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 0.54 % 5★ ₹11,462 9 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.54 %
Min SIP Min Lumpsum Expense Ratio
5★ ₹11,462 Cr 9 Years
Rating Fund Size Fund Age

Scheme 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.

How to Invest in Axis Small Cap Fund?

It is crucial to finish all the KYC requirements, which may be done online and take only a few minutes. Once completed, it’s simple to make a lump-sum or SIP investment in Axis Mid Cap Fund. This would depend on your risk tolerance and investment purpose.

What is the Expense Ratio of Axis Small Cap Fund?

When comparing expense ratios, it’s essential to consider the size and type of fund. For example, small-cap funds typically have higher expense ratios than large-cap funds. This is because they have higher costs associated with research and management.

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.

Scheme Performance

Returns and Ranks ( as on 22 March 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 3.4% 34.5% 19.4% 23.0%
Category Average -4.0% 44.8% 7.8% -

Scheme Allocation

Holding
Sector
Asset
Narayana Hrudaya
4.41%
Galaxy Surfact.
3.52%
Fine Organic
3.49%
CCL Products
3.45%
Brigade Enterpr.
3.38%
Others
81.75%
Debt
16.17%
Chemicals & Petrochemical
13.45%
Healthcare Services
8.58%
Auto Components
8.5%
IT-Software
8.27%
Others
45.02%
Equity
83.78%
Reverse Repos
16.17%
Net Curr Ass/Net Receivables
0.06%

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

0.01 0.76 0.57 0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

Peer Comparison

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,929 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 23.0% since inception
The NAV of AXIS Small Cap Fund is ₹68.2 as of 22 March 2023.
The expense ratio of AXIS Small Cap Fund is 0.54 % as of 22 March 2023.
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”.
The AUM of AXIS Small Cap Fund is ₹2,48,929 Cr as of 22 March 2023
The minimum SIP amount of AXIS Small Cap Fund is ₹500
The top stock holdings of AXIS Small Cap Fund are
  1. Narayana Hrudaya - 4.41%
  2. Galaxy Surfact. - 3.52%
  3. Fine Organic - 3.49%
  4. CCL Products - 3.45%
  5. Brigade Enterpr. - 3.38%
The top sectors AXIS Small Cap Fund has invested in are
  1. Narayana Hrudaya - 4.41%
  2. Galaxy Surfact. - 3.52%
  3. Fine Organic - 3.49%
  4. CCL Products - 3.45%
  5. Brigade Enterpr. - 3.38%
Invest Now