Axis Small Cap Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Category: Equity: Small Cap
Launch Date: 15-11-2013
Asset Class: Equity
Benchmark: NIFTY SMALLCAP 100 TRI
Expense Ratio: 2.02% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 3,724.37 Cr As on (31-01-2021)
Turn over: 17% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

43.08

22.22%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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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 4 Months
7 Years 1 Months
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 12.85
Sharp Ratio 1.23
Alpha 1.87
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 - Regular Plan - Growth 15-11-2013 27.42 26.9 15.57 18.3 -
Quant Small Cap Fund -Growth 24-11-1996 98.3 26.94 17.52 12.88 10.88
IDFC Emerging Businesses Fund - Regular Plan - Growth 25-02-2020 66.63 - - - -
Kotak-Small Cap Fund - Growth 24-02-2005 57.93 31.43 14.66 19.44 17.72
BOI AXA Small Cap Fund Regular Plan Growth 12-12-2018 55.87 33.22 - - -
Nippon India Small Cap Fund - Growth Plan - Growth Option 05-09-2010 53.47 23.37 9.3 20.37 20.47
Edelweiss Small Cap Fund - Regular Plan - Growth 05-02-2019 52.61 29.54 - - -
Canara Robeco Small Cap Fund- Regular Plan - Growth option 20-02-2019 50.63 23.21 - - -
Principal Small Cap Fund - Regular Plan - Growth Option 05-05-2019 49.07 - - - -
SBI Small Cap Fund - Regular Plan - Growth 05-09-2009 47.2 27.87 11.49 21.75 21.57

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

72.2%

Others

5.44%

Large Cap

0.92%

Mid Cap

20.84%

Mid Cap

0.6%

Scheme Documents

There are no scheme documents available

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