Axis Small Cap Fund Direct Growth+0.49%

11.46%
1 Year Return
Equity
Small Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Small Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.23%
NAV37.15 (23 Oct 2020)
Fund Started29 Nov 2013
Fund Size2,930 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Small Cap Fund Direct Growth
11.5%
10.0%
13.0%
20.9%
Category Average
13.2%
-1.6%
7.0%
-
Rank within category
11
1
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 11.5% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.23%
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Galaxy Surfactants Ltd.FMCGEquity5.8%
    Fine Organic Industries Ltd.ChemicalsEquity4.3%
    Can Fin Homes Ltd.FinancialEquity4.1%
    Tata Elxsi Ltd.TechnologyEquity3.7%
    Brigade Enterprises Ltd.ConstructionEquity3.5%
    City Union Bank Ltd.FinancialEquity3.4%
    Mas Financial Services Ltd.FinancialEquity3.3%
    CCL Products (India) Ltd.FMCGEquity3.2%
    Coforge Ltd.TechnologyEquity3.1%
    JK Cement LtdConstructionEquity3.0%
    See All

    Fund Managers

    addAnupam Tiwari
    Education
    Mr. Tiwari is a Chartered Accountant.
    Experience
    Prior to joining Axis Mutual Fund he was associated with Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
    Funds Managed

    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 ₹2,930 Cr and the Latest NAV as of 23 Oct 2020 is ₹37.15.

    The Axis Small Cap Fund Direct Growth is rated Moderately 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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