- Mutual Funds
- Axis Mutual Fund
- Axis Small Cap Fund (RIDCW-A)
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.
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 35.33
NAV (Aug 16)
Fund Returns
Last 1Y | 13.9% |
Last 3Y | 29.3% |
Last 5Y | 19.2% |
Last 10Y | NA |
Since Inception | 23.1% |
6 Month CAGR | 3.6% |
Scheme Information
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Expense Ratio | 2.04 |
Launched (9y ago) | Dec 05, 2013 |
AUM in Crores | 9811.151 |
ISIN | INF846K01K27 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Smallcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
clearing corporation of india ltd
19.2%galaxy surfactants ltd
5%fine organic industries ltd ordinary shares
4.4%brigade enterprises ltd
3.9%narayana hrudayalaya ltd
3.7%Allocation by Sector
basic materials
21.4%industrials
16.3%technology
9.1%healthcare
9.1%consumer cyclical
7.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,507 cr | ||
₹ 14,233 cr | ||
₹ 14,233 cr | ||
₹ 4,507 cr | ||
₹ 4,507 cr |
About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 252,509 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.1% | 7% | ||
10.8% | 4.3% | ||
6.1% | 7.6% | ||
15.4% | 12.6% | ||
5.5% | 7.2% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsAxis Small Cap Fund (RIDCW-A) Review
Axis Small Cap Fund (RIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 23.1% over a period of 8 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Anupam Tiwari, Hitesh Das.
Nav of Axis Small Cap Fund (RIDCW-A) as of 8/16/2022 is ₹35.33 with the total AUM as of 8/17/2022 is ₹9811.151. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Small Cap Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 IISL Nifty Smallcap 250 TR INR.
Axis Small Cap Fund (RIDCW-A) is rated as a 4 fund in Equity and delivered 13.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Small Cap Fund (RIDCW-A).
Frequently Asked Questions
What is Axis Small Cap Fund (RIDCW-A)?
How to invest in Axis Small Cap Fund (RIDCW-A)?
You can invest in Axis Small Cap Fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for Axis Small Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Small Cap Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Axis Small Cap Fund (RIDCW-A) is a Top Ranked fund. You can investAxis Small Cap Fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the Axis Small Cap Fund (RIDCW-A) is 2.04% for regular plan.