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F&O
1M
6M
1Y
3Y
All
NAV: 01 Oct 2025
₹18.01
Rating
3
Min. SIP amount
₹100
Fund size
₹509.75Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (50)
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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 | -8.7% | 25.3% | 18.0% |
| Category average | NA | -8.6% | 20.2% | NA |
| Rank with in category | NA | 20 | 5 | NA |
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Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | 5 | -3.4% | 31.1% | 14,561.74 |
Invesco India Smallcap Fund Direct Growth | 5 | -2.3% | 26.1% | 7,717.78 |
Quant Small Cap Fund Direct Plan Growth | 4 | -9.4% | 25.3% | 28,758.03 |
Nippon India Small Cap Fund Direct Growth | 4 | -8.0% | 23.6% | 64,821.04 |
Franklin India Small Cap Fund Direct Growth | 4 | -10.3% | 22.4% | 13,302.32 |
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Small Cap
Pros
Exit load is zero
Lower expense ratio: 0.27%
3Y annualised returns higher than category average by 5.12%
Cons
1Y annualised returns lower than category average by 0.12%
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