Fund Details
Axis Small Cap Fund Direct Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.36% |
| NAV | ₹51.83 (11 May 2021) |
|---|---|
| Fund Started | 29 Nov 2013 |
| Fund Size | ₹4,854 Cr |
Returns
Comparison
1. Lower expense ratio - 0.36%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Galaxy Surfactants Ltd. | FMCG | Equity | 6.2% |
| Tata Elxsi Ltd. | Technology | Equity | 5.0% |
| Brigade Enterprises Ltd. | Construction | Equity | 4.0% |
| Fine Organic Industries Ltd. | Chemicals | Equity | 3.7% |
| Can Fin Homes Ltd. | Financial | Equity | 3.5% |
| JK Lakshmi Cement Ltd. | Construction | Equity | 3.5% |
| JK Cement Ltd | Construction | Equity | 3.0% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 2.9% |
| Blue Star Ltd. | Cons Durable | Equity | 2.8% |
| PNC Infratech Ltd. | Services | Equity | 2.8% |
Fund Managers
Axis Small Cap Fund Direct Growth Details
Axis Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 29 Nov 2013. Ashish Naik is the Current Fund Manager of Axis Small Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,854 Cr and the Latest NAV as of 11 May 2021 is ₹51.83.
The Axis Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% for investments beyond 10% if redeemed within 12 months
Investment Objective
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Tax Implications
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.
