Axis Mid Cap Fund

An open ended equity scheme predominantly investing in Mid Cap stocks

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Mid Cap Mutual Funds are equity funds that invest in the mid-sized companies of India. The companies are some of the fastest-growing companies in India and are at a stage today's leaders were a few years back. Midcap Category is from 101st to 250th company market capitalization.

 

 

 

 

 

 

 

 

 

 

 

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Benefits of  Investing in Axis Mid Cap Fund​

• The mid cap mutual fund invests predominantly in midcap companies.

• Midcap companies have the potential to deliver superior returns due to potential of faster earnings growth.

• Having said that, such companies are emerging companies and hence it is crucial to be vigilant about their business and growth prospects and hence carry risk.

• Axis Mid Cap Fund has an actively managed portfolio diversified across sectors for keep the risk well managed.

• Allows you to complement your portfolio focusing on large cap companies.

• Asset Class benefit- Equity as an asset class holds potential to beat inflation and generate long term wealth.

• Target Goals- Long-term goals such as children's education & their future, retirement or any other long term growth that needs wealth creation plan.

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Axis Mid Cap Fund

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Investment Focus:

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• The fund aims to target the quality midcaps to create an actively managed diversified portfolio

• Quality mid cap companies combine the flexible, innovative, high-growth features of mid and small size companies with the proven management and liquidity of quality companies

• Bottom-up stock selection process, focusing on appreciation potential of individual stocks from a fundamental perspective.

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What the funds look for? 

• Innovative & entrepreneurial companies with experienced management

•  Market leaders in emerging industries or higher growth companies in established businesses

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Investment Objective 

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To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies

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• Invest atleast 65% in Mid Cap Stocks

• Risk management embedded in the investment process

• Combines growth potential of midcaps with track record of large caps

• Focused on emerging sectors/businesses that have potential to deliver high growth

 

 

Investing Facts :

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Fund Manager:

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Mr.Shreyash Devalkar, 19 years of experience in financial markets. He has been managing this fund since 23rd November 2016.

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Nitin Arora, over 12 years of experience in financial market. He has been managing this fund since 3rd August 2023.

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Vinayak Jayanath with over 6 years of experience in financial market. He has been managing this fund since 17th January 2023

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