AXIS Small Cap Fund - Growth - Regular Plan

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  • Net Change on 07-08-2020

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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 (₹)

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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 5.19 16.98 9.05 5.58 8.00 18.06
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 8.75 33.44 -2.39 -12.23 -2.21 10.51
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 - Regular Plan - Growth Nov 29, 2013 9.05 5.58 8.00 2.05 2,471.56
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 Unrated -6.19 -2.30 5.07 1.93 7,850.53
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 Unrated 11.37 -3.53 4.43 2.03 4,650.34
Kotak-Small Cap Fund - Growth Feb 24, 2005 11.35 -1.34 5.02 2.23 1,493.57
Union Small Cap Fund - Regular Plan - Growth Option Jun 10, 2014 Unrated 17.43 -1.51 1.78 2.54 328.19

Fund Holdings as on 31-July-2020

  • 2% Deutsche Bank AG (06/08/2020)

  • Galaxy Surfactants Limited

  • JK Cement Limited

  • Clearing Corporation of India Ltd

  • Can Fin Homes Limited

  • Aarti Industries Limited

  • Fine Organic Industries Limited

  • City Union Bank Limited

  • JK Lakshmi Cement Limited

  • Mas Financial Services Limited

  • NIIT Technologies Limited

  • Brigade Enterprises Limited

  • HeidelbergCement India Limited

  • Tata Elxsi Limited

  • Blue Star Limited

  • Ahluwalia Contracts (India) Limited

  • SRF Limited

  • Neogen Chemicals Limited

  • CCL Products (India) Limited

  • Orient Electric Limited

  • JM Financial Limited

  • Multi Commodity Exchange of India Limited

  • Sudarshan Chemical Industries Limited

  • Orient Refractories Limited

  • VST Industries Limited

  • Narayana Hrudayalaya Limited

  • IPCA Laboratories Limited

  • Chalet Hotels Limited

  • PNC Infratech Limited

  • KNR Constructions Limited

  • Grindwell Norton Limited

  • PI Industries Limited

  • Navin Fluorine International Limited

  • Supreme Industries Limited

  • Mindspace Business Parks REIT

  • METROPOLIS HEALTHCARE LIMITED

  • Rallis India Limited

  • Vinati Organics Limited

  • Vesuvius India Limited

  • The Phoenix Mills Limited

  • TCNS Clothing Co. Limited

  • Rossari Biotech Limited

  • Igarashi Motors India Limited

  • Cholamandalam Investment and Finance Company Limited

  • Gujarat State Petronet Limited

  • V-Guard Industries Limited

  • TTK Prestige Limited

  • 2.75% Axis Bank Limited (02/11/2020)

  • 3.5% Axis Bank Limited (03/08/2020)

  • RBL Bank Limited

  • MM Forgings Limited

  • Aarti Surfactants Limited

  • Net Receivables / (Payables)

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  • Chemicals

  • Cement & Construction Materials

  • Miscellaneous

  • Household & Personal Products

  • Construction - Real Estate

  • IT - Software

  • Finance - Housing

  • Bank - Private

  • Finance Term Lending

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Air Conditioners

  • Refractories

  • Diversified

  • Pesticides & Agrochemicals

  • Tea/Coffee

  • Finance - Investment

  • Finance - Stock Broking

  • Dyes & Pigments

  • Cigarettes/Tobacco

  • Pharmaceuticals & Drugs

  • Hotel, Resort & Restaurants

  • Abrasives

  • Plastic Products

  • Electric Equipment

  • Textile

  • Finance - NBFC

  • Gas Transmission/Marketing

  • Consumer Durables - Domestic Appliances

  • Forgings

  • Unspecified

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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

  • REITs & InvITs

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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 ₹2,471.56 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 ₹0.18(0.6%)yesterday to ₹30.38.

Among its top 3 holdings the fund has exposure to 2% Deutsche Bank AG (06/08/2020), 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