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  • Axis Small Cap Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)
Axis Mutual Fund

Axis Small Cap Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

EquitySmall Cap

Top Ranked

35.99

NAV (Oct 25)

19.8%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

7,303 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

35.99

NAV (Oct 25)

Fund Returns

Last 1Y
70%
Last 3Y
32.1%
Last 5Y
19.8%
Last 10Y
NA
Since Inception
24.6%
6 Month CAGR
31.3%
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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
2.01
Launched (8y ago)
Dec 05, 2013
AUM in Crores
7302.979
ISIN
INF846K01K27
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

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Hitesh Das

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 254,506 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%

    7.2%

    recommended-badge

    24.5%

    14.2%

    recommended-badge

    28.4%

    19.8%

    top-ranked-badge

    4.5%

    6.8%

    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
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    Equity

    Diversified

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    Equity

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    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

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    Equity

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    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

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
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    About Axis Small Cap Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    About Axis Small Cap Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    Axis Small Cap Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 24.6% 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Axis Small Cap Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund was launched on Dec 05, 2013. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-10-25 is ₹35.99. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹7302.979. The category risk of the Axis Small Cap Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.01 % as expense ratio.

    Axis Small Cap Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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 , tata elxsi ltd , galaxy surfactants ltd , brigade enterprises ltd , jk lakshmi cement ltd , narayana hrudayalaya ltd , ccl products (india) ltd , fine organic industries ltd ordinary shares , chemplast sanmar ltd , pnc infratech ltd , krishna institute of medical sciences ltd , coforge ltd , birlasoft ltd , can fin homes ltd , grindwell norton ltd , orient electric ltd ordinary shares , rhi magnesita india ltd , jk cement ltd , ahluwalia contracts (india) ltd , persistent systems ltd , blue star ltd , neogen chemicals ltd , mahindra cie automotive ltd , sudarshan chemical industries ltd , knr constructions ltd , city union bank ltd , aarti industries ltd , tcns clothing co ltd , mas financial services ltd ordinary shares , vesuvius india ltd , rolex rings ltd , mindtree ltd , kpit technologies ltd , srf ltd , alicon castalloy ltd , net receivables / (payables) , heidelbergcement india ltd , jm financial ltd , vst industries ltd , mtar technologies limited - lock in shares , navin fluorine international ltd , sansera engineering ltd , mtar technologies ltd , suryoday small finance bank ltd , multi commodity exchange of india ltd , ipca laboratories ltd , cholamandalam financial holdings ltd , minda industries ltd , symphony ltd , computer age management services ltd ordinary shares , epl ltd ordinary shares , vijaya diagnostic centre ltd , supreme industries ltd , balrampur chini mills ltd , teamlease services ltd , container corporation of india ltd , mrs bectors food specialities ltd ordinary shares , igarashi motors india ltd , jamna auto industries ltd , mm forgings ltd , aditya birla sun life amc ltd , privi speciality chemicals ltd

    Axis Small Cap Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Review

    Axis Small Cap Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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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