Axis Small Cap Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Category: Equity: Small Cap
Launch Date: 05-11-2013
Asset Class: Equity
Benchmark: NIFTY Smallcap 250 TRI
Expense Ratio: 2.04% As on (30-06-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 9,811.15 Cr As on (31-07-2022)
Turn over: 14% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

61.91

23.26%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Smallcap 250 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 5 Months
7 Years 2 Months
7 Years 7 Months
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 0.89
Alpha 8.74
Beta 0.75
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 05-11-2013 12.46 42.47 29.86 20.31 -
Canara Robeco Small Cap Fund - Regular Plan - Growth Option 05-02-2019 21.07 51.86 39.45 - -
IDBI Small Cap Fund Growth Regular 15-06-2017 19.79 46.79 28.96 12.55 -
SBI Small Cap Fund - Regular Plan - Growth 05-09-2009 17.57 42.06 31.78 19.72 25.73
L&T Emerging Businesses Fund - Regular Plan - Growth 11-05-2014 14.31 49.8 28.13 14.2 -
Nippon India Small Cap Fund - Growth Plan - Growth Option 05-09-2010 13.63 49.8 34.76 18.8 24.64
Edelweiss Small Cap Fund - Regular Plan - Growth 01-02-2019 12.65 45.0 34.23 - -
UTI Small Cap Fund - Regular Plan - Growth Option 22-12-2020 12.23 - - - -
ICICI Prudential Smallcap Fund - Growth 01-10-2007 11.13 48.8 29.86 15.48 17.06
Union Small Cap Fund - Regular Plan - Growth Option 10-06-2014 11.1 43.22 33.83 16.15 -

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

67.04%

Others

20.37%

Large Cap

1.44%

Mid Cap

11.15%

Feedback
Notification