Axis Midcap Fund – Growth
Axis Midcap Fund – Growth Development is a mutual fund that invests in mid-cap corporations in India. The fund goals to offer long-term capital appreciation by investing in a diversified portfolio of mid-cap corporations with the potential for larger development than large-cap corporations. It’s a development oriented fund and the funding technique of the fund is to spend money on corporations which have the potential to develop sooner than the common mid-cap firm. The fund can also make investments a portion of its belongings in large-cap corporations. It is very important be aware that mutual funds are topic to market dangers and previous efficiency could not essentially be indicative of future outcomes. It’s all the time advisable to seek the advice of a monetary advisor earlier than investing.
About Axis Midcap Fund – Growth
Along with the data supplied earlier, you will need to be aware that the Axis Midcap Fund – Development is part of the Axis Mutual Fund household. The fund is managed by a crew of skilled fund managers who use a bottom-up strategy to determine corporations with sturdy fundamentals and development potential. The fund has a diversified portfolio, with investments in varied sectors corresponding to shopper items, monetary companies, healthcare, and expertise. The fund has a reasonably excessive threat profile, as mid-cap corporations are usually extra unstable than large-cap corporations. Nevertheless, the potential for larger returns compensates for the upper threat.
Fund Information Axis Midcap Fund – Growth
The fund’s efficiency has been comparatively sturdy over the previous few years, with returns outpacing its benchmark and friends. Nevertheless, you will need to be aware that previous efficiency shouldn’t be a assure of future outcomes and the fund’s efficiency could also be affected by varied components corresponding to market circumstances, financial developments, and company-specific occasions.
The fund is appropriate for traders who’re in search of a growth-oriented funding choice and are keen to tackle a reasonable to excessive degree of threat. It is very important be aware that mutual funds are long-term investments, and the fund’s efficiency must be evaluated over a interval of 3-5 years or extra to get a greater sense of its efficiency.
It’s all the time advisable to seek the advice of a monetary advisor earlier than investing in any mutual fund and to know the fund’s funding technique, threat profile, previous efficiency and different particulars.
RETURNS (NAV as on thirteenth January, 2023) Axis Midcap Fund – Growth
| Interval Invested for | ₹10000 Invested on | Newest Worth | Absolute Returns | Annualised Returns | Class Avg | Rank inside Class |
|---|---|---|---|---|---|---|
| 1 Week | 06-Jan-23 | 10016.80 | 0.17% | – | 0.12% | 11/31 |
| 1 Month | 13-Dec-22 | 9547.00 | -4.53% | – | -3.37% | 30/31 |
| 3 Month | 13-Oct-22 | 9737.90 | -2.62% | – | 3.21% | 28/29 |
| 6 Month | 13-Jul-22 | 10530.10 | 5.30% | – | 12.80% | 27/28 |
| YTD | 30-Dec-22 | 9891.70 | -1.08% | – | -0.55% | 25/31 |
| 1 Yr | 13-Jan-22 | 9130.70 | -8.69% | -8.69% | 0.27% | 25/28 |
| 2 Yr | 13-Jan-21 | 12734.80 | 27.35% | 12.85% | 19.54% | 25/27 |
| 3 Yr | 13-Jan-20 | 16449.80 | 64.50% | 18.03% | 21.91% | 19/26 |
| 5 Yr | 12-Jan-18 | 19024.90 | 90.25% | 13.71% | 10.42% | 4/24 |
| 10 Yr | 11-Jan-13 | 48133.20 | 381.33% | 17.00% | 17.01% | 11/21 |
| Since Inception | 18-Feb-11 | 65750.00 | 557.50% | 17.13% | 15.12% | 12/30 |
Returns Calculator Detailed Returns Evaluation
SIP RETURNS (NAV as on thirteenth January, 2023) Axis Midcap Fund – Growth
| Interval Invested for | ₹1000 SIP Began on | Investments | Newest Worth | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Yr | 13-Jan-22 | 12000 | 11946.24 | -0.45 % | -0.82 % |
| 2 Yr | 13-Jan-21 | 24000 | 24909.77 | 3.79 % | 3.61 % |
| 3 Yr | 13-Jan-20 | 36000 | 44700.24 | 24.17 % | 14.55 % |
| 5 Yr | 12-Jan-18 | 60000 | 89259.04 | 48.77 % | 15.87 % |
| 10 Yr | 11-Jan-13 | 120000 | 286783.42 | 138.99 % | 16.6 % |
Funding Technique: The Axis Midcap Fund
Development follows a bottom-up strategy to determine corporations with sturdy fundamentals and development potential. The fund managers use a mixture of quantitative and qualitative evaluation to guage corporations and choose those who have the potential to develop sooner than the common mid-cap firm. The fund’s portfolio is diversified throughout varied sectors corresponding to shopper items, monetary companies, healthcare, and expertise. The fund can also make investments a portion of its belongings in large-cap corporations.
Danger Profile: The Axis Midcap Fund
Development has a reasonably excessive threat profile, as mid-cap corporations are usually extra unstable than large-cap corporations. Nevertheless, the potential for larger returns compensates for the upper threat. It is very important be aware that mutual funds are topic to market dangers and the worth of the items could go up or down relying on the efficiency of the underlying corporations within the portfolio.
Previous Efficiency
The fund’s efficiency has been comparatively sturdy over the previous few years, with returns outpacing its benchmark and friends. Nevertheless, you will need to be aware that previous efficiency shouldn’t be a assure of future outcomes and the fund’s efficiency could also be affected by varied components corresponding to market circumstances, financial developments, and company-specific occasions.
Suitability: The Axis Midcap Fund
Development is appropriate for traders who’re in search of a growth-oriented funding choice and are keen to tackle a reasonable to excessive degree of threat. It is very important be aware that mutual funds are long-term investments, and the fund’s efficiency must be evaluated over a interval of 3-5 years or extra to get a greater sense of its efficiency.
Incessantly Requested Questions (FAQs)
Q: What’s the Axis Midcap Fund – Development?
A: The Axis Midcap Fund – Development is a mutual fund that invests in mid-cap corporations in India. The fund goals to offer long-term capital appreciation by investing in a diversified portfolio of mid-cap corporations with the potential for larger development than large-cap corporations.
Q: What’s the funding technique of the fund?
A: The fund follows a bottom-up strategy to determine corporations with sturdy fundamentals and development potential. The fund managers use a mixture of quantitative and qualitative evaluation to guage corporations and choose those who have the potential to develop sooner than the common mid-cap firm. The fund’s portfolio is diversified throughout varied sectors corresponding to shopper items, monetary companies, healthcare, and expertise. The fund can also make investments a portion of its belongings in large-cap corporations.
Q: What’s the threat profile of the fund?
A: The Axis Midcap Fund – Development has a reasonably excessive threat profile, as mid-cap corporations are usually extra unstable than large-cap corporations. Nevertheless, the potential for larger returns compensates for the upper threat. It is very important be aware that mutual funds are topic to market dangers and the worth of the items could go up or down relying on the efficiency of the underlying corporations within the portfolio.
Q: What’s the previous efficiency of the fund?
A: The fund’s efficiency has been comparatively sturdy over the previous few years, with returns outpacing its benchmark and friends. Nevertheless, you will need to be aware that previous efficiency shouldn’t be a assure of future outcomes and the fund’s efficiency could also be affected by varied components corresponding to market circumstances, financial developments, and company-specific occasions.
Q: Who ought to spend money on the fund?
A: The Axis Midcap Fund – Development is appropriate for traders who’re in search of a growth-oriented funding choice and are keen to tackle a reasonable to excessive degree of threat. It is very important be aware that mutual funds are long-term investments, and the fund’s efficiency must be evaluated over a interval of 3-5 years or extra to get a greater sense of its efficiency. It’s all the time advisable to seek the advice of a monetary advisor earlier than investing in any mutual fund and to know the fund’s funding technique, threat profile, previous efficiency and different particulars.
