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3 Year return
25.02%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹20136.63 Cr.
Expense Ratio
0.52% (inclusive of GST)
Exit Load
If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| Chola Financial | 2.86 % |
| J B Chem & Pharm | 2.39 % |
| Ahluwalia Contr. | 2.18 % |
| Krishna Institu. | 2.17 % |
| CCL Products | 2.1 % |
| Can Fin Homes | 1.99 % |
| Nifty 50 Index May 2024 Future | 1.88 % |
| Galaxy Surfact. | 1.81 % |
| JK Lakshmi Cem. | 1.72 % |
| BSE | 1.7 % |
| C C I | 1.68 % |
| Tata Motors | 1.67 % |
| PB Fintech. | 1.63 % |
| Fine Organic | 1.56 % |
| Vesuvius India | 1.56 % |
| CIE Automotive | 1.49 % |
| Phoenix Mills | 1.45 % |
| Chemplast Sanmar | 1.44 % |
| Kaynes Tech | 1.44 % |
| RHI Magnesita | 1.42 % |
| City Union Bank | 1.41 % |
| CreditAcc. Gram. | 1.37 % |
| Persistent Sys | 1.35 % |
| Carborundum Uni. | 1.32 % |
| Mrs Bectors | 1.3 % |
| Multi Comm. Exc. | 1.18 % |
| Minda Corp | 1.17 % |
| Craftsman Auto | 1.13 % |
| Grindwell Norton | 1.06 % |
| Data Pattern | 1.04 % |
| Kirloskar Oil | 0.95 % |
| Neogen Chemicals | 0.93 % |
| Rolex Rings | 0.92 % |
| Sudarshan Chem. | 0.91 % |
| PNC Infratech | 0.85 % |
| Cams Services | 0.84 % |
| Coforge | 0.8 % |
| Apar Inds. | 0.76 % |
| R R Kabel | 0.75 % |
| Orient Electric | 0.73 % |
| INDIA SHELTE FIN | 0.7 % |
| TBILL-182D | 0.69 % |
| Karur Vysya Bank | 0.69 % |
| Alembic Pharma | 0.69 % |
| Chalet Hotels | 0.66 % |
| Mahanagar Gas | 0.66 % |
| KPIT Technologi. | 0.64 % |
| Sundaram Finance | 0.64 % |
| Sona BLW Precis. | 0.62 % |
| KFin Technolog. | 0.61 % |
| Jyothy Labs | 0.6 % |
| Sansera Enginee. | 0.59 % |
| J K Cements | 0.58 % |
| Vijaya Diagnost. | 0.57 % |
| Ipca Labs. | 0.56 % |
| Uno Minda | 0.55 % |
| MAS FINANC SER | 0.54 % |
| Mahindra Life. | 0.54 % |
| Rainbow Child. | 0.52 % |
| Bharat Dynamics | 0.52 % |
| Heidelberg Cem. | 0.51 % |
| KNR Construct. | 0.51 % |
| Fortis Health. | 0.47 % |
| Alicon Cast. | 0.47 % |
| Deepak Fertiliz. | 0.46 % |
| Timken India | 0.45 % |
| SJS Enterprises | 0.43 % |
| Suven Pharma | 0.38 % |
| Go Fashion (I) | 0.37 % |
| Jamna Auto Inds. | 0.36 % |
| VST Industries | 0.35 % |
| Whirlpool India | 0.35 % |
| Cholaman.Inv.&Fn | 0.33 % |
| Suryoday Small | 0.29 % |
| SBFC Finance | 0.28 % |
| Firstsour.Solu. | 0.28 % |
| KEI Industries | 0.27 % |
| MTAR Technologie | 0.26 % |
| Aether Industri. | 0.24 % |
| Team Lease Serv. | 0.24 % |
| Jupiter Life Lin | 0.23 % |
| Global Health | 0.23 % |
| SRF | 0.22 % |
| Navin Fluo.Intl. | 0.21 % |
| Balrampur Chini | 0.21 % |
| JM Financial | 0.21 % |
| TCNS Clothing Co | 0.17 % |
| ICICI Securities | 0.16 % |
| EPL Ltd | 0.16 % |
| Container Corpn. | 0.15 % |
| Mankind Pharma | 0.15 % |
| Laurus Labs | 0.13 % |
| Happy Forgings | 0.13 % |
| Vedant Fashions | 0.12 % |
| TBILL-182D | 0.12 % |
| TBILL-91D | 0.1 % |
| C D S L | 0.09 % |
| Inox India | 0.05 % |
| V-Guard Industri | 0.01 % |
| Net CA & Others | -0.78 % |
Axis Mutual Fund Managers
AT
Anupam Tiwari
Fund Manager since Oct 2016
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant Small Cap Fund IDCW Direct Plan Payout |
35.65% |
0 |
|
Nippon India Small Cap Fund Direct Plan IDCW Payout |
33.93% |
4 |
|
Bank of India Small Cap Fund Direct Plan IDCW Payout |
27.28% |
2.5 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Reinvestment
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Growth
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Reinvestment
About Axis Small Cap Fund Direct Plan-Growth
Axis Small Cap Fund Direct Plan-Growth, a mutual fund scheme from Axis Mutual Fund, primarily invests in small-cap stocks. This small-cap fund stands out for its bottom-up approach to investing, aiming to identify businesses with substantial long-term potential. The performance of Axis Small Cap Fund Direct Plan-Growth in terms of delivering consistent returns aligns with the average of its category. The fund also demonstrates an average ability to mitigate risk during market downturns.
Investment Objective of the Scheme
The investment objective of the Axis Small Cap Fund Direct Plan-Growth is to generate long-term capital appreciation. This is achieved by maintaining a diversified portfolio that primarily consists of equity and equity-related instruments belonging to small cap companies. The fund's strategy is designed to leverage the high growth potential of these small cap companies, with the aim of delivering substantial returns over the long term.
Key Features of The Fund
| 5-year return | 27.98% |
| Expense Ratio | 0.52% |
| Fund Manager | Anupam Tiwari |
| Fund Size | ₹20136.63 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
This Axis Small Cap Fund Direct Plan-Growth is an excellent fit for those who are patient and able to absorb short-term market volatility that can be associated with small-cap investments. However, the fund's strategy does require investors to have an investment horizon of at least five years to effectively reap the potential benefits of small-cap investing. In essence, this fund serves as a strategic investment tool for those willing to tolerate higher risk for potentially higher returns in the long term.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
