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- The document discusses whether to invest a lump sum amount or through systematic investment plans (SIP) in the Axis Mid-Cap Fund.
- It provides details on the Axis Mid-Cap Fund such as its large assets under management, higher long-term returns, low expense ratio and good ratings.
- A table shows the 1, 2, 3 and 5 year returns of Axis Mid-Cap Fund compared to other mid-cap funds. Axis Mid-Cap Fund has returns of -4.25%, 7.08%, 10.10% and 11.67% for the periods shown.
- The document discusses whether to invest a lump sum amount or through systematic investment plans (SIP) in the Axis Mid-Cap Fund.
- It provides details on the Axis Mid-Cap Fund such as its large assets under management, higher long-term returns, low expense ratio and good ratings.
- A table shows the 1, 2, 3 and 5 year returns of Axis Mid-Cap Fund compared to other mid-cap funds. Axis Mid-Cap Fund has returns of -4.25%, 7.08%, 10.10% and 11.67% for the periods shown.
- The document discusses whether to invest a lump sum amount or through systematic investment plans (SIP) in the Axis Mid-Cap Fund.
- It provides details on the Axis Mid-Cap Fund such as its large assets under management, higher long-term returns, low expense ratio and good ratings.
- A table shows the 1, 2, 3 and 5 year returns of Axis Mid-Cap Fund compared to other mid-cap funds. Axis Mid-Cap Fund has returns of -4.25%, 7.08%, 10.10% and 11.67% for the periods shown.
• Case 1: I am keen to start investing in equities since the markets have
corrected. Should I put in all my money through you on Monday as
soon as the Market open? Or should I do an SIP? Why Axis Mid-Cap Fund? • Huge Amount of AUM (Rs. 2655.82 Cr) • Higher Return in Long Run • Low Expense Ratio (0.85%) • Good Rating by CRISIL Comparison with Benchmark Historic Returns - Mid Cap Fund Performance Tracker| Mutual funds with Highest Returns - Moneycontrol.com Scheme Name 1 Year 2 Years 3 Years 5 Years Axis Midcap Fund - GrowthMid Cap Fund -4.25% 7.08% 10.10% 11.67% Tata Mid Cap Growth Fund - Regular Plan - GrowthMid Cap Fund -4.61% -0.76% 6.16% 11.23% Reliance Growth Fund - GrowthMid Cap Fund -7.10% -1.54% 6.07% 9.61% Kotak Emerging Equity - GrowthMid Cap Fund -9.67% -1.50% 5.57% 13.43% DSP Midcap Fund - Regular Plan - GrowthMid Cap Fund -9.77% -1.61% 5.86% 12.49% Invesco India Mid Cap Fund - GrowthMid Cap Fund -11.36% 0.15% 5.99% 10.70% Franklin India Prima Fund - GrowthMid Cap Fund -9.56% -1.59% 4.94% 11.89% BNP Paribas Mid Cap Fund - GrowthMid Cap Fund -9.92% -5.11% 2.57% 9.47% ICICI Prudential MidCap Fund - GrowthMid Cap Fund -10.45% -1.99% 5.60% 9.35% Baroda Mid-cap Fund - Plan A - GrowthMid Cap Fund -13.82% -3.05% 4.49% -0.31% Edelweiss Mid Cap Fund - Regular Plan - GrowthMid Cap Fund -13.93% -1.93% 5.12% 11.33% HDFC Mid-Cap Opportunities Fund - GrowthMid Cap Fund -14.73% -3.76% 4.70% 11.10% L&T Midcap Fund - GrowthMid Cap Fund -15.49% -5.25% 6.90% 12.63% Taurus Discovery (Midcap) Fund - GrowthMid Cap Fund -17.02% -3.35% 4.76% 9.98% Motilal Oswal Midcap 30 Fund - GrowthMid Cap Fund -12.98% -4.52% 1.16% 10.45% Sundaram Mid Cap Fund - GrowthMid Cap Fund -15.19% -6.62% 2.27% 10.49% UTI Mid Cap Fund - GrowthMid Cap Fund -15.75% -5.67% 0.75% 8.62% Aditya Birla Sun Life Midcap Fund - Regular Plan - GrowthMid Cap Fund -16.69% -7.55% 1.74% 9.45% SBI Magnum Midcap Fund - GrowthMid Cap Fund -13.11% -7.72% -1.26% 8.70% Quant Mid Cap Fund - GrowthMid Cap Fund -14.09% -1.37% 2.61% 6.24% DHFL Pramerica Midcap Opportunities Fund - GrowthMid Cap Fund -18.24% -7.69% -0.25% 5.13% Sahara Midcap Fund - GrowthMid Cap Fund -9.82% -4.90% 5.30% 8.46% Axis Emerging Opportunities Fund - Series 1 (1400 Days) - GrowthMid Cap Fund -9.85% -0.70% - - Axis Emerging Opportunities Fund - Series 2 (1400 Days) - GrowthMid Cap Fund -10.97% -1.13% - - Mahindra Unnati Emerging Business Yojana - Regular Plan - GrowthMid Cap Fund -11.35% - - - Aditya Birla Sun Life Emerging Leaders Fund - Series 4 - Regular Plan - GrowthMid Cap Fund -17.07% -9.57% -1.23% 6.20% IDBI Midcap Fund - GrowthMid Cap Fund -19.26% -8.06% - - Aditya Birla Sun Life Emerging Leaders Fund - Series 7 - Regular Plan - GrowthMid Cap Fund -25.79% -15.39% -4.76% - Mirae Asset Midcap Fund - Regular Plan - GrowthMid Cap Fund - - - - THANK YOU