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
1.31 (1.362%)
22.12%
Benchmark: 15.84%
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 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
PORTFOLIO
Market Cap Distribution
Small Cap
64.73%
Others
13.55%
Large Cap
4.04%
Mid Cap
17.59%
