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    • Axis Small Cap Fund (Growth)
    Axis Mutual Fund

    Axis Small Cap Fund (Growth)

    EquitySmall Cap

    Top Ranked

    59.36

    NAV (Sep 23)

    21.6%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    These are the top-ranked funds within small cap mutual funds.However, Scripbox does not recommend investing in small cap mutual funds.These funds invest in the smallest companies listed on the exchanges.

    Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

    Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    8 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    7,096 Cr. Category leader in size

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    59.36

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    82.1%
    Last 3Y
    30.5%
    Last 5Y
    21.6%
    Last 10Y
    NA
    Since Inception
    25.6%
    6 Month CAGR
    37.2%
    info-icon-blue

    Scheme Information

    Investment Objective

    To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.91
    Launched (8y ago)
    Nov 29, 2013
    AUM in Crores
    7095.106
    ISIN
    INF846K01K01
    Lock-in
    No Lock-in
    Benchmark
    IISL NIFTY Smallcap 100 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Anupam Tiwari

    Fund Manager

    user-avatar

    Hitesh Das

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
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      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Axis Asset Management Company Limited

    Axis Asset Management Company Limited manages assets worth 247,959 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.

    amc-img

  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5.1%

    7.2%

    recommended-badge

    20.8%

    14.3%

    recommended-badge

    25.3%

    20.2%

    top-ranked-badge

    4.6%

    6.9%

    top-ranked-badge

    4.1%

    5.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Axis Small Cap Fund (G)

    About Axis Small Cap Fund (G)

    Axis Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 25.6% over a period of 7 years. . The fund is managed by Axis Asset Management Company Limited. The fund managers are Anupam Tiwari, Hitesh Das

    Axis Small Cap Fund (G) Investment Objective

    To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies. . However, there is no assurance that the objective of the scheme will be realized.

    Axis Small Cap Fund (G) NAV,AUM,Risk

    The Axis Small Cap Fund (G) fund was launched on Nov 29, 2013. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-09-23 is ₹59.36. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹7095.106. The category risk of the Axis Small Cap Fund (G) fund is Very High Risk. The fund charges 1.91 % as expense ratio.

    Axis Small Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 93% in this asset class. The top three holdings of the fund are , clearing corporation of india ltd , galaxy surfactants ltd , tata elxsi ltd , jk lakshmi cement ltd , narayana hrudayalaya ltd , ccl products (india) ltd , brigade enterprises ltd , coforge ltd , krishna institute of medical sciences ltd , fine organic industries ltd ordinary shares , chemplast sanmar ltd , birlasoft ltd , pnc infratech ltd , can fin homes ltd , jk cement ltd , ahluwalia contracts (india) ltd , orient electric ltd ordinary shares , grindwell norton ltd , rhi magnesita india ltd , aarti industries ltd , knr constructions ltd , mahindra cie automotive ltd , persistent systems ltd , sudarshan chemical industries ltd , city union bank ltd , blue star ltd , neogen chemicals ltd , tcns clothing co ltd , mas financial services ltd ordinary shares , srf ltd , rolex rings ltd , heidelbergcement india ltd , kpit technologies ltd , vesuvius india ltd , mindtree ltd , jm financial ltd , alicon castalloy ltd , navin fluorine international ltd , computer age management services ltd ordinary shares , ipca laboratories ltd , vst industries ltd , container corporation of india ltd , mtar technologies limited - lock in shares , cholamandalam financial holdings ltd , supreme industries ltd , mtar technologies ltd , multi commodity exchange of india ltd , suryoday small finance bank ltd , epl ltd ordinary shares , balrampur chini mills ltd , teamlease services ltd , vinati organics ltd , metropolis healthcare ltd , minda industries ltd , mrs bectors food specialities ltd ordinary shares , igarashi motors india ltd , cholamandalam investment and finance co ltd , jamna auto industries ltd , mm forgings ltd , chalet hotels ltd , privi speciality chemicals ltd

    Axis Small Cap Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Axis Small Cap Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL NIFTY Smallcap 100 TR INR

    Axis Small Cap Fund (G) Review

    Axis Small Cap Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Small Cap Fund (G) has a score of 5 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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