1M
6M
1Y
All
| NAV: 10 Jan 2025 | ₹17.85 |
| Min. SIP amount | ₹100 |
| Rating | NA |
| Fund size | ₹441.10Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Small Cap
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | -7.7% | -3.4% | 15.3% | 78.5% |
| Category average | NA | NA | 18.6% | NA |
| Rank with in category | 30 | 24 | 34 | NA |
Understand terms
Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Smallcap Fund Direct Growth | 4 | 29.6% | 24.1% | 5,376.18 |
Nippon India Small Cap Fund Direct Growth | 5 | 20.0% | 23.6% | 62,259.56 |
Tata Small Cap Fund Direct Growth | 5 | 25.2% | 22.9% | 9,319.04 |
Quant Small Cap Fund Direct Plan Growth | 4 | 15.8% | 22.6% | 26,644.74 |
Bank of India Small Cap Fund Direct Growth | 4 | 24.3% | 20.5% | 1,516.96 |
Holdings (50)
See All
Pros and cons
Category: Equity Small Cap
Pros
Exit load is zero
Lower expense ratio: 0.27%
Cons
1Y annualised returns lower than category average by 3.27%
Expense ratio, exit load and tax
Expense ratio: 0.27%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Karthik KumarAug 2023 - PresentView details
Karthik Kumar
Aug 2023 - Present
View details
Education
Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)
Experience
Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong
Also manages these schemes
Mayank HyankiApr 2024 - PresentView details
Mayank Hyanki
Apr 2024 - Present
View details
Fund house & investment objective
Fund house contact details
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NAWebsite
www.axismf.com
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Axis Nifty Smallcap 50 Index Fund Direct Growth
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