AXIS Small Cap Fund

Equity | Small Cap Mutual Funds
 | 5
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 0.51 % 5★ ₹10,992 9 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.51 %
Min SIP Min Lumpsum Expense Ratio
5★ ₹10,992 Cr 9 Years
Rating Fund Size Fund Age

Scheme Objective

To generate long-term capital appreciation form a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

Scheme Performance

Returns and Ranks ( as on 08 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 9.0% 29.8% 19.8% 24.7%
Category Average 2.3% 29.0% 8.4% -

Scheme Allocation

Holding
Sector
Asset
C C I
18.83%
Narayana Hrudaya
4.64%
Fine Organic
4.45%
Galaxy Surfact.
4.21%
Brigade Enterpr.
3.61%
Others
64.26%
Debt
18.83%
Healthcare Services
9.01%
Auto Components
7.43%
Industrial Products
5.74%
Finance
5.39%
Others
53.6%
Equity
81.7%
Reverse Repos
18.83%
Net Curr Ass/Net Receivables
-0.52%

Fund House Details

Axis Mutual Fund

AXIS Small Cap Fund

Fund Manager
Anupam Tiwari

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.

Advance Ratio

0.03 1 0.68 0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,991 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

You can invest in AXIS Small Cap Fund 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 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"
The AXIS Small Cap Fund has delivered 24.7% since inception
The NAV of AXIS Small Cap Fund is ₹73.3 as of 08 December 2022.
The expense ratio of AXIS Small Cap Fund is 0.51 % as of 08 December 2022.
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”.
Invest Now