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  • Axis Mutual Fund
  • Axis Small Cap Fund (Growth)
Axis Mutual Fund

Axis Small Cap Fund (Growth)

EquitySmall Cap

83.22

NAV (Dec 01)

26%
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

Good

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

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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

83.22

NAV (Dec 1)

Fund Returns

Last 1Y
28.4%
Last 3Y
30.4%
Last 5Y
26%
Last 10Y
23.5%
Since Inception
23.5%
6 Month CAGR
21.3%

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
1.64
Launched (10y ago)
Nov 29, 2013
AUM in Crores
16369.160
ISIN
INF846K01K01
Lock-in
No Lock-in
Benchmark
IISL Nifty Smallcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.9
Standard Deviation (5yr)
19.5
Beta (3yr)
0.63
Beta (5yr)
0.71
Sharpe Ratio (3yr)
1.835
Sharpe Ratio (5yr)
0.99
YTM
0
Fund Managers

Shreyash Devalkar

Fund Manager

Vinayak Jayanath

Fund Manager

Mayank Hyanki

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Small Cap Fund (Growth)70%14,36,739 7,04,12726%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-12-01

Top Stock Holdings

clearing corporation of india ltd

10.8%
10.8%

narayana hrudayalaya ltd

4.1%
4.1%

birlasoft ltd

3.7%
3.7%

cholamandalam financial holdings ltd

3.7%
3.7%

brigade enterprises ltd

3%
3%
See all holdings

Allocation by Sector

industrials

18.6%
18.6%

financial services

14.6%
14.6%

basic materials

14%
14%

healthcare

11.8%
11.8%

consumer cyclical

10.3%
10.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,883 cr

₹ 11,693 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 266,835 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
022-43255161
customerservice@axismf.com
Fund NameScripbox Opinion
Till Date CAGR

4%

7.8%

4.9%

7%

5.6%

7%

5.3%

7.9%

4.5%

7.5%

Axis Small Cap Fund (G) Review

Axis Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 23.5% over a period of 10 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Mayank Hyanki, Shreyash Devalkar, Vinayak Jayanath.

Nav of Axis Small Cap Fund (G) as of 12/1/2023 is ₹83.22 with the total AUM as of 12/2/2023 is ₹16369.16. 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 28.4% 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 1.64% for regular plan.