AXIS Small Cap Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 28-06-2022

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 -0.41 -6.57 12.57 26.58 19.34 23.82
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 250 - 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 12.57 26.58 19.34 0.48 8,984.18
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 11.24 26.39 17.45 1.03 18,675.43
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 1.71 16.37 13.63 0.83 12,131.25
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 7.62 25.03 18.50 0.76 11,830.75
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 8.39 23.15 11.46 0.98 8,323.32
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 12.92 21.38 13.28 0.81 7,579.75

Fund Holdings as on 31-May-2022

  • Clearing Corporation of India Ltd

  • Galaxy Surfactants Limited

  • Fine Organic Industries Limited

  • Brigade Enterprises Limited

  • Narayana Hrudayalaya Limited

  • Krishna Institute Of Medical Sciences Limited

  • Birlasoft Limited

  • CCL Products (India) Limited

  • RHI Magnesita India Limited

  • Blue Star Limited

  • JK Lakshmi Cement Limited

  • Grindwell Norton Limited

  • Neogen Chemicals Limited - Lock in Shares

  • Ahluwalia Contracts (India) Limited

  • Chemplast Sanmar Limited

  • Coforge Limited

  • Can Fin Homes Limited

  • Persistent Systems Limited

  • Mahindra CIE Automotive Limited

  • PNC Infratech Limited

  • City Union Bank Limited

  • Orient Electric Limited

  • MTAR Technologies Limited

  • Rolex Rings Limited

  • JK Cement Limited

  • KNR Constructions Limited

  • Tata Elxsi Limited

  • TCNS Clothing Co. Limited

  • KPIT Technologies Limited

  • Sudarshan Chemical Industries Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • 2.3% Deutsche Bank AG (02/06/2022)

  • SRF Limited

  • Alicon Castalloy Limited

  • Vesuvius India Limited

  • Navin Fluorine International Limited

  • Minda Industries Limited

  • Mas Financial Services Limited

  • Sansera Engineering Limited

  • Aarti Industries Limited

  • Go Fashion (India) Limited

  • S.J.S. Enterprises Limited

  • MindTree Limited

  • Sundaram Finance Limited

  • VST Industries Limited

  • Net Receivables / (Payables)

  • HeidelbergCement India Limited

  • IPCA Laboratories Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Cholamandalam Financial Holdings Limited

  • JM Financial Limited

  • Data Patterns (India) Limited - Lock in Shares

  • Balrampur Chini Mills Limited

  • The Phoenix Mills Limited

  • Multi Commodity Exchange of India Limited

  • Vijaya Diagnostic Centre Limited

  • Jamna Auto Industries Limited

  • Container Corporation of India Limited

  • EPL Limited

  • Computer Age Management Services Limited

  • Minda Corporation Limited

  • Suryoday Small Finance Bank Limited

  • TeamLease Services Limited

  • Mrs. Bectors Food Specialities Limited

  • Fortis Healthcare Limited

  • Rainbow Childrens Medicare Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Sona BLW Precision Forgings Limited

  • Symphony Limited

  • K.P.R. Mill Limited

  • Craftsman Automation Limited

  • Motherson Sumi Wiring India Limited

  • Bata India Limited

  • Suprajit Engineering Limited

  • Igarashi Motors India Limited

View More
  • Miscellaneous

  • Chemicals

  • IT - Software

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Household & Personal Products

  • Cement & Construction Materials

  • Refractories

  • Tea/Coffee

  • Engineering - Construction

  • Air Conditioners

  • Auto Ancillary

  • Abrasives

  • Bank - Private

  • Finance - Housing

  • Forgings

  • Consumer Durables - Domestic Appliances

  • Engineering

  • Bearings

  • Finance - NBFC

  • Textile

  • Finance - Investment

  • Dyes & Pigments

  • Fertilizers

  • Diversified

  • Castings/Forgings

  • Finance Term Lending

  • Retailing

  • Pharmaceuticals & Drugs

  • Cigarettes/Tobacco

  • Electronics - Components

  • Sugar

  • Finance - Stock Broking

  • Logistics

  • Plastic Products

  • BPO/ITeS

  • Consumer Food

  • Engineering - Industrial Equipments

  • Steel & Iron Products

  • Electric Equipment

View More

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 ₹8,984.18 crore. AXIS Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 250 - TRI as secondary index.

The NAV of AXIS Small Cap Fund ended up ₹0.23(0.37%)yesterday to ₹62.76.

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 and Hitesh Das.

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