AXIS Small Cap Fund - Growth - Regular Plan

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  • Net Change on 21-08-2019

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    AXIS Small Cap Fund - Growth - Regular Plan 2 PersonalFN
  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 - Regular Plan - Growth 0.00 2.51 3.37 9.30 12.55 20.11
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
Nifty Smallcap 100 -8.58 -15.87 -29.46 -4.28 1.10 11.32
Nifty Smallcap 100 - TRI -6.57 -4.08 -26.88 8.43 14.61 14.00

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 - Regular Plan - Growth Nov 29, 2013 3.37 9.30 12.55 2.65 517.06
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 -15.62 8.14 11.64 1.85 7,894.01
Reliance Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 -19.61 7.21 11.81 2.03 7,541.96
Franklin India Smaller Companies Fund-Growth Jan 13, 2006 -18.47 0.44 9.00 1.78 6,728.84
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 -20.27 7.08 12.04 2.02 5,611.40
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 Unrated -17.60 -0.88 10.65 2.04 4,571.08

Fund Holdings as on 31-July-2019

  • Clearing Corporation of India Ltd

  • Galaxy Surfactants Limited

  • Mas Financial Services Limited

  • City Union Bank Limited

  • Gulf Oil Lubricants India Limited

  • NIIT Technologies Limited

  • TCNS Clothing Co. Limited

  • Neogen Chemicals Ltd

  • NIIT Technologies Limited

  • Can Fin Homes Limited

  • Vesuvius India Limited

  • Vinati Organics Limited

  • Ahluwalia Contracts (India) Limited

  • Fine Organic Industries Limited

  • HeidelbergCement India Limited

  • Gruh Finance Limited

  • Varroc Engineering Limited

  • Blue Star Limited

  • Indiamart Intermesh Limited

  • V-Guard Industries Limited

  • VST Industries Limited

  • IPCA Laboratories Limited

  • 6.3% HDFC Bank Limited (28/10/2019)

  • JK Cement Limited

  • Orient Refractories Limited

  • Schaeffler India Limited

  • Grindwell Norton Limited

  • Aarti Industries Limited

  • SRF Limited

  • Chalet Hotels Limited

  • TTK Prestige Limited

  • Brigade Enterprises Limited

  • MM Forgings Limited

  • Igarashi Motors India Limited

  • Arti Surfactants Limited ** #

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Chemicals

  • Household & Personal Products

  • Finance - Housing

  • Finance Term Lending

  • Refractories

  • Bank - Private

  • Cement & Construction Materials

  • Lubricants

  • IT - Software

  • Textile

  • Construction - Real Estate

  • Auto Ancillary

  • Air Conditioners

  • Electric Equipment

  • e-Commerce

  • Cigarettes/Tobacco

  • Pharmaceuticals & Drugs

  • Bearings

  • Abrasives

  • Diversified

  • Hotel, Resort & Restaurants

  • Consumer Durables - Domestic Appliances

  • Forgings

  • 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 ₹517.06 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 ₹-0.17(-0.6%)yesterday to ₹28.38.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, Galaxy Surfactants Limited and Mas Financial Services Limited

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

  • Derivatives

  • Equity

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