Home>Mutual Funds>Axis Mutual Fund>Axis Small Cap Fund Direct Growth

Axis Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
35.06%
3Y annualised
-1.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Oct 2021₹64.18
Min. SIP amount₹500
Rating5star
Fund size₹7,302.98 Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns72.3%35.1%21.9%26.5%
Category average102.5%18.0%16.9%NA
Rank with in category2432NA
Understand termsinfo

Holdings (58)

NameSectorInstrumentAssets
TechnologyEquity5.6%
FMCGEquity5.3%
ConstructionEquity4.1%
ConstructionEquity3.6%
FMCGEquity3.4%
HealthcareEquity3.4%
ChemicalsEquity3.2%
ChemicalsEquity3.0%
ConstructionEquity2.8%
TechnologyEquity2.8%
See All

Pros and cons

info
Category: Equity Small Cap
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Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 12.53 The fund has generated returns higher than benchmark - NIFTY Smallcap 100 TRI - in the last 3Y
Lower expense ratio: 0.38%
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Cons

Higher AUM: 7302Cr. Funds with a higher AUM tend to have lower returns in the future
1Y annualised returns lower than category average by 26.97%

Expense ratio, exit load and tax

Expense ratio: 0.38%

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
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
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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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