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Axis Small Cap Fund Direct Growth+0.27%

85.35%
1 Year Return
Equity
Small Cap
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Small Cap Fund Direct Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio0.36%
NAV₹51.83 (11 May 2021)
Fund Started29 Nov 2013
Fund Size4,854 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
87.6%
20.5%
20.2%
16.3%
Category Average
83.9%
5.8%
13.9%
-
Rank Within Category
23
1
3
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 85.3% returns per annum

Comparison

Data not available
Pros
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
Cons
1. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Galaxy Surfactants Ltd.FMCGEquity6.2%
Tata Elxsi Ltd.TechnologyEquity5.0%
Brigade Enterprises Ltd.ConstructionEquity4.0%
Fine Organic Industries Ltd.ChemicalsEquity3.7%
Can Fin Homes Ltd.FinancialEquity3.5%
JK Lakshmi Cement Ltd.ConstructionEquity3.5%
JK Cement LtdConstructionEquity3.0%
Narayana Hrudayalaya Ltd.HealthcareEquity2.9%
Blue Star Ltd.Cons DurableEquity2.8%
PNC Infratech Ltd.ServicesEquity2.8%
See All

Fund Managers

Anupam Tiwari
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Hitesh Das
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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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹100
Min for Second Investment
Exit load of 1% for investments beyond 10% if redeemed within 12 months
Exit Load

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About Axis Mutual Fund

Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
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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