AXIS Small Cap Fund - Growth - Regular Plan

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  • Net Change on 19-02-2019

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP 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 -5.16 -2.31 -8.90 11.83 20.73 19.51
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
Nifty Smallcap 100 -10.76 -9.46 -30.98 8.18 12.05 12.16
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 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 -8.90 11.83 20.73 2.67 221.68
HSBC Small Cap Equity Fund - Growth May 19, 2005 -29.60 8.98 16.92 2.46 718.50
ICICI Prudential Smallcap Fund - Growth Oct 18, 2007 -26.83 6.42 10.78 2.61 173.77
Quant Small Cap Fund -Growth Oct 16, 1996 -8.74 1.27 4.70 2.25 1.26
Sundaram Select Micro Cap Series III - Regular Plan - Growth Option Feb 17, 2014 -10.84 14.25 25.06 2.87 58.43
Sundaram Small Cap Fund-Regular Growth Feb 15, 2005 -31.41 6.55 19.19 2.34 1,037.40

Fund Holdings as on 31-January-2019

  • Clearing Corporation of India Ltd

  • NIIT Technologies Limited

  • TCNS Clothing Co. Limited

  • Mas Financial Services Limited

  • Gulf Oil Lubricants India Limited

  • Vinati Organics Limited

  • HeidelbergCement India Limited

  • Fine Organic Industries Limited

  • Schaeffler India Limited

  • V-Guard Industries Limited

  • Galaxy Surfactants Limited

  • VST Industries Limited

  • Blue Star Limited

  • Grindwell Norton Limited

  • Amber Enterprises India Limited

  • Vesuvius India Limited

  • 4% Deutsche Bank AG (07/02/2019)

  • Orient Refractories Limited

  • TTK Prestige Limited

  • Can Fin Homes Limited

  • Igarashi Motors India Limited

  • Varroc Engineering Limited

  • JK Cement Limited

  • MM Forgings Limited

  • CEAT Limited

  • Godrej Agrovet Limited

  • Tube Investments of India Limited

  • Sundaram Finance Holdings Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Chemicals

  • IT - Software

  • Textile

  • Air Conditioners

  • Finance Term Lending

  • Cement & Construction Materials

  • Lubricants

  • Electric Equipment

  • Refractories

  • Bearings

  • Household & Personal Products

  • Cigarettes/Tobacco

  • Abrasives

  • Consumer Durables - Domestic Appliances

  • Finance - Housing

  • Auto Ancillary

  • Forgings

  • Tyres & Allied

  • Consumer Food

  • Cycles

  • Finance - Investment

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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 ₹221.68 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 ₹0.13(0.51%)yesterday to ₹25.51.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, NIIT Technologies Limited and TCNS Clothing Co. 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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