AXIS Small Cap Fund - Growth - Direct Plan

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  • Net Change on 21-01-2020

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP 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 6.56 8.79 26.65 16.55 12.73 23.11
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 9.68 12.16 -1.99 0.26 2.58 12.08
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 26.65 16.55 12.73 0.39 1,542.18
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 -2.75 12.23 10.37 0.89 9,232.45
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 6.63 11.45 11.41 1.25 8,524.70
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated 0.50 5.36 7.91 1.02 6,928.77
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 0.67 10.68 11.40 0.71 5,941.26
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 9.72 4.22 9.31 1.14 4,918.44

Fund Holdings as on 31-December-2019

  • Clearing Corporation of India Ltd

  • Mas Financial Services Limited

  • City Union Bank Limited

  • Galaxy Surfactants Limited

  • Can Fin Homes Limited

  • NIIT Technologies Limited

  • Fine Organic Industries Limited

  • HeidelbergCement India Limited

  • Aarti Industries Limited

  • Gulf Oil Lubricants India Limited

  • Brigade Enterprises Limited

  • Ahluwalia Contracts (India) Limited

  • JK Cement Limited

  • Neogen Chemicals Limited

  • VST Industries Limited

  • Orient Refractories Limited

  • TCNS Clothing Co. Limited

  • Chalet Hotels Limited

  • Grindwell Norton Limited

  • Orient Electric Limited

  • IPCA Laboratories Limited

  • Blue Star Limited

  • JM Financial Limited

  • Vesuvius India Limited

  • Varroc Engineering Limited

  • SRF Limited

  • Vinati Organics Limited

  • Igarashi Motors India Limited

  • Net Receivables / (Payables)

  • KNR Constructions Limited

  • V-Guard Industries Limited

  • Minda Industries Limited

  • 5.6% HDFC Bank Limited (31/01/2020)

  • RBL Bank Limited

  • CSB Bank Limited

  • Schaeffler India Limited

  • Indiamart Intermesh Limited

  • TTK Prestige Limited

  • MindTree Limited

  • MM Forgings Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • PNC Infratech Limited

  • Arti Surfactants Limited **

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  • Miscellaneous

  • Chemicals

  • Bank - Private

  • Household & Personal Products

  • Cement & Construction Materials

  • Construction - Real Estate

  • Finance Term Lending

  • Finance - Housing

  • IT - Software

  • Refractories

  • Lubricants

  • Cigarettes/Tobacco

  • Auto Ancillary

  • Electric Equipment

  • Textile

  • Hotel, Resort & Restaurants

  • Abrasives

  • Pharmaceuticals & Drugs

  • Air Conditioners

  • Finance - Investment

  • Diversified

  • Engineering - Construction

  • Bearings

  • e-Commerce

  • Consumer Durables - Domestic Appliances

  • Forgings

  • Travel Services

  • Unspecified

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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 ₹1,542.18 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 ₹0.35(0.98%)yesterday to ₹36.23.

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 .

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

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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