AXIS Small Cap Fund - Growth - Direct Plan

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  • Net Change on 03-03-2021

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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 (₹)

  • 52 Week Low Nav (₹)

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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 5.56 14.04 28.14 16.67 19.94 23.71
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 12.00 25.85 47.64 0.24 12.24 13.19
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 28.14 16.67 19.94 0.39 3,724.37
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 54.34 9.84 21.96 1.07 10,636.51
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 Unrated 45.55 6.51 19.15 0.88 9,069.13
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 47.67 12.13 23.16 0.90 6,593.52
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated 43.93 5.11 14.87 1.08 5,952.10
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 44.71 6.94 16.60 1.03 5,812.44

Fund Holdings as on 31-January-2021

  • Tata Elxsi Limited

  • Galaxy Surfactants Limited

  • Clearing Corporation of India Ltd

  • Fine Organic Industries Limited

  • Brigade Enterprises Limited

  • Narayana Hrudayalaya Limited

  • Can Fin Homes Limited

  • JK Cement Limited

  • City Union Bank Limited

  • PNC Infratech Limited

  • Mas Financial Services Limited

  • Ahluwalia Contracts (India) Limited

  • Blue Star Limited

  • Aarti Industries Limited

  • JK Lakshmi Cement Limited

  • Coforge Limited

  • HeidelbergCement India Limited

  • CCL Products (India) Limited

  • Orient Refractories Limited

  • SRF Limited

  • Orient Electric Limited

  • Jindal Steel & Power Limited

  • KNR Constructions Limited

  • Neogen Chemicals Limited

  • Vesuvius India Limited

  • Grindwell Norton Limited

  • Birlasoft Limited

  • VST Industries Limited

  • Sudarshan Chemical Industries Limited

  • JM Financial Limited

  • Multi Commodity Exchange of India Limited

  • IPCA Laboratories Limited

  • Supreme Industries Limited

  • Navin Fluorine International Limited

  • Metropolis Healthcare Limited

  • PI Industries Limited

  • Happiest Minds Technologies Limited

  • EPL Limited

  • Computer Age Management Services Limited

  • Cholamandalam Financial Holdings Limited

  • TeamLease Services Limited

  • Vinati Organics Limited

  • Mrs. Bectors Food Specialities Limited

  • TCNS Clothing Co. Limited

  • Cholamandalam Investment and Finance Company Limited

  • Chalet Hotels Limited

  • The Phoenix Mills Limited

  • Igarashi Motors India Limited

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

  • MM Forgings Limited

  • Sequent Scientific Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Chemicals

  • Cement & Construction Materials

  • Construction - Real Estate

  • Household & Personal Products

  • Miscellaneous

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Refractories

  • Finance - Housing

  • Bank - Private

  • Finance Term Lending

  • Air Conditioners

  • Tea/Coffee

  • Finance - Investment

  • Diversified

  • Consumer Durables - Domestic Appliances

  • Steel/Sponge Iron/Pig Iron

  • Plastic Products

  • Abrasives

  • Cigarettes/Tobacco

  • Dyes & Pigments

  • Finance - Stock Broking

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • BPO/ITeS

  • Consumer Food

  • Textile

  • Finance - NBFC

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Forgings

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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

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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 ₹3,724.37 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 ₹0.48(1.02%)yesterday to ₹47.34.

Among its top 3 holdings the fund has exposure to Tata Elxsi Limited, 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