AXIS Small Cap Fund - Growth - Regular Plan

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  • Net Change on 17-01-2020

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 5.67 9.95 24.34 15.27 11.62 21.69
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 10.51 14.90 -2.36 -0.08 3.11 12.13
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 24.34 15.27 11.62 2.04 1,542.18
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 -4.12 10.75 9.28 2.04 9,232.45
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 5.73 10.33 10.40 1.85 8,524.70
Franklin India Smaller Companies Fund-Growth Jan 13, 2006 Unrated -0.75 4.29 6.85 1.95 6,928.77
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 -0.59 9.70 11.05 1.97 5,941.26
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 Unrated 9.35 3.83 9.01 1.99 4,918.44

Fund Holdings as on 31-December-2019

  • Clearing Corporation of India Ltd

  • Mas Financial Services Limited

  • City Union Bank Limited

  • Galaxy Surfactants Limited

  • Can Fin Homes Limited

  • NIIT Technologies Limited

  • Fine Organic Industries Limited

  • HeidelbergCement India Limited

  • Aarti Industries Limited

  • Gulf Oil Lubricants India Limited

  • Brigade Enterprises Limited

  • Ahluwalia Contracts (India) Limited

  • JK Cement Limited

  • Neogen Chemicals Limited

  • VST Industries Limited

  • Orient Refractories Limited

  • TCNS Clothing Co. Limited

  • Chalet Hotels Limited

  • Grindwell Norton Limited

  • Orient Electric Limited

  • IPCA Laboratories Limited

  • Blue Star Limited

  • JM Financial Limited

  • Vesuvius India Limited

  • Varroc Engineering Limited

  • SRF Limited

  • Vinati Organics Limited

  • Igarashi Motors India Limited

  • Net Receivables / (Payables)

  • KNR Constructions Limited

  • V-Guard Industries Limited

  • Minda Industries Limited

  • 5.6% HDFC Bank Limited (31/01/2020)

  • RBL Bank Limited

  • CSB Bank Limited

  • Schaeffler India Limited

  • Indiamart Intermesh Limited

  • TTK Prestige Limited

  • MindTree Limited

  • MM Forgings Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • PNC Infratech Limited

  • Arti Surfactants Limited **

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  • Miscellaneous

  • Chemicals

  • Bank - Private

  • Household & Personal Products

  • Cement & Construction Materials

  • Construction - Real Estate

  • Finance Term Lending

  • Finance - Housing

  • IT - Software

  • Refractories

  • Lubricants

  • Cigarettes/Tobacco

  • Auto Ancillary

  • Electric Equipment

  • Textile

  • Hotel, Resort & Restaurants

  • Abrasives

  • Pharmaceuticals & Drugs

  • Air Conditioners

  • Finance - Investment

  • Diversified

  • Engineering - Construction

  • Bearings

  • e-Commerce

  • Consumer Durables - Domestic Appliances

  • Forgings

  • Travel Services

  • Unspecified

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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 ₹1,542.18 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 ₹0.16(0.48%)yesterday to ₹33.36.

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 .

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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