AXIS Small Cap Fund - Growth - Direct Plan

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  • Net Change on 26-05-2020

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Small Cap Fund - Direct Plan - Growth -1.93 -26.92 -9.79 2.82 7.07 16.77
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 -2.01 -35.24 -40.75 -18.84 -6.65 8.61
Nifty Smallcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Small Cap Fund - Direct Plan - Growth Nov 29, 2013 -9.79 2.82 7.07 0.30 2,169.10
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated -26.39 -5.96 5.34 1.19 6,994.88
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 -36.67 -7.78 2.63 0.88 6,834.98
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated -35.97 -13.01 -1.09 1.08 4,900.37
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 Unrated -32.68 -10.44 3.45 0.93 4,267.86
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 Unrated -25.04 -11.08 1.42 1.10 3,973.08

Fund Holdings as on 30-April-2020

  • Clearing Corporation of India Ltd

  • Galaxy Surfactants Limited

  • Aarti Industries Limited

  • City Union Bank Limited

  • Can Fin Homes Limited

  • Fine Organic Industries Limited

  • JK Cement Limited

  • Mas Financial Services Limited

  • Blue Star Limited

  • HeidelbergCement India Limited

  • Brigade Enterprises Limited

  • Tata Elxsi Limited

  • JK Lakshmi Cement Limited

  • SRF Limited

  • Orient Electric Limited

  • NIIT Technologies Limited

  • Neogen Chemicals Limited

  • Sudarshan Chemical Industries Limited

  • Ahluwalia Contracts (India) Limited

  • Gulf Oil Lubricants India Limited

  • Chalet Hotels Limited

  • JM Financial Limited

  • Narayana Hrudayalaya Limited

  • CCL Products (India) Limited

  • Orient Refractories Limited

  • VST Industries Limited

  • IPCA Laboratories Limited

  • PNC Infratech Limited

  • Grindwell Norton Limited

  • KNR Constructions Limited

  • Multi Commodity Exchange of India Limited

  • Navin Fluorine International Limited

  • Rallis India Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Vinati Organics Limited

  • Vesuvius India Limited

  • TCNS Clothing Co. Limited

  • The Phoenix Mills Limited

  • Igarashi Motors India Limited

  • V-Guard Industries Limited

  • Cholamandalam Investment and Finance Company Limited

  • Varroc Engineering Limited

  • Sumitomo Chemical India Limited

  • 5% HDFC Bank Limited (04/05/2020)

  • 3.75% Axis Bank Limited (27/07/2020)

  • TTK Prestige Limited

  • RBL Bank Limited

  • MM Forgings Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Aarti Surfactants Limited **

  • Net Receivables / (Payables)

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  • Chemicals

  • Miscellaneous

  • Cement & Construction Materials

  • Household & Personal Products

  • Construction - Real Estate

  • Bank - Private

  • IT - Software

  • Finance - Housing

  • Finance Term Lending

  • Air Conditioners

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Refractories

  • Diversified

  • Dyes & Pigments

  • Lubricants

  • Hotel, Resort & Restaurants

  • Finance - Investment

  • Tea/Coffee

  • Cigarettes/Tobacco

  • Pharmaceuticals & Drugs

  • Abrasives

  • Finance - Stock Broking

  • Pesticides & Agrochemicals

  • Electric Equipment

  • Textile

  • Finance - NBFC

  • Auto Ancillary

  • Consumer Durables - Domestic Appliances

  • Forgings

  • Unspecified

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Fund Manager

  • Education:Chartered Accountant
  • Experience:7 Years
  • Basic Details:He has more than 7 years of experience in Equity Markets as Research Analyst and Fund Manager. Prior to joining Principal Mutual Fund, he has worked with Reliance Mutual Fund and Reliance Life Insurance Ltd.
  • Funds Managed:
  • Axis Dynamic Equity Fund
  • Axis Equity Saver Fund
  • AXIS Small Cap Fund
  • Cash

  • Deposits

  • Equity

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About AXIS Small Cap Fund

Scheme Analysis

AXIS Small Cap Fund is a Equity - Small cap Fund fund and belongs to Axis Mutual Fund. It was launched on 29-Nov-2013 and currently has an AUM of ₹2,169.10 crore. AXIS Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 as primary index and Nifty Smallcap 100 - TRI as secondary index.

The NAV of AXIS Small Cap Fund ended up ₹0.14(0.51%)yesterday to ₹27.37.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, and

The AXIS Small Cap Fund is managed by Anupam Tiwari .

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com