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Axis Small Cap Fund - Regular Plan - Growth

Fund House:
Axis Mutual Fund
Category:
Equity: Small Cap
Status:
Open Ended Schemes
Launch Date:
05-11-2013
ISIN Number:
INF846K01K01
Minimum Investment:
100
Minimum SIP:
1000
Total Assets: (29-11-2024):
24352.97
Nav (03-01-2025)
108.35
CAGR Since Inception:
23.91
Benchmark:
NIFTY Smallcap 250 TRI
Expense Ratio (30-12-2024)::
1.6 %
Risko-Meter:
Very High
Exit Load:
NIL,Scheme re-opens on: November 29, 2018 (after 5 years, on conversion to an open ended scheme) If redeemed / switched-out within 12 months from the date of allotment:For 10% of investments: NIL on FIFO basis For remaining investments: 1% w.e.f., 29/11/2018
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Axis Small Cap Fund - Regular Plan - Growth 27.82 30.08 19.88 27.43 18.98
Motilal Oswal Small Cap Fund - Regular - Growth 49 0 0 0 0
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 44.12 48.76 27.46 0 0
LIC MF Small Cap Fund-Regular Plan-Growth 41.76 37.56 24.41 30.52 0
Invesco India Smallcap Fund - Regular Plan - Growth 39 40.97 25.47 31.64 0
ITI Small Cap Fund - Regular Plan - Growth Option 35.2 43.07 25.1 0 0
BANK OF INDIA Small Cap Fund Regular Plan Growth 32.58 36.71 22.12 36.54 0
Tata Small Cap Fund-Regular Plan-Growth 31.8 32.64 23.75 31.74 0
HSBC Small Cap Fund - Regular Growth 30.64 37.18 23.58 30.98 20.21
UTI Small Cap Fund - Regular Plan - Growth Option 28.67 31.62 19.66 0 0
Fund Manager
Tejas Sheth, Mayank Hyanki, Krishnaa N:
Scheme Objective
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On Axis Small Cap Fund - Regular Plan - Growth NIFTY 50 TRI Equity: Small Cap
CAGR since inception 23.91% 14.01% 22.54%
1 Year 27.82% 12.88% 28.14%
3 Year 19.88% 12.16% 21.61%
5 Year 27.43% 15.77% 30.93%
10 Year 18.98% 12.43% 18.00%
Nav / Index Value as on2025-01-07 24,352.97% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Debt 0.65
Cash & Cash Equivalents 11.64
Equity 87.7
Company Holding
BLUE STAR LIMITED 3.51
BRIGADE ENTERPRISES LIMITED 3.14
KAYNES TECHNOLOGY INDIA LIMITED 2.62
CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED 2.53
CCL PRODUCTS (INDIA) LIMITED 2.26
PB FINTECH LIMITED 2.02
GALAXY SURFACTANTS LIMITED 1.62
CAN FIN HOMES LIMITED 1.53
MRS. BECTORS FOOD SPECIALITIES LIMITED 1.52
VESUVIUS INDIA LIMITED 1.52
FAQ's of Axis Small Cap Fund - Regular Plan - Growth
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Axis Small Cap Fund - Regular Plan - Growth