Axis Small Cap Fund - Direct Plan - Growth
| Category: Equity: Small Cap |
| Launch Date: 29-11-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY SMALLCAP 100 TRI |
| Expense Ratio: 1.01% As on (30-09-2019) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 0.0 |
| Total Assets: 1,199.83 Cr As on (31-10-2019) |
| Turn over: 12% | Exit Load: 1.00% - 365 days |
(%)
%
NIFTY SMALLCAP 100 TRI 8.95%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY SMALLCAP 100 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 3 Months
There is no value for 4x
There is no value for 5x
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(%) |
|---|
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
63.89%
Others
19.67%
Mid Cap
16.44%
