Axis Small Cap Fund - Regular Plan - IDCW
Category: Equity: Small Cap
Launch Date: 29-11-2013
AUM:
₹ 20,136.63 Cr
Expense Ratio
1.63%
Benchmark
NIFTY Smallcap 250 TRI
ISIN
INF846K01K19
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Shreyash Devalkar, Mayank Hyanki, Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Small Cap Fund - Regular Plan - IDCW | 34.71 | 23.17 | 25.16 |
| NIFTY SMALLCAP 250 TRI | 60.51 | 27.8 | 25.95 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
42.38
Last change
0.45 (1.0618%)
Fund Size (AUM)
₹ 20,136.63 Cr
Performance
22.22% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Fund Manager
Shreyash Devalkar, Mayank Hyanki, Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 9.4 |
| Blue Star Ltd. | 3.79 |
| Brigade Enterprises Ltd. | 3.78 |
| Narayana Hrudayalaya Ltd. | 3.42 |
| Birlasoft Ltd. | 2.87 |
| Cholamandalam Financial Holdings Ltd. | 2.86 |
| JB Chemicals & Pharmaceuticals Ltd. | 2.39 |
| Ahluwalia Contracts (India) Ltd. | 2.18 |
| Krishna Institute of Medical Sciences Ltd | 2.17 |
| CCL Products (India) Ltd. | 2.1 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 14.96 |
| Healthcare | 11.91 |
| Construction | 9.31 |
| Capital Goods | 8.83 |
| Others | 8.62 |
| Chemicals | 7.56 |
| Services | 7.17 |
| Automobile | 6.52 |
| Technology | 5.66 |
| Consumer Discretionary | 5.63 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Small Cap Reg IDCW | 25.16 |
| Bandhan Small Cap Reg Gr | 0.0 |
| Mahindra Manulife Small Cap Fund Reg Gr | 0.0 |
| ITI Small Cap Reg Gr | 0.0 |
| Quant Small Cap Gr | 40.38 |
| Nippon India Small Cap Gr Gr | 31.77 |
| Franklin India Smaller Companies Gr | 25.17 |
| Invesco India Small Cap Reg Gr | 27.72 |
| BANK OF INDIA Small Cap Reg Gr | 32.32 |
| HSBC Small Cap Fund Reg Growth | 26.31 |