AXIS Small Cap Fund - Growth - Direct Plan

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  • Net Change on 07-05-2021

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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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  • 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 6.63 13.37 83.27 20.13 20.16 24.64
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 3.84 14.41 121.53 1.95 11.32 13.30
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 83.27 20.13 20.16 0.36 4,485.04
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 111.81 12.54 21.45 1.01 12,473.67
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 Unrated 103.84 7.24 18.04 1.00 10,050.26
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 93.73 14.34 22.14 0.89 7,569.83
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 101.81 9.30 14.92 1.08 6,454.99
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated 96.63 5.46 12.94 1.07 6,299.66

Fund Holdings as on 31-March-2021

  • Clearing Corporation of India Ltd

  • Galaxy Surfactants Limited

  • Tata Elxsi Limited

  • Brigade Enterprises Limited

  • Fine Organic Industries Limited

  • Can Fin Homes Limited

  • JK Lakshmi Cement Limited

  • JK Cement Limited

  • Narayana Hrudayalaya Limited

  • Blue Star Limited

  • PNC Infratech Limited

  • Orient Electric Limited

  • Ahluwalia Contracts (India) Limited

  • Coforge Limited

  • City Union Bank Limited

  • Aarti Industries Limited

  • Mas Financial Services Limited

  • Grindwell Norton Limited

  • CCL Products (India) Limited

  • Orient Refractories Limited

  • Neogen Chemicals Limited

  • Jindal Steel & Power Limited

  • KNR Constructions Limited

  • HeidelbergCement India Limited

  • SRF Limited

  • MTAR Technologies Limited - Lock in Shares

  • Persistent Systems Limited

  • Vesuvius India Limited

  • Birlasoft Limited

  • JM Financial Limited

  • Sudarshan Chemical Industries Limited

  • VST Industries Limited

  • Happiest Minds Technologies Limited

  • Suryoday Small Finance Bank Limited

  • Multi Commodity Exchange of India Limited

  • Navin Fluorine International Limited

  • Supreme Industries Limited

  • IPCA Laboratories Limited

  • Cholamandalam Financial Holdings Limited

  • Metropolis Healthcare Limited

  • TeamLease Services Limited

  • Computer Age Management Services Limited

  • EPL Limited

  • Cholamandalam Investment and Finance Company Limited

  • TCNS Clothing Co. Limited

  • Vinati Organics Limited

  • KPIT Technologies Limited

  • Mrs. Bectors Food Specialities Limited

  • Igarashi Motors India Limited

  • Chalet Hotels Limited

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

  • MM Forgings Limited

  • Nazara Technologies Limited

  • Craftsman Automation Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Chemicals

  • Cement & Construction Materials

  • Miscellaneous

  • Construction - Real Estate

  • Household & Personal Products

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Bank - Private

  • Finance - Housing

  • Refractories

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

  • Finance Term Lending

  • Abrasives

  • Tea/Coffee

  • Steel/Sponge Iron/Pig Iron

  • Diversified

  • Engineering

  • Plastic Products

  • Dyes & Pigments

  • Cigarettes/Tobacco

  • Finance - Stock Broking

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Finance - NBFC

  • Textile

  • Consumer Food

  • Electric Equipment

  • Hotel, Resort & Restaurants

  • Forgings

  • Engineering - Industrial Equipments

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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 ₹4,485.04 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 down ₹-0.01(-0.02%)yesterday to ₹51.47.

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