AXIS Small Cap Fund - Growth - Direct Plan

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  • Net Change on 22-10-2021

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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 0.29 7.36 75.49 35.58 22.13 26.70
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 2.17 4.96 84.20 23.14 11.16 14.39
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 75.49 35.58 22.13 0.38 7,302.98
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 97.64 30.02 21.76 0.87 17,282.21
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 93.57 23.25 19.72 0.83 13,411.36
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 77.45 30.69 23.09 0.82 10,191.43
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 77.80 29.19 15.34 0.98 8,305.79
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 Unrated 96.84 23.42 18.76 0.75 7,593.95

Fund Holdings as on 30-September-2021

  • Clearing Corporation of India Ltd

  • Tata Elxsi Limited

  • Galaxy Surfactants Limited

  • Brigade Enterprises Limited

  • JK Lakshmi Cement Limited

  • CCL Products (India) Limited

  • Narayana Hrudayalaya Limited

  • Fine Organic Industries Limited

  • Chemplast Sanmar Limited

  • PNC Infratech Limited

  • Krishna Institute Of Medical Sciences Limited

  • Coforge Limited

  • Birlasoft Limited

  • Can Fin Homes Limited

  • Grindwell Norton Limited

  • Orient Electric Limited

  • JK Cement Limited

  • RHI Magnesita India Limited

  • Ahluwalia Contracts (India) Limited

  • Persistent Systems Limited

  • Blue Star Limited

  • Neogen Chemicals Limited

  • Mahindra CIE Automotive Limited

  • Sudarshan Chemical Industries Limited

  • City Union Bank Limited

  • KNR Constructions Limited

  • MTAR Technologies Limited - Lock in Shares

  • Aarti Industries Limited

  • TCNS Clothing Co. Limited

  • Mas Financial Services Limited

  • KPIT Technologies Limited

  • Rolex Rings Limited

  • MindTree Limited

  • Vesuvius India Limited

  • SRF Limited

  • Net Receivables / (Payables)

  • Alicon Castalloy Limited

  • HeidelbergCement India Limited

  • JM Financial Limited

  • Navin Fluorine International Limited

  • VST Industries Limited

  • IPCA Laboratories Limited

  • Sansera Engineering Limited

  • Suryoday Small Finance Bank Limited

  • Multi Commodity Exchange of India Limited

  • Cholamandalam Financial Holdings Limited

  • Symphony Limited

  • Minda Industries Limited

  • Supreme Industries Limited

  • Computer Age Management Services Limited

  • EPL Limited

  • Vijaya Diagnostic Centre Limited

  • TeamLease Services Limited

  • Balrampur Chini Mills Limited

  • Container Corporation of India Limited

  • Mrs. Bectors Food Specialities Limited

  • Igarashi Motors India Limited

  • Aditya Birla Sun Life AMC Limited

  • Jamna Auto Industries Limited

  • MM Forgings Limited

  • Privi Speciality Chemicals Limited

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  • IT - Software

  • Chemicals

  • Miscellaneous

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Construction - Real Estate

  • Household & Personal Products

  • Engineering - Construction

  • Tea/Coffee

  • Refractories

  • Consumer Durables - Domestic Appliances

  • Finance - Housing

  • Bank - Private

  • Abrasives

  • Forgings

  • Air Conditioners

  • Dyes & Pigments

  • Finance - Investment

  • Auto Ancillary

  • Engineering

  • Textile

  • Finance Term Lending

  • Plastic Products

  • Bearings

  • Diversified

  • Castings/Forgings

  • Cigarettes/Tobacco

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • BPO/ITeS

  • Sugar

  • Logistics

  • Consumer Food

  • Electric Equipment

  • Finance - Asset Management

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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 Balanced Advantage Fund
  • Axis Equity Saver Fund
  • AXIS Small Cap Fund
  • Cash

  • Equity

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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 ₹7,302.98 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 ₹-0.68(-1.04%)yesterday to ₹64.88.

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