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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 42
NAV (Apr 22)
Last 1Y | 39.5% |
Last 3Y | 26% |
Last 5Y | 25.6% |
Last 10Y | 22% |
Since Inception | 23% |
6 Month CAGR | 12.4% |
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Expense Ratio | 1.63 |
Launched (11y ago) | Dec 05, 2013 |
AUM in Crores | 19029.592 |
ISIN | INF846K01K19 |
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) | 19.9 |
Beta (3yr) | 0.64 |
Beta (5yr) | 0.73 |
Sharpe Ratio (3yr) | 1.475 |
Sharpe Ratio (5yr) | 0.976 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Axis Small Cap Fund Pyt (PIDCW-A) | 14,20,631 | 6,88,019 | 25.6% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
clearing corporation of india ltd
8%birlasoft ltd
3.9%narayana hrudayalaya ltd
3.8%brigade enterprises ltd
3.6%blue star ltd
3.4%industrials
20.2%financial services
15.3%healthcare
12.2%basic materials
10.4%consumer cyclical
10.1%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Axis Asset Management Company Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
4.9% | 7.8% | ||
5.5% | 7% | ||
5.8% | 8% | ||
5.8% | 7% | ||
- | 4.9% |
Axis Small Cap Fund Pyt (PIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 23% 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.
Nav of Axis Small Cap Fund Pyt (PIDCW-A) as of 4/22/2024 is ₹42.00 with the total AUM as of 4/23/2024 is ₹19029.592. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Small Cap Fund Pyt (PIDCW-A) was launched on Dec 05, 2013. The category risk of the fund is Very High Risk.
The minimum SIP amount for Axis Small Cap Fund Pyt (PIDCW-A) 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 Pyt (PIDCW-A) 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 Pyt (PIDCW-A) is rated as a 1 fund in Equity and delivered 39.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Small Cap Fund Pyt (PIDCW-A).
What is Axis Small Cap Fund Pyt (PIDCW-A)?
How to invest in Axis Small Cap Fund Pyt (PIDCW-A)?
You can invest in Axis Small Cap Fund Pyt (PIDCW-A) 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 Pyt (PIDCW-A)?
The minimum sip amount for Axis Small Cap Fund Pyt (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Small Cap Fund Pyt (PIDCW-A) good to invest in?
As per Scripbox experts, Axis Small Cap Fund Pyt (PIDCW-A) is a Not Recommended fund. You can investAxis Small Cap Fund Pyt (PIDCW-A) 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 Pyt (PIDCW-A)?
The expense ratio of the Axis Small Cap Fund Pyt (PIDCW-A) is 1.63% for regular plan.