Pros | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Outperformed benchmarks during bull run. ![]() Larger AUM within category. ![]() 5Y returns in the top 25% of the category. | ||
Cons | ![]() 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | 13/19 | 4/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 11 Years | 11 Years | ||
Fund Size | 30144 Cr | 30839 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.53% | 0.81% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE Midcap TR INR | S&P BSE Midcap TR INR |
No of Holdings | 99 | 97 | ||
Top 5 Holdings | Supreme Industries Ltd (3.54%) Trent Ltd (3.51%) Cholamandalam Investment and Finance Co Ltd (3.2%) Cummins India Ltd (3.18%) UNO Minda Ltd (3.09%) | Power Finance Corp Ltd (3.3%) Cholamandalam Financial Holdings Ltd (2.89%) Supreme Industries Ltd (2.33%) Prestige Estates Projects Ltd (2.29%) Persistent Systems Ltd (2.2%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Industrial (23.79%) Consumer Cyclical (23.04%) Financial Services (15.34%) | Financial Services (22.32%) Consumer Cyclical (20.69%) Industrial (19.38%) | ||
Equity % | 98.09% | 98.44% | ||
Debt % | - | - | ||
P/E | 37.57 | 29.07 | ||
P/B | 6.97 | 4.43 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 0.25% | 2.81% | ||
3-Month Return | 15.66% | 16.06% | ||
6-Month Return | 27.81% | 24.53% | ||
1-Year Return | 44.94% | 57.35% | ||
3-Year Return | 21.34% | 29.5% | ||
5-Year Return | 27.1% | 31.17% |
Sharpe | 1.18 | 1.59 | ||
Alpha | -0.7 | 4.13 | ||
Beta | 0.8 | 0.91 | ||
Standard Deviation | 13.61 | 14.39 | ||
Information Ratio | -0.81 | 0.7 |
Description | Axis Midcap Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Nippon India Growth Fund - Direct Plan - Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Shreyash Devalkar | Sanjay Doshi,Kinjal Desai |