AXIS Small Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 - Regular Plan - Growth -7.11 -5.23 17.21 27.44 18.43 22.68
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 250 - 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 - Regular Plan - Growth Nov 29, 2013 17.21 27.44 18.43 1.98 9,261.23
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 18.90 26.61 16.15 1.84 19,768.28
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 12.56 17.01 12.83 1.80 12,955.51
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 14.01 25.67 17.91 2.02 12,097.84
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 19.53 25.56 11.57 1.90 8,848.57
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 21.53 21.45 12.48 1.86 8,014.47

Fund Holdings as on 30-April-2022

  • Clearing Corporation of India Ltd

  • Galaxy Surfactants Limited

  • Narayana Hrudayalaya Limited

  • Brigade Enterprises Limited

  • Fine Organic Industries Limited

  • Birlasoft Limited

  • CCL Products (India) Limited

  • Krishna Institute Of Medical Sciences Limited

  • RHI Magnesita India Limited

  • Blue Star Limited

  • Ahluwalia Contracts (India) Limited

  • JK Lakshmi Cement Limited

  • Chemplast Sanmar Limited

  • Grindwell Norton Limited

  • Neogen Chemicals Limited - Lock in Shares

  • Tata Elxsi Limited

  • Can Fin Homes Limited

  • Coforge Limited

  • Persistent Systems Limited

  • Orient Electric Limited

  • PNC Infratech Limited

  • MTAR Technologies Limited

  • TCNS Clothing Co. Limited

  • City Union Bank Limited

  • Mahindra CIE Automotive Limited

  • JK Cement Limited

  • 2.05% Deutsche Bank AG (06/05/2022)

  • KNR Constructions Limited

  • Rolex Rings Limited

  • Sudarshan Chemical Industries Limited

  • KPIT Technologies Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • SRF Limited

  • Mas Financial Services Limited

  • Alicon Castalloy Limited

  • Aarti Industries Limited

  • Vesuvius India Limited

  • Navin Fluorine International Limited

  • MindTree Limited

  • Minda Industries Limited

  • Go Fashion (India) Limited

  • HeidelbergCement India Limited

  • S.J.S. Enterprises Limited

  • IPCA Laboratories Limited

  • JM Financial Limited

  • VST Industries Limited

  • Sansera Engineering Limited

  • Cholamandalam Financial Holdings Limited

  • Vijaya Diagnostic Centre Limited

  • Data Patterns (India) Limited - Lock in Shares

  • Balrampur Chini Mills Limited

  • Multi Commodity Exchange of India Limited

  • Suryoday Small Finance Bank Limited

  • Container Corporation of India Limited

  • Minda Corporation Limited

  • TeamLease Services Limited

  • EPL Limited

  • Computer Age Management Services Limited

  • Jamna Auto Industries Limited

  • Mrs. Bectors Food Specialities Limited

  • Net Receivables / (Payables)

  • Symphony Limited

  • K.P.R. Mill Limited

  • The Phoenix Mills Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Suprajit Engineering Limited

  • Igarashi Motors India Limited

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  • Miscellaneous

  • IT - Software

  • Chemicals

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Household & Personal Products

  • Cement & Construction Materials

  • Refractories

  • Tea/Coffee

  • Engineering - Construction

  • Air Conditioners

  • Abrasives

  • Auto Ancillary

  • Finance - Housing

  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Textile

  • Engineering

  • Forgings

  • Finance - Investment

  • Bearings

  • Dyes & Pigments

  • Fertilizers

  • Diversified

  • Finance Term Lending

  • Castings/Forgings

  • Retailing

  • Pharmaceuticals & Drugs

  • Cigarettes/Tobacco

  • Electronics - Components

  • Sugar

  • Finance - Stock Broking

  • Logistics

  • Plastic Products

  • BPO/ITeS

  • Consumer Food

  • Electric Equipment

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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 ₹9,261.23 crore. AXIS Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 250 - TRI as secondary index.

The NAV of AXIS Small Cap Fund ended down ₹-0.77(-1.34%)yesterday to ₹56.53.

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