AXIS Small Cap Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 40.2% | 24.3% | 31.2% | 25.8% | ||||
| Category Average | 59% | 25.9% | 31.3% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment. |
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Fund Objective
Axis Small Cap Fund is a small-cap mutual fund established in 1994 by Rajesh Kumar, the Fund’s Chairman. L.V. Raju manages the Fund. Axis Small Cap Fund is a multi-bagger and has given outstanding returns in the past 27 years.
The Axis Small Cap Fund is a mutual fund with an investment objective of generating returns corresponding to the returns in the small-cap segment of the Indian equity market. The Fund takes a large-cap approach to small-cap stocks and invests in companies with large market capitalisations.
The founder of the Axis Small Cap Fund is Pankaj Murarka, a well-known, long-term professional investor with rich and diversified experience, including in the small-cap segment.
Since its inception, the Fund has posted a 21.07% CAGR. So, if you are looking for a small-cap fund for your portfolio, you might be Fund.
Pros & Cons
| Pros | Cons |
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| The Axis Small Cap Fund is an excellent option for investors who are looking to get exposure to small-cap stocks. | Axis small-cap stocks tend to be more volatile than large-cap stocks. |
| The fund is managed by an experienced team of fund managers who have a deep understanding of the small-cap space. | Axis small-cap stocks are not as well known as large-cap stocks. |
| The fund focuses on investing in companies that have the potential for growth and are trading at a fair price. | Small-cap stocks generally have less liquidity than large-cap stocks, so it may be more difficult to sell your shares if you need to. |
| Investors in the Axis Small Cap Fund can expect to get good returns from their investment over the long term. |
Who Should Invest in Axis Small Cap Fund?
If you’re looking for a small-cap mutual fund with a proven track record of outperforming the market, consider investing in the Axis Small Cap Fund. This fund has consistently outperformed its benchmark index, the BSE Small Cap Index, since its inception in 2006.
The fund’s investment strategy is focused on finding high-quality small-cap companies that have the potential to grow at a faster rate than the market. The fund managers use a bottom-up approach to stock selection and place great emphasis on company fundamentals and management quality.
The Axis Small Cap Fund is a good choice for investors looking for long-term capital growth. It is also suitable for investors willing to take on higher risk in pursuit of higher returns.
What are the Benefits of Investing in Axis Small Cap Fund?
Small-cap stocks have the potential to offer more remarkable growth than large-cap stocks, making them an attractive investment option. The Axis Small Cap Fund seeks to capitalise on this by investing in a portfolio of small-cap stocks.
The fund has a strong track record, outperforming its benchmark over the past five years. This has been achieved through a disciplined investment process, which includes detailed research and a focus on quality companies.
The Axis Small Cap Fund is a top-performing fund in its category and is well-positioned to continue delivering solid returns in the future.
Fund Managers
Shreyash Devalkar - Funds and Content Listing - Senior Fund Manager
With 18 years of work experience, Mr Shreyas Devalkar handles Funds and Content Listing at Axis Mutual Fund. His current designation is Senior Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in November 2016. Before joining Axis AMC, he worked with BNP Paribas Asset Management (India) Pvt. Ltd. as Fund Manager – Equity, IDFC AMC as VP Research – Equity Analyst, IDFC Securities as VP Research – Equity Analyst, and JP Morgan as Credit Analyst.
Mr Shreyas Devalkar’s educational qualifications include MBA (Management) from Jamnalal Bajaj Institute of Management Studies, Bachelor in Chemical Engineering from University Department of Chemical Technology, Mumbai, and HSC from D G Ruparel College. His areas of interest include equity research, financial modelling, portfolio management, etc.
Mr Shreyas Devalkar manages four (4) schemes at Axis Mutual Fund, including Axis Bluechip Fund and Axis Flexi Cap Fund.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Equity .
- Small Cap .
-
- 56,468
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55.2%Fund Size - 56,468
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33%Fund Size - 56,468
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38.2%Fund Size - 56,468
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- Equity .
- Small Cap .
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- 22,967
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60.9%Fund Size - 22,967
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31.6%Fund Size - 22,967
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46.7%Fund Size - 22,967
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- Equity .
- Small Cap .
-
- 14,023
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56.6%Fund Size - 14,023
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31.2%Fund Size - 14,023
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31.2%Fund Size - 14,023
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- Equity .
- Small Cap .
-
- 31,522
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39.3%Fund Size - 31,522
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26.2%Fund Size - 31,522
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29.6%Fund Size - 31,522
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- Equity .
- Small Cap .
-
- 15,244
-
39.9%Fund Size - 15,244
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25.2%Fund Size - 15,244
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32%Fund Size - 15,244
AMC Contact Details
More Funds from Axis Mutual Fund
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Other .
- FoFs Domestic .
-
- 501
-
22.1%Fund Size - 501
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14.5%Fund Size - 501
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15.2%Fund Size - 501
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- Equity .
- Mid Cap .
-
- 30,143
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44.9%Fund Size - 30,143
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21.3%Fund Size - 30,143
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27.1%Fund Size - 30,143
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- Equity .
- Large & Mid Cap .
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- 13,274
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39.7%Fund Size - 13,274
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19.2%Fund Size - 13,274
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25.3%Fund Size - 13,274
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- Debt .
- Fixed Maturity Plans .
-
- 110
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11.2%Fund Size - 110
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14.5%Fund Size - 110
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14%Fund Size - 110
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- Debt .
- Fixed Maturity Plans .
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- 565
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11.2%Fund Size - 565
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14.5%Fund Size - 565
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14%Fund Size - 565
Mutual Funds By Category
Equity
Debt
Hybrid
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Equity .
- Large Cap .
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- 29,533
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37.9%Fund Size - 29,533
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26.1%Fund Size - 29,533
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22%Fund Size - 29,533
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- Equity .
- Large Cap .
-
- 2,120
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42.2%Fund Size - 2,120
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21.5%Fund Size - 2,120
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21.7%Fund Size - 2,120
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- Equity .
- Large Cap .
-
- 13,930
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32.1%Fund Size - 13,930
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17.7%Fund Size - 13,930
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21.5%Fund Size - 13,930
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- Equity .
- Large Cap .
-
- 59,364
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38.6%Fund Size - 59,364
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22.4%Fund Size - 59,364
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21.4%Fund Size - 59,364
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- Equity .
- Large Cap .
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- 8,847
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34.6%Fund Size - 8,847
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18.6%Fund Size - 8,847
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21.1%Fund Size - 8,847
Frequently Asked Questions
How to invest in AXIS Small Cap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Small Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of AXIS Small Cap Fund – Direct Growth ?
How to redeem AXIS Small Cap Fund – Direct Growth holding ?
What is the minimum sip amount of AXIS Small Cap Fund – Direct Growth?
What are the top sectors AXIS Small Cap Fund – Direct Growth has invested in?
- Industrial Products - 9.25%
- Debt - 8.61%
- Auto Components - 8.14%
- Finance - 8.09%
- Chemicals & Petrochemical - 7.09%
Can I make investments in both the SIP and Lump Sum schemes of AXIS Small Cap Fund – Direct Growth?
What is PE Ratio of AXIS Small Cap Fund – Direct Growth ?
How much returns have AXIS Small Cap Fund – Direct Growth generated ?
What is the expense ratio of AXIS Small Cap Fund – Direct Growth ?
What is the AUM of AXIS Small Cap Fund – Direct Growth?
What are the top stock holdings of AXIS Small Cap Fund – Direct Growth?
- Brigade Enterpr. - 4.33%
- Blue Star - 3.71%
- Chola Financial - 3.36%
- Birlasoft Ltd - 2.57%
- Ahluwalia Contr. - 2.2%
How can I redeem my investments in AXIS Small Cap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Small Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock in period for AXIS Small Cap Fund - Direct Growth?
No, there is no lock in period for AXIS Small Cap Fund – Direct Growth.