1M
6M
1Y
3Y
5Y
All
| NAV: 14 Jan 2025 | ₹115.61 |
| Min. SIP amount | ₹100 |
| Rating | 3 |
| Fund size | ₹24,766.00Cr |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 16.5% | 17.8% | 26.7% | 24.6% |
| Category average | 12.8% | 16.4% | 27.7% | NA |
| Rank with in category | 11 | 14 | 16 | NA |
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Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Smallcap Fund Direct Growth | 4 | 25.7% | 22.4% | 5,376.18 |
Nippon India Small Cap Fund Direct Growth | 5 | 16.1% | 21.9% | 62,259.56 |
Tata Small Cap Fund Direct Growth | 5 | 20.8% | 21.8% | 9,319.04 |
Quant Small Cap Fund Direct Plan Growth | 4 | 12.1% | 21.6% | 26,644.74 |
Bank of India Small Cap Fund Direct Growth | 4 | 19.9% | 18.9% | 1,516.96 |
Holdings (123)
See All
Pros and cons
Category: Equity Small Cap
Pros
Consistently higher annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.54%
Cons
5Y annualised returns lower than category average by 1.08%
Expense ratio, exit load and tax
Expense ratio: 0.54%
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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Tejas ShethMay 2024 - PresentView details
Tejas Sheth
May 2024 - Present
View details
Education
Mr. Sheth has done PG Diploma in Management.
Experience
Prior to joining Axis Mutual Fund he has worked with Nippon India Mutual Fund, Emkay Global Financial Services Ltd., Fortune Financial Pvt. Ltd. and Darashaw & Co. Pvt. Ltd.
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.comCompare funds
Axis Small Cap Fund Direct Growth
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