Axis Small Cap Fund - Direct Plan - Growth

Fund House: Axis Mutual Fund
Category: Equity: Small Cap
Launch Date: 29-11-2013
Asset Class: Equity
Benchmark: NIFTY SMALLCAP 100 TRI
Expense Ratio: 0.39% As on (31-07-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 6,785.27 Cr As on (31-07-2021)
Turn over: 21% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

65.27

27.05%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY SMALLCAP 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 3 Months
6 Years 12 Months
7 Years 5 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

Volatility 12.87
Sharp Ratio 1.33
Alpha 3.02
Beta 0.76
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 - Direct Plan - Growth 29-11-2013 88.64 41.0 32.88 23.13 -
Quant Small Cap Fund - Growth - Regular Plan 24-11-1996 124.72 77.05 36.24 21.83 15.44
Kotak-Small Cap Fund - Growth 24-02-2005 108.83 50.04 31.16 20.09 21.17
L&T Emerging Businesses Fund - Regular Plan - Growth 11-05-2014 104.21 36.49 19.65 18.95 -
HDFC Small Cap Fund - Growth Option 05-04-2008 102.21 35.82 19.86 18.89 18.98
Nippon India Small Cap Fund - Growth Plan - Growth Option 05-09-2010 101.93 45.72 25.64 21.92 24.68
ICICI Prudential Smallcap Fund - Growth 01-10-2007 101.09 41.29 28.23 16.78 17.97
Principal Small Cap Fund - Regular Plan - Growth Option 05-05-2019 98.94 50.63 - - -
Sundaram Small Cap Fund Regular Plan - Growth 10-02-2005 97.75 38.77 21.8 12.82 17.86
Canara Robeco Small Cap Fund - Regular Plan - Growth Option 05-02-2019 97.11 51.77 - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

66.73%

Others

11.15%

Large Cap

0.23%

Mid Cap

21.89%

Feedback
Notification