1M
6M
1Y
3Y
All
| NAV: 25 Apr 2025 | ₹16.99 |
| Min. SIP amount | ₹100 |
| Rating | 1 |
| Fund size | ₹430.80Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
6 months
1 year
3 years
Total investment of ₹0
Would have become ₹0 (-0.00%)
Holdings (50)
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Small Cap
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 2.1% | 18.8% | 18.5% |
| Category average | NA | 4.1% | 17.9% | NA |
| Rank with in category | NA | 21 | 15 | NA |
Understand terms
Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Smallcap Fund Direct Growth | 4 | 11.4% | 24.1% | 5,884.64 |
Nippon India Small Cap Fund Direct Growth | 4 | 2.5% | 22.5% | 55,490.73 |
Tata Small Cap Fund Direct Growth | 5 | 5.4% | 22.4% | 9,203.23 |
Franklin India Smaller Companies Fund Direct Growth | 4 | 0.2% | 22.1% | 11,969.61 |
Quant Small Cap Fund Direct Plan Growth | 5 | -4.5% | 21.8% | 24,892.62 |
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
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
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,
Website
www.karvymfs.comPros and cons
Category: Equity Small Cap
Pros
Exit load is zero
Lower expense ratio: 0.27%
Consistently higher annualised returns than category average for the past 1Y and 3Y
Cons
Low rating: 1
Compare funds
Axis Nifty Smallcap 50 Index Fund Direct Growth
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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