AXIS Small Cap Fund (G)

AXIS Small Cap Fund (G)

AMC Name: AXIS Mutual Fund

Riskometer

NA

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Anupam Tiwari
Fund Horizon OPEN
Inception Date 29-Nov-2013
Scheme AUM(CR) ` 517.06
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 0
Entry 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.
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.
Expense Ratio 2.65

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -0.46% -3.37%
3 Month 0.07% -5.44%
6 Month 8.88% 1.35%
1 Year 1.22% -4.27%
3 Year 8.90% 9.45%
5 Year 12.04% 6.78%
Since Inception 19.81% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others