AXIS Small Cap Fund - Growth - Regular Plan

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  • Net Change on 04-10-2019

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    AXIS Small Cap Fund - Growth - Regular Plan 4 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 5.04 1.90 19.02 9.84 12.30 20.68
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
Nifty Smallcap 100 1.17 -13.79 -10.60 -5.18 1.91 11.31
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 19.02 9.84 12.30 2.48 885.44
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 -7.89 6.44 10.33 2.10 8,208.77
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 -5.68 5.84 10.69 2.19 7,491.46
Franklin India Smaller Companies Fund-Growth Jan 13, 2006 Unrated -5.22 -0.27 8.22 1.88 6,583.61
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 -7.39 5.29 11.48 2.02 5,638.54
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 Unrated -3.81 -1.93 9.44 2.01 4,551.92

Fund Holdings as on 31-August-2019

  • Clearing Corporation of India Ltd

  • NIIT Technologies Limited

  • City Union Bank Limited

  • Mas Financial Services Limited

  • Galaxy Surfactants Limited

  • Aarti Industries Limited

  • HeidelbergCement India Limited

  • Fine Organic Industries Limited

  • Can Fin Homes Limited

  • Gulf Oil Lubricants India Limited

  • Neogen Chemicals Ltd

  • Ahluwalia Contracts (India) Limited

  • VST Industries Limited

  • JK Cement Limited

  • Vinati Organics Limited

  • Brigade Enterprises Limited

  • IPCA Laboratories Limited

  • Orient Refractories Limited

  • TCNS Clothing Co. Limited

  • Vesuvius India Limited

  • Gruh Finance Limited

  • Blue Star Limited

  • Varroc Engineering Limited

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

  • Indiamart Intermesh Limited

  • V-Guard Industries Limited

  • SRF Limited

  • Grindwell Norton Limited

  • Schaeffler India Limited

  • Chalet Hotels Limited

  • TTK Prestige Limited

  • MM Forgings Limited

  • PNC Infratech Limited

  • Igarashi Motors India Limited

  • Navin Fluorine International Limited

  • Arti Surfactants Limited ** #

  • Net Receivables / (Payables)

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  • Chemicals

  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Cement & Construction Materials

  • Finance Term Lending

  • Finance - Housing

  • Construction - Real Estate

  • Household & Personal Products

  • Refractories

  • Lubricants

  • Cigarettes/Tobacco

  • Pharmaceuticals & Drugs

  • Textile

  • Air Conditioners

  • Auto Ancillary

  • Electric Equipment

  • e-Commerce

  • Diversified

  • Abrasives

  • Bearings

  • Hotel, Resort & Restaurants

  • Consumer Durables - Domestic Appliances

  • Forgings

  • Engineering - Construction

  • 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 ₹885.44 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(0%)yesterday to ₹30.03.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, NIIT Technologies Limited and City Union Bank 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

  • Equity

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