Axis Small Cap Fund - Regular Plan - Growth
Category: Equity: Small Cap
Launch Date: 05-11-2013
AUM:
23,919.68 Cr
Expense Ratio
1.61%
Benchmark
NIFTY Smallcap 250 TRI
ISIN
INF846K01K01
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Tejas Sheth, Mr. Mayank Hyanki, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Small Cap Fund - Regular Plan - Growth | 6.59 | 17.98 | 18.62 |
| NIFTY SMALLCAP 250 TRI | 7.0 | 22.46 | 19.38 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
103.9
Last change
1.23 (1.1838%)
Fund Size (AUM)
₹ 23,919.68 Cr
Performance
20.78% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Fund Manager
Mr. Tejas Sheth, Mr. Mayank Hyanki, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Clearing Corporation of India Ltd | 6.04 |
| Krishna Institute Of Medical Sciences Limited | 2.9 |
| Multi Commodity Exchange of India Ltd | 2.82 |
| CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.69 |
| JB Chemicals & Pharmaceuticals Limited | 2.36 |
| CITY UNION BANK LIMITED EQ NEW RS. 1/- | 2.14 |
| NIFTY March 2026 Future | 2.08 |
| BLUE STAR LIMITED EQ NEW FV RS.2/- | 1.94 |
| CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/- | 1.74 |
| BRIGADE ENTERPRISES LIMITED EQ | 1.64 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.1 |
| Capital Goods | 12.81 |
| Healthcare | 12.25 |
| Chemicals | 7.45 |
| Automobile and Auto Components | 7.05 |
| Fast Moving Consumer Goods | 6.08 |
| Consumer Durables | 4.84 |
| Information Technology | 4.36 |
| Realty | 3.67 |
| Construction | 2.55 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Small Cap Reg Gr | 18.62 |
| TRUSTMF SMALL CAP FUND REG GR | 0.0 |
| Union Small Cap Reg Gr | 18.91 |
| DSP Small Cap Reg Gr | 20.21 |
| Mirae Asset Small Cap Fund Reg Gr | 0.0 |
| Sundaram Small Cap Reg Gr | 19.4 |
| Mahindra Manulife Small Cap Fund Reg Gr | 0.0 |
| ABSL Small Cap Gr | 14.95 |
| Bandhan Small Cap Reg Gr | 23.29 |
| Invesco India Small Cap Reg Gr | 22.17 |