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
TER: 1.64% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 20,958.08 Cr As on 28-02-2025(Source:AMFI)
Turn over: 28% | Exit Load: NIL,Scheme re-opens on: November 29, 2018 (after 5 years, on conversion to an open ended scheme) 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

96.18

22.12%

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
10 Years 8 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 14.39
Sharpe Ratio 0.61
Alpha 1.37
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 - Regular Plan - Growth 05-11-2013 14.23 25.5 17.12 29.57 17.46
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 24.59 - - - -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 01-02-2020 23.03 42.98 25.49 35.95 -
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 18.18 33.26 21.84 32.76 -
LIC MF Small Cap Fund-Regular Plan-Growth 15-06-2017 16.81 27.37 17.98 33.09 -
Tata Small Cap Fund-Regular Plan-Growth 02-11-2018 16.46 25.96 22.15 34.99 -
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 15.9 25.48 15.56 - -
BANK OF INDIA Small Cap Fund Regular Plan Growth 12-12-2018 14.75 29.75 18.37 35.7 -
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 14.68 35.26 23.97 29.87 -
DSP Small Cap Fund - Regular - Growth 15-06-2007 12.04 25.73 16.39 32.7 16.06

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

64.73%

Others

13.55%

Large Cap

4.04%

Mid Cap

17.59%

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