AXIS Small Cap Fund - Growth - Direct Plan

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  • Net Change on 30-09-2020

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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 (₹)

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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 -1.16 19.13 10.37 10.30 12.78 20.54
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 -0.76 26.18 4.10 -8.42 2.16 11.09
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 10.37 10.30 12.78 0.28 2,720.15
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 11.70 3.56 12.41 1.18 9,285.32
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 Unrated -1.78 1.27 9.71 0.91 8,645.20
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated -3.18 -4.06 5.90 1.09 5,701.65
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 Unrated -1.87 -2.73 9.70 0.90 5,252.23
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 16.93 0.68 8.51 1.17 5,149.02

Fund Holdings as on 31-August-2020

  • Galaxy Surfactants Limited

  • Fine Organic Industries Limited

  • Clearing Corporation of India Ltd

  • Brigade Enterprises Limited

  • Can Fin Homes Limited

  • Mas Financial Services Limited

  • Aarti Industries Limited

  • City Union Bank Limited

  • Tata Elxsi Limited

  • JK Cement Limited

  • CCL Products (India) Limited

  • Blue Star Limited

  • Narayana Hrudayalaya Limited

  • Ahluwalia Contracts (India) Limited

  • HeidelbergCement India Limited

  • Coforge Limited

  • JK Lakshmi Cement Limited

  • Neogen Chemicals Limited

  • Jindal Steel & Power Limited

  • Orient Electric Limited

  • PNC Infratech Limited

  • SRF Limited

  • JM Financial Limited

  • Orient Refractories Limited

  • Sudarshan Chemical Industries Limited

  • VST Industries Limited

  • KNR Constructions Limited

  • Chalet Hotels Limited

  • Multi Commodity Exchange of India Limited

  • Grindwell Norton Limited

  • IPCA Laboratories Limited

  • PI Industries Limited

  • Navin Fluorine International Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Mindspace Business Parks REIT

  • Rallis India Limited

  • Supreme Industries Limited

  • TeamLease Services Limited

  • TCNS Clothing Co. Limited

  • Vinati Organics Limited

  • Vesuvius India Limited

  • The Phoenix Mills Limited

  • Birlasoft Limited

  • Igarashi Motors India Limited

  • Cholamandalam Investment and Finance Company Limited

  • 3.25% Axis Bank Limited (09/08/2021)

  • MM Forgings Limited

  • Gujarat State Petronet Limited

  • KPIT Technologies Limited

  • Asahi India Glass Limited

  • Net Receivables / (Payables)

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  • Chemicals

  • Cement & Construction Materials

  • Household & Personal Products

  • Construction - Real Estate

  • IT - Software

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Finance - Housing

  • Finance Term Lending

  • Miscellaneous

  • Bank - Private

  • Tea/Coffee

  • Air Conditioners

  • Refractories

  • Steel/Sponge Iron/Pig Iron

  • Pesticides & Agrochemicals

  • Diversified

  • Finance - Investment

  • Dyes & Pigments

  • Cigarettes/Tobacco

  • Hotel, Resort & Restaurants

  • Finance - Stock Broking

  • Abrasives

  • Pharmaceuticals & Drugs

  • Plastic Products

  • Textile

  • Electric Equipment

  • Finance - NBFC

  • Forgings

  • Gas Transmission/Marketing

  • Glass

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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

  • REITs & InvITs

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About AXIS Small Cap Fund

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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 ₹2,720.15 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 ₹0.15(0.42%)yesterday to ₹36.02.

Among its top 3 holdings the fund has exposure to Galaxy Surfactants Limited, 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