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
0.13 (0.21%)
23.26%
NIFTY Smallcap 250 TRI 14.9%
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
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
PORTFOLIO
Market Cap Distribution
Small Cap
67.04%
Others
20.37%
Large Cap
1.44%
Mid Cap
11.15%
