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

Axis Small Cap Fund (Growth)

EquitySmall Cap

89.25

NAV (May 14)

26.9%
5 Year CAGR
Scripbox Opinion
Not Recommended
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

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Poor

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

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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

89.25

NAV (May 14)

Fund Returns

Last 1Y
35.4%
Last 3Y
24%
Last 5Y
26.9%
Last 10Y
22.1%
Since Inception
23.3%
6 Month CAGR
11.6%

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 (11y ago)
Nov 29, 2013
AUM in Crores
20136.627
ISIN
INF846K01K01
Lock-in
No Lock-in
Benchmark
Nifty Smallcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.2
Standard Deviation (5yr)
19.7
Beta (3yr)
0.62
Beta (5yr)
0.71
Sharpe Ratio (3yr)
1.509
Sharpe Ratio (5yr)
1.065
YTM
0
Fund Managers

Mayank Hyanki

Fund Manager

Shreyash Devalkar

Fund Manager

Tejas Sheth

Fund Manager

Krishnaa N

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Small Cap Fund (Growth)70%14,73,798 7,41,18626.9%
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 2024-05-14

Top Stock Holdings

clearing corporation of india ltd

9.4%
9.4%

blue star ltd

3.8%
3.8%

brigade enterprises ltd

3.8%
3.8%

narayana hrudayalaya ltd

3.4%
3.4%

cholamandalam financial holdings ltd

2.9%
2.9%
See all holdings

Allocation by Sector

industrials

21.7%
21.7%

financial services

16.1%
16.1%

healthcare

11.9%
11.9%

basic materials

10.6%
10.6%

consumer cyclical

10%
10%
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)

₹ 18,691 cr

₹ 14,859 cr

₹ 22,471 cr

₹ 42,664 cr

₹ 63,933 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 293,073 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
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

4.9%

7.9%

5.6%

7%

5.9%

8%

5.7%

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 23.3% over a period of 10 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Krishnaa N, Mayank Hyanki, Shreyash Devalkar, Tejas Sheth.

Nav of Axis Small Cap Fund (G) as of 5/14/2024 is ₹89.25 with the total AUM as of 5/15/2024 is ₹20136.627. 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 Nifty Smallcap 250 TR INR.

Axis Small Cap Fund (G) is rated as a 1 fund in Equity and delivered 35.4% 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 Not Recommended 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.