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Axis Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
92.17%
1Y return
-0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹61.09
Min. SIP Amount₹500
Rating5star
Fund Size₹6,008.74 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns92.2%28.9%22.3%26.6%
Category average102.5%18.0%16.9%NA
Rank with in category2213NA
Understand termsinfo

Holdings (54)

NameSectorInstrumentAssets
Galaxy Surfactants Ltd.FMCGEquity5.9%
Tata Elxsi Ltd.TechnologyEquity5.6%
JK Lakshmi Cement Ltd.ConstructionEquity4.1%
CCL Products (India) Ltd.FMCGEquity3.9%
Narayana Hrudayalaya Ltd.HealthcareEquity3.9%
Fine Organic Industries Ltd.ChemicalsEquity3.4%
Brigade Enterprises Ltd.ConstructionEquity3.3%
Coforge Ltd.TechnologyEquity3.0%
PNC Infratech Ltd.ConstructionEquity2.9%
Ahluwalia Contracts (India) Ltd.ConstructionEquity2.7%
See All

Pros and cons

Category: Equity Small Cap

Pros

  • Lower expense ratio - 0.42%
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • 1Y Returns are lower than the category average returns
  • Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount

Expense ratio, exit load and tax

Expense ratio: 0.42%

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 termsinfo

Minimum investment amounts

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

Fund management

Anupam Tiwari
Oct 2016 - Present
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Hitesh Das
Dec 2020 - Present
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Fund house & investment objective

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Fund house contact details

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