Is It the Right Time to Invest in Midcaps? | Axis Midcap Fund Strategy ft. Shreyash Devalkar

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💡 Is now the RIGHT time to invest in Midcap Funds? In this exclusive webinar, Mr. Shreyash Devalkar, Fund Manager at Axis Mutual Fund, shares his in-depth outlook on the midcap segment, the investment philosophy behind Axis Midcap Fund, and what lies ahead for investors navigating today's dynamic market.


Hosted by Shikha Vageria, this power-packed session answers the questions every midcap investor is asking right now.

TOPICS COVERED IN THIS WEBINAR:

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✅ Introduction & Welcome

✅ Midcap Outlook — Where Is the Market Headed?

✅ Investment Strategy — How Does Axis Midcap Fund Manage Its Portfolio?

✅ Current Sector Positioning — Overweight & Underweight Calls with Views

✅ The Recent Performance Uptick — What Caused the Earlier Dip & Why It's Recovered

✅ Should YOU Invest in Midcaps Now? Expert Advice for Investors

✅ Audience Q&A & Closing Thoughts

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🎙️ SPEAKER:

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Mr. Shreyash Devalkar -   / shreyash-devalkar-2a00502   is a seasoned fund manager at Axis Mutual Fund with deep expertise in equity markets, particularly in the midcap and multicap space. Known for his disciplined, research-driven investment approach, Shreyash has consistently focused on identifying quality businesses with sustainable competitive advantages and strong earnings visibility.




🎤 HOST: Shikha Vageria
  / shikha-vageria-527a857b  

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📊 KEY HIGHLIGHTS FROM THE SESSION:

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🔹 Midcap valuations — are they stretched or still attractive?

🔹 How Axis Midcap Fund selects stocks using a quality-growth framework

🔹 Which sectors are being overweighted and why — Healthcare, Financials, IT & more

🔹 What triggered the fund's earlier underperformance and the catalysts behind its recent recovery

🔹 Portfolio Turnover Ratio (PTR) insights and what it means for long-term investors

🔹 The role of midcaps in a diversified investment portfolio

🔹 Risk management approach in a volatile midcap environment

🔹 Whether SIPs or lump sum investments make more sense in the current market scenario



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💰 WHY MIDCAPS? WHY NOW?

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Midcap companies occupy a unique sweet spot in the Indian equity universe — they have the growth potential of small caps combined with relatively better stability compared to the small cap segment. The Nifty Midcap 150 index has historically delivered strong long-term returns, making midcap funds a compelling consideration for investors with a 5–7 year horizon.



However, midcaps are also known for their volatility. Understanding the fund's strategy, positioning, and the macro environment is critical before making an investment decision. This webinar gives you everything you need to make an informed choice.



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🏦 ABOUT AXIS MIDCAP FUND:

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Axis Midcap Fund is an open-ended equity scheme predominantly investing in midcap stocks. The fund follows a bottom-up stock picking approach focusing on quality businesses with strong management, clean balance sheets, and sustainable earnings growth.



📌 Fund Category: Midcap Fund

📌 Fund Manager: Mr. Shreyash Devalkar

📌 Benchmark: Nifty Midcap 150 TRI



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⚠️ DISCLAIMER:

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Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results. The views expressed by the fund manager are as of the date of the webinar and are subject to change. This video is for educational and informational purposes only and does not constitute investment advice.



Investors are requested to consult their financial advisors before making any investment decisions.



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