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  • Axis Small Cap Fund (Growth)
Axis Mutual Fund

Axis Small Cap Fund (Growth)

EquitySmall Cap

63.32

NAV (Feb 03)

18.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in small cap mutual funds.

Small cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

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 ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

63.32

NAV (Feb 3)

Fund Returns

Last 1Y

0.6%

Last 3Y

22.9%

Last 5Y

18.1%

Last 10Y

NA

Since Inception

22.3%

6 Month CAGR

4.7%

Scheme Information

Investment Objective

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

Expense Ratio

1.92

Launched (10y ago)

Nov 29, 2013

AUM in Crores

11390.236

ISIN

INF846K01K01

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23.5

Standard Deviation (5yr)

20.5

Beta (3yr)

0.75

Beta (5yr)

0.71

Sharpe Ratio (3yr)

0.8

Sharpe Ratio (5yr)

0.66

YTM

0

Fund Managers

Hitesh Das

Fund Manager

Vinayak Jayanath

Fund Manager

Anupam Tiwari

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Small Cap Fund (Growth)70%1,155,853 423,24118.1%
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.

Asset allocation and Holdings

Last updated on 2023-02-03

Top Stock Holdings

clearing corporation of india ltd

19.1%
19.1%

narayana hrudayalaya ltd

4.5%
4.5%

fine organic industries ltd ordinary shares

4.3%
4.3%

jk lakshmi cement ltd

3.5%
3.5%

galaxy surfactants ltd

3.4%
3.4%
See all holdings

Allocation by Sector

basic materials

19.6%
19.6%

industrials

17.2%
17.2%

healthcare

10.5%
10.5%

financial services

8.9%
8.9%

technology

8.7%
8.7%
See all sectors

Compare Axis Small Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 249,932 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.9%

    8%

    4.2%

    7%

    6.3%

    8%

    5.7%

    7.5%

    5.9%

    7%

    Axis Small Cap Fund (G) Review

    Axis Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 22.3% over a period of 9 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Anupam Tiwari, Hitesh Das, Vinayak Jayanath.

    Nav of Axis Small Cap Fund (G) as of 2/3/2023 is ₹63.32 with the total AUM as of 2/6/2023 is ₹11390.236. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Small Cap Fund (G) was launched on Nov 29, 2013. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Axis Small Cap Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Axis Small Cap Fund (G) 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 250 TR INR.

    Axis Small Cap Fund (G) is rated as a 2 fund in Equity and delivered 0.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Small Cap Fund (G).

    Frequently Asked Questions

    What is Axis Small Cap Fund (G)?

    Axis Small Cap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Axis Small Cap Fund (G)?

    You can invest in Axis Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Axis Small Cap Fund (G)?

    The minimum sip amount for Axis Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis Small Cap Fund (G) good to invest in?

    As per Scripbox experts, Axis Small Cap Fund (G) is a Neutral fund. You can investAxis Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Axis Small Cap Fund (G)?

    The expense ratio of the Axis Small Cap Fund (G) is 1.92% for regular plan.