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3 Year return

25.02%
Launched on November 2013 (12 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

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.

Ratings

ARQ Rating
4

Ratings by other agencies

5
3
0

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

Holdings
Top Holdings% of Asset
Blue Star Ltd3.79%
Brigade Enterprises Ltd3.78%
Narayana Hrudayalaya Ltd3.42%
Birlasoft Ltd2.87%
Others86.14%
Other Holdings% of Asset
J B Chemicals & Pharmaceuticals Ltd2.39%
Ahluwalia Contracts (India) Ltd2.18%
Krishna Institute of Medical Sciences Ltd2.17%
CCL Products (India) Ltd2.10%
Can Fin Homes Ltd1.99%
Galaxy Surfactants Ltd1.81%
JK Lakshmi Cement Ltd1.72%
BSE Ltd1.70%
Tata Motors Ltd1.67%
PB Fintech Ltd1.63%
Fine Organic Industries Ltd1.56%
Vesuvius India Ltd1.56%
CIE Automotive India Ltd1.49%
Phoenix Mills Ltd1.45%
Chemplast Sanmar Ltd1.44%
Kaynes Technology India Ltd1.44%
RHI Magnesita India Ltd1.42%
City Union Bank Ltd1.41%
CreditAccess Grameen Ltd1.37%
Persistent Systems Ltd1.35%
Carborundum Universal Ltd1.32%
Mrs Bectors Food Specialities Ltd1.30%
Multi Commodity Exchange of India Ltd1.18%
Minda Corporation Ltd1.17%
Craftsman Automation Ltd1.13%
Grindwell Norton Ltd1.06%
Data Patterns (India) Ltd1.04%
Kirloskar Oil Engines Ltd0.95%
Neogen Chemicals Ltd0.93%
Rolex Rings Ltd0.92%
Sudarshan Chemical Industries Ltd0.91%
PNC Infratech Ltd0.85%
Computer Age Management Services Ltd0.84%
Coforge Ltd0.80%
Apar Industries Ltd0.76%
R R Kabel Ltd0.75%
Orient Electric Ltd0.73%
India Shelter Finance Corporation Ltd0.70%
Karur Vysya Bank Ltd0.69%
Alembic Pharmaceuticals Ltd0.69%
Chalet Hotels Ltd0.66%
Mahanagar Gas Ltd0.66%
Sundaram Finance Ltd0.64%
KPIT Technologies Ltd0.64%
Sona BLW Precision Forgings Ltd0.62%
KFin Technologies Ltd0.61%
Jyothy Labs Ltd0.60%
Sansera Engineering Ltd0.59%
J K Cements Ltd0.58%
Vijaya Diagnostic Centre Ltd0.57%
Ipca Laboratories Ltd0.56%
Uno Minda Ltd0.55%
MAS Financial Services Ltd0.54%
Mahindra Lifespace Developers Ltd0.54%
Rainbow Childrens Medicare Ltd0.52%
Bharat Dynamics Ltd0.52%
HeidelbergCement India Ltd0.51%
KNR Constructions Ltd0.51%
Fortis Healthcare Ltd0.47%
Alicon Castalloy Ltd0.47%
Deepak Fertilizers & Petrochemicals Corp Ltd0.46%
Timken India Ltd0.45%
S J S Enterprises Ltd0.43%
Cohance Lifesciences Ltd0.38%
Go Fashion (India) Ltd0.37%
Jamna Auto Industries Ltd0.36%
Whirlpool of India Ltd0.35%
VST Industries Ltd0.35%
Cholamandalam Investment & Finance Company Ltd0.33%
Suryoday Small Finance Bank Ltd0.29%
SBFC Finance Ltd0.28%
Firstsource Solutions Ltd0.28%
KEI Industries Ltd0.27%
MTAR Technologies Ltd0.26%
Aether Industries Ltd0.24%
Team Lease Services Ltd0.24%
Jupiter Life Line Hospitals Ltd0.23%
Global Health Ltd0.23%
SRF Ltd0.22%
Navin Fluorine International Ltd0.21%
JM Financial Ltd0.21%
Balrampur Chini Mills Ltd0.21%
ICICI Securities Ltd0.16%
EPL Ltd0.16%
Container Corporation Of India Ltd0.15%
Mankind Pharma Ltd0.15%
Laurus Labs Ltd0.13%
Happy Forgings Ltd0.13%
Vedant Fashions Ltd0.12%
Central Depository Services (India) Ltd0.09%
Inox India Ltd0.05%
V-Guard Industries Ltd0.01%

Axis Mutual Fund Managers

AT

Anupam Tiwari

Fund Manager since Oct 2016

View Details

Fund House Details

Axis Mutual Fund

Axis Mutual Fund Asset management company

AUM ₹275,166.00 Cr.
No. of Schemes 248
Setup Date January 2009

Peer Comparison

Comparison with other similar funds

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

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
Email 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.

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FAQs

What is today's NAV of Axis Small Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Small Cap Fund on May 29 2024, is ₹105.43

What is the AUM of Axis Small Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Small Cap Fund, is ₹20136.63 crore.

What is the expense ratio of Axis Small Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Axis Small Cap Fund is 0.52%

What are the returns of Axis Small Cap Fund since inception?

The Axis Small Cap Fund was launched on Nov 11 2013. The fund has delivered a CAGR of 25.14 since inception.

What is the minimum SIP amount to invest in Axis Small Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Small Cap Fund is ₹100.

How do I invest in Axis Small Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Axis Small Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Axis Small Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Axis Small Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

FAQs

What is today's NAV of Axis Small Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Small Cap Fund on May 29 2024, is ₹105.43

What is the AUM of Axis Small Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Small Cap Fund, is ₹20136.63 crore.

What is the expense ratio of Axis Small Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Axis Small Cap Fund is 0.52%

What are the returns of Axis Small Cap Fund since inception?

The Axis Small Cap Fund was launched on Nov 11 2013. The fund has delivered a CAGR of 25.14 since inception.

What is the minimum SIP amount to invest in Axis Small Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Small Cap Fund is ₹100.

How do I invest in Axis Small Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Axis Small Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Axis Small Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Axis Small Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.