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Would Have Become--
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Invested Value--
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Total Gain--
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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. |
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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. |
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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. |
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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
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 3.4% | 34.5% | 19.4% | 23.0% | ||||
| Category Average | -4.0% | 44.8% | 7.8% | - |
Scheme Allocation
Fund House Details
AXIS Small Cap Fund
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
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Equity | Small Cap Mutual Funds | 2
10.5%38.8%11.2%1Y3Y5Y
AMC Contact Details
Frequently Asked Questions
- 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"
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