Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Larger AUM within category. ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | ![]() 5Y returns in the bottom 25% of the category. ![]() 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | 8/19 | 6/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 31384 Cr | 57375 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.55% | 0.37% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE Midcap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | 98 | 64 | ||
Top 5 Holdings | Fortis Healthcare Ltd (3.63%) Coromandel International Ltd (3.11%) JK Cement Ltd (2.59%) Indian Hotels Co Ltd (2.55%) Bharti Hexacom Ltd (2.42%) | Fortis Healthcare Ltd (3.69%) GE Vernova T&D India Ltd (3.61%) Dixon Technologies (India) Ltd (3.24%) Mphasis Ltd (3.21%) Ipca Laboratories Ltd (3.06%) | ||
No of Sectors | 11 | 12 | ||
Top 3 Sectors | Consumer Cyclical (21.71%) Industrial (17.23%) Financial Services (16.08%) | Consumer Cyclical (20.07%) Industrial (15.82%) Tech (14.74%) | ||
Equity % | 91.8% | 97.96% | ||
Debt % | - | - | ||
P/E | 39.67 | 30.37 | ||
P/B | 6.56 | 4.92 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 0.02% | 0.06% | ||
3-Month Return | 2.18% | 4.2% | ||
6-Month Return | 19.14% | 24.2% | ||
1-Year Return | -0.07% | 2.13% | ||
3-Year Return | 18.96% | 22.33% | ||
5-Year Return | 22.77% | 27.99% |
Sharpe | 0.94 | 1.11 | ||
Alpha | -0.72 | 1.49 | ||
Beta | 0.81 | 0.89 | ||
Standard Deviation | 14.26 | 15.11 | ||
Information Ratio | -0.7 | -0.05 |
Description | Axis Midcap Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Kotak Midcap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Krishnaa N,Shreyash Devalkar,Nitin Arora | Atul Bhole |