AXIS Small Cap Fund – Direct Growth

Equity · Small Cap
 · ★★★★★
100
Min SIP
100
Min Lumpsum
0.55 %
Expense Ratio
★★★★★
Rating
15,847
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 25 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 21% 35.1% 25.3% 24.7%
Category Average 34.8% 36.4% 18.3% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
82.69%
View all Holdings
Holdings Sector Instrument Asset
Narayana Hrudaya Healthcare Equity 4.43%
Birlasoft Ltd IT - Software Equity 3.53%
Chola Financial Finance Equity 3.32%
Krishna Institu. Healthcare Equity 3.06%
Brigade Enterpr. Realty Equity 2.97%
Galaxy Surfact. FMCG Equity 2.89%
CCL Products Plantation & Plantation Products Equity 2.77%
Fine Organic Chemicals Equity 2.62%
Can Fin Homes Finance Equity 2.49%
Blue Star Consumer Durables Equity 2.38%
CIE Automotive Castings, Forgings & Fastners Equity 2.36%
JK Lakshmi Cem. Cement Equity 2.04%
RHI Magnesita Refractories Equity 2%
Chemplast Sanmar Chemicals Equity 1.9%
J B Chem & Pharm Pharmaceuticals Equity 1.81%
Ahluwalia Contr. Realty Equity 1.8%
MTAR Technologie Engineering Equity 1.67%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 1.63%
Craftsman Auto Auto Ancillaries Equity 1.59%
Persistent Sys IT - Software Equity 1.56%
Vesuvius India Refractories Equity 1.49%
Data Pattern Electronics Equity 1.47%
Kaynes Tech Consumer Durables Equity 1.43%
Tata Motors Automobile Equity 1.38%
City Union Bank Banks Equity 1.37%
CreditAcc. Gram. Finance Equity 1.37%
Coforge IT - Software Equity 1.34%
KPIT Technologi. IT - Software Equity 1.32%
Phoenix Mills Realty Equity 1.31%
Neogen Chemicals Chemicals Equity 1.31%
Rolex Rings Auto Ancillaries Equity 1.28%
Mrs Bectors FMCG Equity 1.2%
PB Fintech. IT - Software Equity 1.19%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 1.18%
Orient Electric Consumer Durables Equity 1.01%
Minda Corp Auto Ancillaries Equity 0.99%
J K Cements Cement Equity 0.89%
PNC Infratech Construction Equity 0.8%
Sundaram Finance Finance Equity 0.79%
Sudarshan Chem. Chemicals Equity 0.78%
Sona BLW Precis. Auto Ancillaries Equity 0.75%
Sansera Enginee. Auto Ancillaries Equity 0.69%
KNR Construct. Construction Equity 0.67%
MAS FINANC SER Finance Equity 0.63%
SJS Enterprises Auto Ancillaries Equity 0.6%
Heidelberg Cem. Cement Equity 0.6%
Deepak Fertiliz. Chemicals Equity 0.59%
Go Fashion (I) Textiles Equity 0.57%
Uno Minda Auto Ancillaries Equity 0.57%
Alicon Cast. Auto Ancillaries Equity 0.55%
Tata Elxsi IT - Software Equity 0.55%
Navin Fluo.Intl. Chemicals Equity 0.54%
Rainbow Child. Healthcare Equity 0.47%
Ipca Labs. Pharmaceuticals Equity 0.47%
SRF Chemicals Equity 0.46%
Jamna Auto Inds. Auto Ancillaries Equity 0.44%
Global Health Healthcare Equity 0.44%
Balrampur Chini Sugar Equity 0.42%
Laurus Labs Pharmaceuticals Equity 0.4%
VST Industries Tobacco Products Equity 0.4%
M & M Fin. Serv. Finance Equity 0.39%
Cholaman.Inv.&Fn Finance Equity 0.39%
Aether Industri. Chemicals Equity 0.38%
JM Financial Finance Equity 0.36%
Vijaya Diagnost. Healthcare Equity 0.36%
Fortis Health. Healthcare Equity 0.33%
Vedant Fashions Retail Equity 0.33%
Multi Comm. Exc. Miscellaneous Equity 0.31%
Jyothy Labs FMCG Equity 0.31%
Suryoday Small Banks Equity 0.31%
Container Corpn. Logistics Equity 0.27%
EPL Ltd Packaging Equity 0.22%
The Ramco Cement Cement Equity 0.22%
KFin Technolog. Miscellaneous Equity 0.19%
TCNS Clothing Co Textiles Equity 0.18%
ICICI Securities Stock/ Commodity Brokers Equity 0.18%
Cams Services Miscellaneous Equity 0.18%
LTIMindtree IT - Software Equity 0.17%
Mphasis IT - Software Equity 0.17%
Mankind Pharma Trading Equity 0.15%
Team Lease Serv. Miscellaneous Equity 0.12%
Alembic Pharma Pharmaceuticals Equity 0.12%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.1%
Motherson Wiring Auto Ancillaries Equity 0.06%
Aarti Pharma Pharmaceuticals Equity 0.05%
Symphony Consumer Durables Equity 0.03%
Bata India Leather Equity 0.02%
Page Industries Readymade Garments/ Apparells Equity 0.02%
SBFC Finance Finance Equity 0.02%
V-Guard Industri Capital Goods - Electrical Equipment Equity 0.01%
Netweb Technolog IT - Software Equity 0.01%
Suprajit Engg. Auto Ancillaries Equity 0%
Sundram Fasten. Auto Ancillaries Equity 0%
Chemicals & Petrochemical
11.42%
Finance
10.17%
Debt
9.99%
Auto Components
9.37%
Healthcare Services
9.29%
Others
49.76%
View all Sectors
Sectors Asset
Chemicals & Petrochemical 11.42%
Finance 10.17%
Debt 9.99%
Auto Components 9.37%
Healthcare Services 9.29%
IT-Software 7.99%
Industrial Products 6.91%
Realty 4.46%
Consumer Durables 3.76%
Cement & Cement Products 3.73%
Agricultural Food & other 3.42%
Construction 3.41%
Aerospace & Defense 2.86%
Pharmaceuticals & Biotech 2.71%
Banks 1.91%
Automobiles 1.56%
Financial Technology (Fin 1.18%
Industrial Manufacturing 1.14%
Food Products 1.07%
Capital Markets 0.88%
Retailing 0.85%
Textiles & Apparels 0.51%
CigaretteS & Tobacco Prod 0.44%
Cash & Others 0.37%
Transport Services 0.29%
Household Products 0.17%
Commercial Services & Sup 0.13%
IT-Hardware 0.01%
Equity
89.5%
Reverse Repos
9.36%
T-Bills
1.26%
Net Curr Ass/Net Receivables
-0.1%

Advance Ratio

10.63
Alpha
3.7
SD
0.64
Beta
2.48
Sharpe

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.

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
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

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,980 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

Frequently Asked Questions

How to invest in AXIS Small Cap Fund – Direct Growth ?

You can invest in AXIS Small Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • 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 ?

The NAV of AXIS Small Cap Fund – Direct Growth is ₹87.3 as of 25 September 2023.

How to redeem AXIS Small Cap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Small Cap Fund – Direct Growth?

The minimum SIP amount of AXIS Small Cap Fund – Direct Growth is ₹100

What are the top sectors AXIS Small Cap Fund – Direct Growth has invested in?

The top sectors AXIS Small Cap Fund – Direct Growth has invested in are
  1. Chemicals & Petrochemical - 11.42%
  2. Finance - 10.17%
  3. Debt - 9.99%
  4. Auto Components - 9.37%
  5. Healthcare Services - 9.29%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Small Cap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS Small Cap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have AXIS Small Cap Fund – Direct Growth generated ?

The AXIS Small Cap Fund – Direct Growth has delivered 24.7% since inception

What is the expense ratio of AXIS Small Cap Fund – Direct Growth ?

The expense ratio of AXIS Small Cap Fund – Direct Growth is 0.55 % as of 25 September 2023.

What is the AUM of AXIS Small Cap Fund – Direct Growth?

The AUM of AXIS Small Cap Fund – Direct Growth is ₹2,48,980 Cr as of 25 September 2023

What are the top stock holdings of AXIS Small Cap Fund – Direct Growth?

The top stock holdings of AXIS Small Cap Fund – Direct Growth are
  1. Narayana Hrudaya - 4.43%
  2. Birlasoft Ltd - 3.53%
  3. Chola Financial - 3.32%
  4. Krishna Institu. - 3.06%
  5. Brigade Enterpr. - 2.97%

How can I redeem my investments in AXIS Small Cap Fund – Direct Growth?

Step 1: Visit the fund house's website
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.

Invest Now