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 4.97 2.24 40.99 26.77 26.29 23.47
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 40.99 26.77 26.29 1.64 19,029.59
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 57.68 36.02 29.44 1.52 45,749.06
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 51.76 32.61 22.71 1.60 27,574.12
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 40.73 25.45 24.35 1.62 25,434.98
Quant Small Cap Fund -Growth Oct 16, 1996 72.45 41.04 36.35 1.67 17,348.96
Kotak-Small Cap Fund - Growth Feb 24, 2005 40.77 24.38 25.88 1.65 13,881.69

Fund Holdings as on 31-March-2024

  • Clearing Corporation of India Ltd

  • Birlasoft Limited

  • Narayana Hrudayalaya Limited

  • Brigade Enterprises Limited

  • Blue Star Limited

  • Cholamandalam Financial Holdings Limited

  • Krishna Institute Of Medical Sciences Limited

  • CCL Products (India) Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Ahluwalia Contracts (India) Limited

  • Can Fin Homes Limited

  • JK Lakshmi Cement Limited

  • Nifty 50 Index April 2024 Future

  • Persistent Systems Limited

  • Tata Motors Limited

  • CIE Automotive India Limited

  • Galaxy Surfactants Limited

  • Kaynes Technology India Limited

  • BSE Limited

  • The Phoenix Mills Limited

  • PB Fintech Limited

  • Fine Organic Industries Limited

  • CreditAccess Grameen Limited

  • Chemplast Sanmar Limited

  • RHI Magnesita India Limited

  • Minda Corporation Limited

  • City Union Bank Limited

  • Carborundum Universal Limited

  • Vesuvius India Limited

  • Mrs. Bectors Food Specialities Limited

  • Craftsman Automation Limited

  • Grindwell Norton Limited

  • Data Patterns (India) Limited

  • KPIT Technologies Limited

  • Coforge Limited

  • Rolex Rings Limited

  • PNC Infratech Limited

  • Sudarshan Chemical Industries Limited

  • Neogen Chemicals Limited

  • India Shelter Finance Corporation Limited

  • Sona BLW Precision Forgings Limited

  • JK Cement Limited

  • Apar Industries Limited

  • R R Kabel Limited

  • Net Receivables / (Payables)

  • Orient Electric Limited

  • 182 Days Tbill (MD 11/04/2024)

  • Computer Age Management Services Limited

  • Jyothy Labs Limited

  • Sundaram Finance Limited

  • Sansera Engineering Limited

  • Kirloskar Oil Engines Limited

  • Karur Vysya Bank Limited

  • Multi Commodity Exchange of India Limited

  • IPCA Laboratories Limited

  • Vijaya Diagnostic Centre Limited

  • Mas Financial Services Limited

  • Mahanagar Gas Limited

  • UNO Minda Limited

  • Mahindra Lifespace Developers Limited

  • KFin Technologies Limited

  • Rainbow Childrens Medicare Limited

  • HeidelbergCement India Limited

  • KNR Constructions Limited

  • Alembic Pharmaceuticals Limited

  • Bharat Dynamics Limited

  • Fortis Healthcare Limited

  • S.J.S. Enterprises Limited

  • Alicon Castalloy Limited

  • Go Fashion (India) Limited

  • Jamna Auto Industries Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • MTAR Technologies Limited

  • Cholamandalam Investment and Finance Company Ltd

  • VST Industries Limited

  • Suven Pharmaceuticals Limited

  • Chalet Hotels Limited

  • Firstsource Solutions Limited

  • SBFC Finance Limited

  • Timken India Limited

  • Whirlpool of India Limited

  • KEI Industries Limited

  • Aether Industries Limited

  • Suryoday Small Finance Bank Limited

  • Jupiter Life Line Hospitals Limited

  • SRF Limited

  • Global Health Limited

  • TeamLease Services Limited

  • Navin Fluorine International Limited

  • Balrampur Chini Mills Limited

  • Tata Elxsi Limited

  • JM Financial Limited

  • 91 Days Tbill (MD 11/04/2024)

  • ICICI Securities Limited

  • EPL Limited

  • Mankind Pharma Limited

  • MphasiS Limited

  • TCNS Clothing Co. Limited

  • Container Corporation of India Limited

  • 182 Days Tbill (MD 23/05/2024)

  • Happy Forgings Limited

  • Vedant Fashions Limited

  • Laurus Labs Limited

  • Inox India Limited

  • V-Guard Industries Limited

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  • Miscellaneous

  • Hospital & Healthcare Services

  • IT - Software

  • Construction - Real Estate

  • Auto Ancillary

  • Chemicals

  • Pharmaceuticals & Drugs

  • Air Conditioners

  • Finance - Investment

  • Cement & Construction Materials

  • Finance - Housing

  • Refractories

  • Finance - NBFC

  • Household & Personal Products

  • Abrasives

  • Tea/Coffee

  • Bank - Private

  • Finance - Others

  • Forgings

  • Automobiles-Trucks/Lcv

  • Electronics - Components

  • Fintech

  • Defence

  • Engineering - Construction

  • Consumer Food

  • Depository Services

  • Bearings

  • Cable

  • Consumer Durables - Domestic Appliances

  • Dyes & Pigments

  • Finance - Stock Broking

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Finance Term Lending

  • Gas Transmission/Marketing

  • Castings/Forgings

  • Retailing

  • Fertilizers

  • Engineering

  • Cigarettes/Tobacco

  • Hotel, Resort & Restaurants

  • BPO/ITeS

  • Textile

  • Professional Services

  • Sugar

  • Plastic Products

  • Logistics

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Fund Manager

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  • Equity

  • Sovereign

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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 ₹19,029.59 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 ₹-0.55(-0.61%)yesterday to ₹89.15.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, and

The AXIS Small Cap Fund is managed by Shreyash Devalkar and Mayank Hyanki.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com