Axis Small Cap Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 05-11-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 1.63% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 20,136.63 Cr As on (30-04-2024) |
| Turn over: 24% | Exit Load: Exit load of 1% for investments beyond 10% if redeemed within 12 months |
92.64
1.37 (1.4788%)
23.66%
Benchmark: 16.9%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 5 Months
7 Years 2 Months
7 Years 7 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.17 |
| Sharpe Ratio | 1.52 |
| Alpha | 3.99 |
| Beta | 0.64 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 38.5 | 27.53 | 24.75 | 27.72 | 22.35 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 25-02-2020 | 73.28 | 39.33 | 29.86 | - | - |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 70.8 | - | - | - | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 17-02-2020 | 67.1 | 40.89 | 23.31 | - | - |
| Quant Small Cap Fund - Growth - Regular Plan | 24-11-1996 | 65.78 | 43.25 | 33.9 | 41.54 | 20.81 |
| Nippon India Small Cap Fund - Growth Plan - Growth Option | 05-09-2010 | 58.68 | 40.74 | 34.8 | 32.68 | 26.56 |
| Franklin India Smaller Companies Fund-Growth | 13-01-2006 | 56.67 | 40.9 | 32.71 | 26.07 | 21.32 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 54.44 | 35.6 | 29.77 | 28.61 | - |
| HSBC Small Cap Fund - Regular Growth | 12-05-2014 | 50.36 | 35.59 | 32.08 | 27.31 | 22.44 |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 49.82 | 32.97 | 27.68 | 32.83 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
70.12%
Others
12.76%
Large Cap
2.37%
Mid Cap
14.78%
