Name: Axis Small Cap Fund Regular IDCW
Brand: Axis Mutual Fund

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Axis Small Cap Fund Regular IDCW
Equity
Small Cap
Very High Risk
75.58%
1Y return
+0.40% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 21 Sep 2021₹36.07
Min. SIP amountNA
Rating5star
Fund size₹7,095.11 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns75.6%29.6%21.3%25.3%
Category average102.5%18.0%16.9%NA
Rank with in category2013NA
Understand termsinfo
Holdings (58)NameSectorInstrumentAssets
Galaxy Surfactants Ltd.
FMCGEquity5.2%
Tata Elxsi Ltd.
TechnologyEquity5.1%
JK Lakshmi Cement Ltd.
ConstructionEquity4.3%
Narayana Hrudayalaya Ltd.
HealthcareEquity3.8%
CCL Products (India) Ltd.
FMCGEquity3.7%
Brigade Enterprises Ltd.
ConstructionEquity3.4%
Coforge Ltd.
TechnologyEquity3.2%
Krishna Institute Of Medical Sciences Ltd.
HealthcareEquity3.0%
Fine Organic Industries Ltd.
ChemicalsEquity3.0%
Chemplast Sanmar Ltd.
ChemicalsEquity2.9%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
1.91%
31 Jul 2021 - 31 Aug 2021
1.95%
30 Jun 2021 - 31 Jul 2021
1.99%
31 May 2021 - 30 Jun 2021
1.98%
30 Apr 2021 - 31 May 2021
1.95%
31 Mar 2021 - 30 Apr 2021
1.38%
28 Feb 2021 - 31 Mar 2021
2.06%
31 Jan 2021 - 28 Feb 2021
2.02%
31 Dec 2020 - 31 Jan 2021
2.03%
30 Nov 2020 - 31 Dec 2020
1.95%
31 Oct 2020 - 30 Nov 2020
1.97%
30 Sep 2020 - 31 Oct 2020
1.45%
31 Aug 2020 - 30 Sep 2020
2.03%
31 Jul 2020 - 31 Aug 2020
2.05%
30 Jun 2020 - 31 Jul 2020
2.05%
31 May 2020 - 30 Jun 2020
2.13%
30 Apr 2020 - 31 May 2020
2.23%
31 Mar 2020 - 30 Apr 2020
1.56%
29 Feb 2020 - 31 Mar 2020
2.01%
31 Jan 2020 - 29 Feb 2020
1.98%
31 Dec 2019 - 31 Jan 2020
2.04%
30 Nov 2019 - 31 Dec 2019
2.07%
31 Oct 2019 - 30 Nov 2019
2.23%
30 Sep 2019 - 31 Oct 2019
2.38%
31 Aug 2019 - 30 Sep 2019
2.48%
31 Jul 2019 - 31 Aug 2019
2.65%
30 Jun 2019 - 31 Jul 2019
2.67%
31 May 2019 - 30 Jun 2019
2.67%
30 Apr 2019 - 31 May 2019
2.67%
31 Mar 2019 - 30 Apr 2019
2.77%
28 Feb 2019 - 31 Mar 2019
2.53%
31 Jan 2019 - 28 Feb 2019
2.67%
31 Dec 2018 - 31 Jan 2019
2.67%
30 Sep 2018 - 31 Dec 2018
2.66%
31 Jul 2018 - 30 Sep 2018
2.69%
30 Jun 2018 - 31 Jul 2018
2.71%
31 May 2018 - 30 Jun 2018
2.29%
30 Apr 2018 - 31 May 2018
2.28%
31 Mar 2018 - 30 Apr 2018
2.29%
28 Feb 2018 - 31 Mar 2018
2.30%
31 Jan 2018 - 28 Feb 2018
2.47%
31 Dec 2017 - 31 Jan 2018
2.48%
30 Nov 2017 - 31 Dec 2017
2.49%
31 Oct 2017 - 30 Nov 2017
2.50%
Expense ratio, exit load and taxExpense ratio: 1.91%Inclusive of GST
Exit loadExit load of 1% for investments beyond 10% if redeemed within 12 months
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementAnupam Tiwari
Oct 2016 - Present
View details
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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).
Also manages these schemes
Axis Small Cap Fund Regular Growth
Axis Small Cap Fund Direct IDCW
Axis Small Cap Fund Regular IDCW
Axis Small Cap Fund Direct Growth
Axis Equity Saver Fund Direct Growth
Axis Equity Saver Fund Direct IDCW Monthly
Axis Equity Saver Fund Regular Growth
Axis Equity Saver Fund Regular IDCW Monthly
Axis Equity Saver Fund Direct IDCW Quarterly
Axis Equity Saver Fund Regular IDCW Quarterly
Axis Equity Saver Fund Direct IDCW
Axis Equity Saver Fund Regular IDCW
Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct IDCW
Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct Growth
Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular IDCW
Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular Growth
Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular Growth
Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular IDCW
Axis Emerging Opportunities Fund Series 2 (1400 Days) Direct Growth
Axis Dynamic Equity Fund Direct Growth
Axis Dynamic Equity Fund Direct IDCW
Axis Dynamic Equity Fund Regular Growth
Axis Dynamic Equity Fund Regular IDCW
Axis Capital Builder Fund Series 1 (1540 Days) Regular Growth
Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth
Axis Capital Builder Fund Series 1 (1540 Days) Regular IDCW
Axis Capital Builder Fund Series 4 (1582 Days) Direct Growth
Axis Capital Builder Fund Series 4 (1582 Days) Regular Growth
Axis Capital Builder Fund Series 4 (1582 Days) Regular IDCW
Hitesh Das
Dec 2020 - Present
View details
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Education
Mr. Das is a PGDM, M.Tech, B.Tech
Experience
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Also manages these schemes
Axis Bluechip Fund Growth
Axis Bluechip Fund IDCW
Axis Midcap Fund Growth
Axis Midcap Fund IDCW
Axis Focused 25 Fund IDCW
Axis Focused 25 Fund Growth
Axis Bluechip Fund Direct Plan Growth
Axis Bluechip Fund Direct Plan IDCW
Axis Focused 25 Direct Plan IDCW
Axis Focused 25 Direct Plan Growth
Axis Midcap Direct Plan IDCW
Axis Midcap Direct Plan Growth
Axis Small Cap Fund Regular Growth
Axis Small Cap Fund Direct IDCW
Axis Small Cap Fund Regular IDCW
Axis Small Cap Fund Direct Growth
Axis Flexi Cap Fund Direct Growth
Axis Flexi Cap Fund Direct IDCW
Axis Flexi Cap Fund Regular Growth
Axis Flexi Cap Fund Regular IDCW
Axis Growth Opportunities Fund Direct IDCW
Axis Growth Opportunities Fund Direct Growth
Axis Growth Opportunities Fund Regular IDCW
Axis Growth Opportunities Fund Regular Growth
Axis Retirement Savings Fund Aggressive Plan Direct IDCW
Axis Retirement Savings Fund Aggressive Plan Regular Growth
Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
Axis Retirement Savings Fund Conservative Plan Regular Growth
Axis Retirement Savings Fund Conservative Plan Regular IDCW
Axis ESG Equity Fund Direct Growth
Axis ESG Equity Fund Regular Growth
Axis ESG Equity Fund Regular IDCW
Axis ESG Equity Fund Direct IDCW
Axis Global Equity Alpha FoF Direct Growth
Axis Global Equity Alpha FoF Regular Growth
Axis Global Equity Alpha FoF Direct IDCW
Axis Global Equity Alpha FoF Regular IDCW
Fund house & investment objective
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Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM1,94,434.19 Cr
Date of Incorporation04 Sep 2009
Axis Small Cap Fund Regular IDCW is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 20
Axis Small Cap Fund Regular IDCW is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Ashish Naik is the Current Fund Manager of Axis Small Cap Fund Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,94,434 Cr and the Latest NAV as of 21 Sep 2021 is ₹36.07.
The Axis Small Cap Fund Regular IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Exit load of 1% for investments beyond 10% if redeemed within 12 months...Read more
Investment Objective
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
...Read more
Fund benchmarkNIFTY Smallcap 100 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
E-mail
[email protected]
Website
NA
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.com
Compare funds
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	1Y	3Y	5Y	All
Fund returns	75.6%	29.6%	21.3%	25.3%
Category average	102.5%	18.0%	16.9%	NA
Rank with in category	20	1	3	NA

Name	Sector	Instrument	Assets
Galaxy Surfactants Ltd.	FMCG	Equity	5.2%
Tata Elxsi Ltd.	Technology	Equity	5.1%
JK Lakshmi Cement Ltd.	Construction	Equity	4.3%
Narayana Hrudayalaya Ltd.	Healthcare	Equity	3.8%
CCL Products (India) Ltd.	FMCG	Equity	3.7%
Brigade Enterprises Ltd.	Construction	Equity	3.4%
Coforge Ltd.	Technology	Equity	3.2%
Krishna Institute Of Medical Sciences Ltd.	Healthcare	Equity	3.0%
Fine Organic Industries Ltd.	Chemicals	Equity	3.0%
Chemplast Sanmar Ltd.	Chemicals	Equity	2.9%

Rating	5
Fund size	₹7,095.11 Cr