AXIS Small Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 -1.11 -0.60 0.59 22.84 18.11 22.25
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 250 - 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 0.59 22.84 18.11 1.92 11,390.24
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 3.59 31.09 15.11 1.83 23,701.28
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 4.27 25.47 13.42 1.84 15,348.09
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 2.81 26.23 12.21 1.77 14,649.44
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 -2.56 25.71 11.06 1.84 9,160.66
HSBC Small Cap Fund - Regular Growth May 12, 2014 0.45 27.21 11.61 1.85 8,696.59

Fund Holdings as on 31-December-2022

  • Clearing Corporation of India Ltd

  • Narayana Hrudayalaya Limited

  • Fine Organic Industries Limited

  • JK Lakshmi Cement Limited

  • Galaxy Surfactants Limited

  • CCL Products (India) Limited

  • Krishna Institute Of Medical Sciences Limited

  • Brigade Enterprises Limited

  • RHI Magnesita India Limited

  • Birlasoft Limited

  • Blue Star Limited

  • City Union Bank Limited

  • Mahindra CIE Automotive Limited

  • Grindwell Norton Limited

  • Chemplast Sanmar Limited

  • Can Fin Homes Limited

  • Ahluwalia Contracts (India) Limited

  • Persistent Systems Limited

  • Rolex Rings Limited

  • Coforge Limited

  • Neogen Chemicals Limited - Lock in Shares

  • MTAR Technologies Limited

  • KPIT Technologies Limited

  • JK Cement Limited

  • Orient Electric Limited

  • Sundaram Finance Limited

  • Vesuvius India Limited

  • PNC Infratech Limited

  • Cholamandalam Financial Holdings Limited

  • KNR Constructions Limited

  • Mas Financial Services Limited

  • Sudarshan Chemical Industries Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • HeidelbergCement India Limited

  • Alicon Castalloy Limited

  • TCNS Clothing Co. Limited

  • UNO Minda Limited

  • Go Fashion (India) Limited

  • Data Patterns (India) Limited

  • SRF Limited

  • IPCA Laboratories Limited

  • Navin Fluorine International Limited

  • Sansera Engineering Limited

  • S.J.S. Enterprises Limited

  • Tata Elxsi Limited

  • LTIMindtree Limited

  • The Phoenix Mills Limited

  • VST Industries Limited

  • JM Financial Limited

  • Aarti Industries Limited

  • Vijaya Diagnostic Centre Limited

  • Container Corporation of India Limited

  • Craftsman Automation Limited

  • Multi Commodity Exchange of India Limited

  • Fortis Healthcare Limited

  • Jamna Auto Industries Limited

  • Mahindra & Mahindra Financial Services Limited

  • Balrampur Chini Mills Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Suryoday Small Finance Bank Limited

  • Mrs. Bectors Food Specialities Limited

  • Rainbow Childrens Medicare Limited

  • Sona BLW Precision Forgings Limited

  • EPL Limited

  • The Ramco Cements Limited

  • Minda Corporation Limited

  • Computer Age Management Services Limited

  • KFin Technologies Limited

  • MphasiS Limited

  • TeamLease Services Limited

  • Kaynes Technology India Limited

  • Global Health Limited

  • Aether Industries Limited

  • Motherson Sumi Wiring India Limited

  • Symphony Limited

  • K.P.R. Mill Limited

  • Aarti Pharmalabs Limited

  • Bata India Limited

  • V-Guard Industries Limited

  • Suprajit Engineering Limited

  • Sundram Fasteners Limited

  • Igarashi Motors India Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Hospital & Healthcare Services

  • Chemicals

  • IT - Software

  • Cement & Construction Materials

  • Construction - Real Estate

  • Refractories

  • Household & Personal Products

  • Tea/Coffee

  • Bank - Private

  • Air Conditioners

  • Auto Ancillary

  • Forgings

  • Engineering - Construction

  • Abrasives

  • Finance - NBFC

  • Finance - Housing

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Bearings

  • Engineering

  • Consumer Durables - Domestic Appliances

  • Finance Term Lending

  • Dyes & Pigments

  • Fertilizers

  • Electronics - Components

  • Castings/Forgings

  • Textile

  • Retailing

  • Diversified

  • Cigarettes/Tobacco

  • Engineering - Industrial Equipments

  • Logistics

  • Finance - Stock Broking

  • Sugar

  • Consumer Food

  • Plastic Products

  • BPO/ITeS

  • Finance - Others

  • Steel & Iron Products

  • Unspecified

  • Electric Equipment

  • Fasteners

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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 ₹11,390.24 crore. AXIS Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 250 - TRI as secondary index.

The NAV of AXIS Small Cap Fund ended down ₹-0.07(-0.11%)yesterday to ₹63.32.

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 Vinayak Jayanath.

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