Axis Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
29.79%
3Y annualised
+1.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Sep 2022₹70.75
Min. SIP amount₹500
Rating5
Fund size₹10,436.00Cr

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
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.9%29.8%21.5%24.8%
Category average2.9%29.1%13.7%NA
Rank with in category7121NA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
Fine Organic Industries Ltd.ChemicalsEquity5.0%
Galaxy Surfactants Ltd.ChemicalsEquity5.0%
Narayana Hrudayalaya Ltd.HealthcareEquity4.0%
Brigade Enterprises Ltd.ConstructionEquity3.9%
Birlasoft Ltd.TechnologyEquity3.5%
CCL Products (India) Ltd.Consumer StaplesEquity3.3%
Krishna Institute Of Medical Sciences Ltd.HealthcareEquity2.8%
Blue Star Ltd.Consumer DiscretionaryEquity2.6%
City Union Bank Ltd.FinancialEquity2.6%
RHI Magnesita India Ltd.ConstructionEquity2.4%
See All

Pros and cons

Category: Equity Small Cap

Pros

Cons

1Y and 5Y annualised returns higher than category average
Higher AUM: 10435Cr. Funds with a higher AUM tend to have lower returns in the future
Higher alpha: 7.0 The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y
3Y annualised returns lower than category average by 0.05%
Lower expense ratio: 0.52%

Expense ratio, exit load and tax

Expense ratio: 0.52%

Inclusive of GST

Exit load

Exit load of 1% for investments beyond 10% if redeemed within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹100
Min. for SIP₹500

Fund management

Anupam Tiwari
Oct 2016 - Present
View details

Education
Mr. Tiwari is a Chartered Accountant.
Experience
Prior to joining Axis Mutual Fund he was associated with Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Also manages these schemes

Hitesh Das
Dec 2020 - Present
View details

Education
Mr. Das is a PGDM, M.Tech, B.Tech
Experience
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
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,

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