To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Mid Cap Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -5.06% | -3.58% | 1.44% | 4.9% | 0.81% | 0.71% | 13.81% | 14.1% | 9.76% | 15.55% | 16.91% |
| Category returns | -5.85% | -4.69% | 0.92% | 2.35% | 0.08% | -0.26% | 13.48% | 15.57% | 11.95% | 14.28% | N/A |
| Absolute returns | -5.06% | -3.58% | 1.44% | 4.9% | 0.81% | 1.42% | 47.45% | 69.57% | 59.35% | 324.33% | 1058.5% |
| Rank within category | 5/34 | 9/33 | 11/33 | 9/31 | 12/31 | 9/29 | 13/29 | 21/27 | 21/25 | 6/20 | N/A |
| Mid Cap Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | -3.11% | 41.99% | 3.51% | 11.33% | 26.01% | 39.93% | -5.07% | 29.59% | 30.01% | 1% | 2.42% |
| Q1 returns | -7.9% | 14.59% | -3.13% | 2.1% | -18.01% | 9.15% | -3.76% | -3.2% | 5.55% | -9.56% | -9.27% |
| Q2 returns | 9.06% | 5.57% | 1.86% | 0.96% | 15.26% | 11.42% | -11.5% | 16.2% | 19.45% | 14.08% | 16.13% |
| Q3 returns | 6.68% | 4.46% | 1.09% | 2.83% | 13.11% | 13% | 14.52% | 5.15% | 7.5% | -3.44% | -1.79% |
| Q4 returns | -9.58% | 12.36% | 3.78% | 5.03% | 17.88% | 1.82% | -2.68% | 9.58% | -4.08% | 1.39% | -1.03% |
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
| Alpha | 0.708304 |
| Beta | 1.0031 |
| Sharpe Ratio | 0.176418 |
| Sortino Ratio | 0.331415 |
| R-Squared | 0.6735 |
| Tracking Error | 2.4925 |
| Downside Risk | 21.3113 |
| Std. Deviation (Annualised) | 15.1516 |
| Mid Cap Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Midcap Fund - Regular Plan - Growth | -6.62% | -2.36% | 6.43% | 12.63% | 9.64% | 19.71% | 15.17% | 15.18% | 18.61% | 16,799.60 | 2.21 | 0.24 | Very High |
| Invesco India Midcap Fund - Regular Plan - Growth | -6.16% | -6.58% | 3.36% | 4.07% | -0.27% | 19.62% | 15.34% | 16.73% | 16.13% | 15,748.80 | 1.88 | 0.24 | Very High |
| WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | -5.13% | -3.48% | 4.47% | 6.01% | 5.01% | 17.95% | N/A | N/A | 19.6% | 7,539.96 | 2.26 | 0.24 | Very High |
| ICICI Prudential Mid Cap Fund - Growth | -7.36% | -5.65% | -3.24% | 2.74% | 3.82% | 17.75% | 13.62% | 14.66% | 17.03% | 7,960.87 | 1.85 | 0.23 | Very High |
| Edelweiss Mid Cap Fund - Regular Plan - Growth | -5.43% | -5.03% | -0.61% | -0.02% | -0.12% | 17.3% | 14.22% | 16.45% | 13.14% | 19,230.20 | 1.87 | 0.22 | Very High |
| Motilal Oswal Midcap Fund - Regular Plan - Growth | -5.16% | -0.63% | 6.16% | 1.34% | -5.95% | 16.1% | 17.2% | 15.17% | 19.81% | 40,207.50 | 1.64 | 0.18 | Very High |
| ITI Mid Cap Fund - Regular Plan - Growth | -6.97% | -5.91% | -0.62% | -0.6% | 0.41% | 15.39% | 12.08% | N/A | 14.66% | 1,452.83 | 2.42 | 0.19 | Very High |
| Nippon India Growth Mid Cap Fund - Growth Option | -5.21% | -5.29% | -2.09% | 1.47% | 0.45% | 15.18% | 14.42% | 16.32% | 21.51% | 50,176.00 | 1.55 | 0.19 | Very High |
| Sundaram Mid Cap Fund - Regular Plan - Growth | -6.37% | -6.78% | -2.29% | -0.87% | -1.96% | 14.86% | 13.41% | 12.46% | 22.57% | 13,854.10 | 1.86 | 0.19 | Very High |
| Axis Midcap Fund - Regular Plan - Growth Current | -5.06% | -3.58% | 1.44% | 4.9% | 0.81% | 13.81% | 9.76% | 15.55% | 16.91% | 33,527.80 | 1.80 | 0.18 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 7.95% | |
| The Federal Bank Ltd. | Banks | Domestic Equities | 3.98% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 2.84% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 2.69% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 2.61% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 2.41% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 2.38% |
| Ipca Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.30% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 2.29% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 2.22% |
| Eternal Ltd. | Retailing | Domestic Equities | 2.06% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 1.94% |
| Bharat Forge Ltd. | Auto Components | Domestic Equities | 1.88% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.86% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 1.79% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 1.71% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 1.68% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 1.67% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 1.62% |
| Marico Ltd. | Agricultural Food & other Products | Domestic Equities | 1.58% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 1.57% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 1.55% |
| Coforge Ltd. | IT - Software | Domestic Equities | 1.52% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 1.52% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.44% |
| Alkem Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.37% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.35% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 1.34% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 1.23% |
| INDO-MIM Ltd. | Industrial Manufacturing | Domestic Equities | 1.23% |
| Torrent Power Ltd. | Power | Domestic Equities | 1.18% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 1.13% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 1.12% |
| Abbott India Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.10% |
| JK Cement Ltd. | Cement & Cement Products | Domestic Equities | 1.10% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 1.07% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 1.04% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 1.04% |
| BSE Ltd. | Capital Markets | Domestic Equities | 1.03% |
| SRF Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.03% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.01% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 1.00% |
| Coromandel International Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.97% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 0.97% |
| K.P.R. Mill Ltd. | Textiles & Apparels | Domestic Equities | 0.95% |
| Axis Money Market Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 0.93% | |
| Page Industries Ltd. | Textiles & Apparels | Domestic Equities | 0.91% |
| Bharti Hexacom Ltd. | Telecom - Services | Domestic Equities | 0.91% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.87% |
| Dhoot Transmission Ltd. | Auto Components | Domestic Equities | 0.86% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.86% | |
| Gland Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.78% |
| Meesho Ltd. | Retailing | Domestic Equities | 0.77% |
| Bosch Ltd. | Auto Components | Domestic Equities | 0.72% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.72% |
| L&T Finance Ltd. | Finance | Domestic Equities | 0.71% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 0.69% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.66% |
| Sundaram Finance Ltd. | Finance | Domestic Equities | 0.65% |
| Craftsman Automation Ltd. | Auto Components | Domestic Equities | 0.64% |
| 3M India Ltd. | Diversified | Domestic Equities | 0.54% |
| Blue Star Ltd. | Consumer Durables | Domestic Equities | 0.53% |
| PI Industries Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.50% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.49% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.48% |
| Aster DM Quality Care Ltd. | Healthcare Services | Domestic Equities | 0.47% |
| Anthem Biosciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.47% |
| LG Electronics India Ltd. | Consumer Durables | Domestic Equities | 0.46% |
| Fine Organic Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.44% |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 0.42% |
| Indian Bank | Banks | Domestic Equities | 0.38% |
| Trent Ltd. | Retailing | Domestic Equities | 0.37% |
| Navin Fluorine International Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.36% |
| Astral Ltd. | Industrial Products | Domestic Equities | 0.32% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.29% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.28% |
| Mahindra & Mahindra Financial Services Ltd. | Finance | Domestic Equities | 0.27% |
| Cholamandalam Financial Holdings Ltd. | Finance | Domestic Equities | 0.27% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 0.26% |
| TD Power Systems Ltd. | Electrical Equipment | Domestic Equities | 0.25% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.23% |
| Tube Investments of India Ltd. | Auto Components | Domestic Equities | 0.22% |
| Amber Enterprises India Ltd. | Consumer Durables | Domestic Equities | 0.22% |
| Aditya Infotech Ltd. | Industrial Manufacturing | Domestic Equities | 0.17% |
| Piramal Finance Ltd. | Finance | Domestic Equities | 0.15% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.11% |
| Linde India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.02% |
| Total | 100.00% | ||
Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.
Nitin Arora is an Equity Fund manager at Axis AMC. He has been associated with Axis AMC since 2018 and later in June 2023, was elevated to the post of Fund manager. Currently he is responsible for managing Axis India Manufacturing Fund and Axis Value Fund. He is also the co-fund manager for Axis Midcap Fund and Axis Multicap Fund.Prior to this, he was associated with firms like Aviva Life insurance, Emkay Global Financial Services Ltd. as a research analyst.
Krishnaa joined Axis AMC in 2021 as a Research Analyst. In 2024, she was recently elevated to the position of Fund Manager for Foreign Securities.She is the fund manager for the Axis Global Innovation Fund of Fund, Axis NASDAQ 100 Fund of Fund, Axis US Treasury Dynamic Bond ETF Fund of Fund among many others. She began her career with Price Waterhouse Coopers in their Corporate and International Tax Division in 2019.
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