: ₹1,31,848.75 Cr.
|
Exp: 5yrs
Nitin Arora
AUM: ₹44,769.65 Cr.
|
Exp: —
Krishnaa N
AUM: ₹1,37,576.78 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%