AXIS Small Cap Fund - Growth - Regular Plan

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  • Net Change on 03-12-2021

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP 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 1.09 5.33 59.15 32.27 23.18 25.18
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 59.15 32.27 23.18 1.96 7,362.16
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 74.66 28.14 23.27 1.81 17,197.20
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 68.10 20.44 20.17 1.83 13,182.11
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 53.38 28.33 23.72 1.74 10,625.89
DSP Small Cap Fund - Regular - Growth Jun 14, 2007 57.65 26.82 16.81 1.90 8,269.57
L&T Emerging Businesses Fund - Regular Plan - Growth Option May 12, 2014 75.21 21.76 20.37 1.88 7,554.14

Fund Holdings as on 31-October-2021

  • Clearing Corporation of India Ltd

  • Galaxy Surfactants Limited

  • Brigade Enterprises Limited

  • Tata Elxsi Limited

  • JK Lakshmi Cement Limited

  • Narayana Hrudayalaya Limited

  • CCL Products (India) Limited

  • Fine Organic Industries Limited

  • Chemplast Sanmar Limited

  • Birlasoft Limited

  • Krishna Institute Of Medical Sciences Limited

  • Coforge Limited

  • Grindwell Norton Limited

  • PNC Infratech Limited

  • Can Fin Homes Limited

  • Orient Electric Limited

  • JK Cement Limited

  • Ahluwalia Contracts (India) Limited

  • Persistent Systems Limited

  • Mahindra CIE Automotive Limited

  • Blue Star Limited

  • RHI Magnesita India Limited

  • MTAR Technologies Limited - Lock in Shares

  • Neogen Chemicals Limited

  • City Union Bank Limited

  • TCNS Clothing Co. Limited

  • KNR Constructions Limited

  • Aarti Industries Limited

  • Sudarshan Chemical Industries Limited

  • Rolex Rings Limited

  • Mas Financial Services Limited

  • MindTree Limited

  • KPIT Technologies Limited

  • Alicon Castalloy Limited

  • SRF Limited

  • Vesuvius India Limited

  • HeidelbergCement India Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • JM Financial Limited

  • VST Industries Limited

  • Navin Fluorine International Limited

  • Multi Commodity Exchange of India Limited

  • Suryoday Small Finance Bank Limited

  • Cholamandalam Financial Holdings Limited

  • IPCA Laboratories Limited

  • Minda Industries Limited

  • Sansera Engineering Limited

  • Symphony Limited

  • Computer Age Management Services Limited

  • Vijaya Diagnostic Centre Limited

  • EPL Limited

  • TeamLease Services Limited

  • Supreme Industries Limited

  • Balrampur Chini Mills Limited

  • Mrs. Bectors Food Specialities Limited

  • Net Receivables / (Payables)

  • Container Corporation of India Limited

  • Igarashi Motors India Limited

  • Aditya Birla Sun Life AMC Limited

  • Jamna Auto Industries Limited

  • MM Forgings Limited

  • Privi Speciality Chemicals Limited

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  • IT - Software

  • Chemicals

  • Miscellaneous

  • Construction - Real Estate

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Household & Personal Products

  • Engineering - Construction

  • Tea/Coffee

  • Refractories

  • Consumer Durables - Domestic Appliances

  • Abrasives

  • Bank - Private

  • Finance - Housing

  • Forgings

  • Air Conditioners

  • Engineering

  • Textile

  • Finance - Investment

  • Auto Ancillary

  • Dyes & Pigments

  • Bearings

  • Finance Term Lending

  • Castings/Forgings

  • Diversified

  • Plastic Products

  • Fertilizers

  • Cigarettes/Tobacco

  • Finance - Stock Broking

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Sugar

  • Consumer Food

  • Logistics

  • Electric Equipment

  • Finance - Asset Management

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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 Balanced Advantage Fund
  • Axis Equity Saver Fund
  • AXIS Small Cap Fund
  • Cash

  • 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 ₹7,362.16 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 up ₹0.14(0.23%)yesterday to ₹60.51.

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