AXIS Small Cap Fund - Growth - Regular Plan

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  • Net Change on 17-06-2021

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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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  • 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 5.03 15.88 82.99 22.60 19.74 23.79
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 9.02 17.00 118.17 8.16 11.65 13.86
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 82.99 22.60 19.74 1.98 5,434.93
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 112.88 17.40 21.49 1.77 14,317.79
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 Unrated 108.64 11.87 18.58 1.86 11,574.19
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 91.38 18.52 22.02 1.97 8,664.09
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 97.92 15.04 14.99 1.94 7,250.52
Franklin India Smaller Companies Fund-Growth Jan 13, 2006 Unrated 99.30 8.86 12.31 1.87 6,657.08

Fund Holdings as on 31-May-2021

  • Clearing Corporation of India Ltd

  • Galaxy Surfactants Limited

  • Tata Elxsi Limited

  • JK Lakshmi Cement Limited

  • Narayana Hrudayalaya Limited

  • Fine Organic Industries Limited

  • CCL Products (India) Limited

  • Coforge Limited

  • Brigade Enterprises Limited

  • PNC Infratech Limited

  • Can Fin Homes Limited

  • JK Cement Limited

  • Grindwell Norton Limited

  • Orient Refractories Limited

  • City Union Bank Limited

  • Ahluwalia Contracts (India) Limited

  • Orient Electric Limited

  • Aarti Industries Limited

  • Mas Financial Services Limited

  • Blue Star Limited

  • Persistent Systems Limited

  • Neogen Chemicals Limited

  • TCNS Clothing Co. Limited

  • Birlasoft Limited

  • KNR Constructions Limited

  • HeidelbergCement India Limited

  • Sudarshan Chemical Industries Limited

  • MTAR Technologies Limited - Lock in Shares

  • Vesuvius India Limited

  • JM Financial Limited

  • KPIT Technologies Limited

  • SRF Limited

  • Suryoday Small Finance Bank Limited

  • VST Industries Limited

  • Navin Fluorine International Limited

  • Container Corporation of India Limited

  • Supreme Industries Limited

  • MindTree Limited

  • IPCA Laboratories Limited

  • Multi Commodity Exchange of India Limited

  • Cholamandalam Financial Holdings Limited

  • Metropolis Healthcare Limited

  • Computer Age Management Services Limited

  • Vinati Organics Limited

  • Mrs. Bectors Food Specialities Limited

  • TeamLease Services Limited

  • Cholamandalam Investment and Finance Company Limited

  • EPL Limited

  • Igarashi Motors India Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • Chalet Hotels Limited

  • 3.25% Axis Bank Limited (09/08/2021)

  • MM Forgings Limited

  • Jamna Auto Industries Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Miscellaneous

  • Chemicals

  • Cement & Construction Materials

  • Household & Personal Products

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Engineering - Construction

  • Refractories

  • Tea/Coffee

  • Bank - Private

  • Finance - Housing

  • Abrasives

  • Consumer Durables - Domestic Appliances

  • Finance Term Lending

  • Air Conditioners

  • Finance - Investment

  • Textile

  • Dyes & Pigments

  • Plastic Products

  • Engineering

  • Diversified

  • Cigarettes/Tobacco

  • Logistics

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • BPO/ITeS

  • Consumer Food

  • Finance - NBFC

  • Electric Equipment

  • Travel Services

  • Hotel, Resort & Restaurants

  • Forgings

  • Auto Ancillary

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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

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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 ₹5,434.93 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 ₹-0.12(-0.24%)yesterday to ₹50.12.

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