AXIS Small Cap Fund - Growth - Regular Plan

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  • Net Change on 30-10-2020

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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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  • 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 1.63 14.49 7.18 7.81 11.14 19.13
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 -0.01 16.26 2.30 -11.29 1.47 11.05
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 7.18 7.81 11.14 1.98 2,930.06
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 8.57 -0.66 9.20 2.13 9,624.68
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 Unrated -3.30 -2.72 7.49 2.11 8,741.02
Franklin India Smaller Companies Fund-Growth Jan 13, 2006 Unrated -3.07 -6.35 4.01 1.91 5,779.08
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 Unrated -3.09 -5.74 7.98 1.99 5,418.72
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 10.57 4.15 12.58 1.88 5,320.79

Fund Holdings as on 30-September-2020

  • Galaxy Surfactants Limited

  • Clearing Corporation of India Ltd

  • Fine Organic Industries Limited

  • Can Fin Homes Limited

  • Tata Elxsi Limited

  • Brigade Enterprises Limited

  • City Union Bank Limited

  • Mas Financial Services Limited

  • CCL Products (India) Limited

  • Coforge Limited

  • JK Cement Limited

  • Narayana Hrudayalaya Limited

  • Blue Star Limited

  • Aarti Industries Limited

  • HeidelbergCement India Limited

  • JK Lakshmi Cement Limited

  • Ahluwalia Contracts (India) Limited

  • Neogen Chemicals Limited

  • SRF Limited

  • Jindal Steel & Power Limited

  • PNC Infratech Limited

  • Orient Electric Limited

  • Sudarshan Chemical Industries Limited

  • Orient Refractories Limited

  • JM Financial Limited

  • Multi Commodity Exchange of India Limited

  • KNR Constructions Limited

  • Grindwell Norton Limited

  • VST Industries Limited

  • IPCA Laboratories Limited

  • Chalet Hotels Limited

  • Navin Fluorine International Limited

  • Happiest Minds Technologies Limited

  • PI Industries Limited

  • Route Mobile Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Supreme Industries Limited

  • Essel Propack Limited

  • Rallis India Limited

  • Birlasoft Limited

  • Vinati Organics Limited

  • Computer Age Management Services Limited

  • TeamLease Services Limited

  • TCNS Clothing Co. Limited

  • Vesuvius India Limited

  • Cholamandalam Investment and Finance Company Limited

  • Net Receivables / (Payables)

  • Igarashi Motors India Limited

  • The Phoenix Mills Limited

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

  • MM Forgings Limited

  • KPIT Technologies Limited

  • Gujarat State Petronet Limited

  • Sequent Scientific Limited

  • Asahi India Glass Limited

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  • Chemicals

  • IT - Software

  • Cement & Construction Materials

  • Household & Personal Products

  • Construction - Real Estate

  • Miscellaneous

  • Finance - Housing

  • Hospital & Healthcare Services

  • Engineering - Construction

  • Bank - Private

  • Finance Term Lending

  • Tea/Coffee

  • Air Conditioners

  • Refractories

  • Pesticides & Agrochemicals

  • Diversified

  • Steel/Sponge Iron/Pig Iron

  • Plastic Products

  • Dyes & Pigments

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Finance - Stock Broking

  • Abrasives

  • Cigarettes/Tobacco

  • Hotel, Resort & Restaurants

  • BPO/ITeS

  • Textile

  • Finance - NBFC

  • Electric Equipment

  • Forgings

  • Gas Transmission/Marketing

  • Glass

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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

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 ₹2,930.06 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 ₹0.11(0.33%)yesterday to ₹33.7.

Among its top 3 holdings the fund has exposure to Galaxy Surfactants Limited, 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