Axis Small Cap Fund - Direct Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 23-11-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 0.56% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 23,640.99 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 28% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment:For 10% of investments: NIL on FIFO basis For remaining investments: 1% w.e.f., 29/11/2018 |
117.89
0.44 (0.3732%)
23.94%
Benchmark: 16.23%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Smallcap 250 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
7 Years 0 Months
7 Years 5 Months
10 Years 2 Months
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 | 14.64 |
| Sharpe Ratio | 0.82 |
| Alpha | 3.12 |
| Beta | 0.68 |
| 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 | 23-11-2013 | 11.25 | 24.79 | 22.56 | 34.03 | 19.7 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 17.86 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 16.22 | 41.55 | 30.83 | 37.76 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 12.52 | 23.7 | 20.5 | - | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 12.28 | 31.59 | 27.22 | 35.53 | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 10.08 | 23.45 | 21.15 | 32.24 | 18.2 |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 8.9 | 25.42 | 20.47 | 35.05 | 16.69 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 8.34 | - | - | - | - |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | 7.57 | 19.76 | 14.56 | - | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 7.15 | 25.28 | 23.4 | 35.48 | 13.74 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
66.54%
Others
13.25%
Large Cap
3.96%
Mid Cap
16.2%
