AXIS Small Cap Fund – Direct Growth

Equity . Small Cap Funds
 . 5

Scheme Performance

1Y 3Y 5Y Max
Fund Returns 20.16% 29.30% 20.48% 24.47%
Category Average -7.29% 12.32% 9.01% -

Returns Calculator

AXIS Small Cap Fund – Direct Growth
Monthly Amount Invested
Duration
Would Have Become
  • --
    Invested Value
  • --
    Current Value
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    Total Gain
Returns : --
per annum

Scheme Information

0.46
Expense Ratio
9,261 Cr
Scheme Size
8 Years
Age of Fund
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 Managers Anupam Tiwari
Benchmark Nifty Smallcap 250 TRI
Scheme Obejctive To generate long-term capital appreciation form a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Lock-in N/A
Risk Very High
Alpha
0.07
Beta
0.69
Sharpe
0.11
SD
0.97

Scheme Allocation

By Holdings

C C I 18.91%
Galaxy Surfact. 4.63%
Narayana Hrudaya 4.12%
Brigade Enterpr. 3.79%
Fine Organic 3.76%
View all Holdings

By Sector

Debt 18.91%
Healthcare Services 7.42%
Industrial Products 5.85%
Auto Components 5.73%
Construction & Others 4.83%
Consumer Durables 4.32%
Cement 3.94%
Finance 3.81%
Banks 1.77%
Others 2.22%

By Assets

Equity 79.81%
Reverse Repos 18.91%
Fixed Deposit 1.13%
Net Curr Ass/Net Receivables 0.15%

AMC Details

Axis Mutual Fund
AUM:
2,60,335 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

The NAV of AXIS Small Cap Fund – Direct Growth is ₹63.96 as of 20 May 2022.