Axis Small Cap Fund - Regular Plan - Dividend
| Category: Close ended equity scheme |
| Launch Date: 29-11-2013 |
| Asset Class: Equity |
| Benchmark: Not Available |
| Expense Ratio: 2.67% As on (31-12-2018) |
| Status: Open Ended Schemes(Equity Scheme - Small Cap Fund) for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 0.0 |
| Total Assets: 246.26 Cr As on (31-12-2018) |
| Turn over: 22% |
PERFORMANCE of Axis Small Cap Fund - Regular Plan - Dividend
Scheme Performance (%)
Data as on - 21-01-2019Yearly Performance (%)
Fund Managers
Mr. Anupam Tiwari
Mr. Tiwari is a Chartered Accountant. Prior to joining Axis MF he was associated with Principal PNB MF (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
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.
RETURNS CALCULATOR for Axis Small Cap Fund - Regular Plan - Dividend
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Axis Small Cap Fund - Regular Plan - Dividend
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Small Cap Fund - Regular Plan - Dividend | 12.87 | 1.23 | 1.9 | 0.76 | - | - |
| Close ended equity scheme | - | - | - | - | - | - |
PEER COMPARISION of Axis Small Cap Fund - Regular Plan - Dividend
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Axis Small Cap Fund - Regular Plan - Dividend | 29-11-2013 | -8.68 | 10.1 | 12.93 | 21.23 | 0.0 |
| Axis Small Cap Fund - Regular Plan - Growth | 29-11-2013 | -8.68 | 10.51 | 13.22 | 21.67 | 0.0 |
