Axis Small Cap Fund Regular Growth

Equity
Small Cap
Very High Risk
36.59%
3Y annualised
+1.50% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Mar 2023₹61.69
Min. SIP amountNot Supported
Rating5
Fund size₹11,462.59Cr

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
1Y3Y5YAll
Fund returns0.5%36.6%17.6%21.5%
Category average-0.5%41.7%12.2%NA
Rank with in category13191NA
Understand terms

Holdings (74)

NameSectorInstrumentAssets
Narayana Hrudayalaya Ltd.HealthcareEquity4.4%
Galaxy Surfactants Ltd.ChemicalsEquity3.5%
Fine Organic Industries Ltd.ChemicalsEquity3.5%
CCL Products (India) Ltd.Consumer StaplesEquity3.5%
Brigade Enterprises Ltd.ConstructionEquity3.4%
Blue Star Ltd.Consumer DiscretionaryEquity3.2%
Krishna Institute of Medical Sciences LtdHealthcareEquity2.9%
JK Lakshmi Cement Ltd.ConstructionEquity2.8%
Cholamandalam Financial Holdings Ltd.FinancialEquity2.7%
Birlasoft Ltd.TechnologyEquity2.6%
See All

Expense ratio, exit load and tax

Expense ratio: 1.91%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Anupam Tiwari
Oct 2016 - Present
View details

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

Vinayak Jayanath
Jan 2023 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
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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