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
-0.39 (-0.9053%)
22.22%
NIFTY SMALLCAP 100 TRI 11.82%
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 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
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
