Axis Small Cap Fund - Regular Plan - Growth
Category: Equity: Small Cap
Launch Date: 05-11-2013
AUM:
₹ 20,504.37 Cr
Expense Ratio
1.63%
Benchmark
NIFTY Smallcap 250 TRI
ISIN
INF846K01K01
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 - Growth | 39.46 | 25.13 | 27.62 |
| NIFTY SMALLCAP 250 TRI | 64.06 | 27.34 | 27.64 |
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
98.89
Last change
1.11 (1.1225%)
Fund Size (AUM)
₹ 20,504.37 Cr
Performance
24.24% (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 | 7.84 |
| Brigade Enterprises Ltd. | 4.49 |
| Blue Star Ltd. | 3.89 |
| Cholamandalam Financial Holdings Ltd. | 2.82 |
| Narayana Hrudayalaya Ltd. | 2.75 |
| Birlasoft Ltd. | 2.56 |
| Ahluwalia Contracts (India) Ltd. | 2.25 |
| JB Chemicals & Pharmaceuticals Ltd. | 2.09 |
| CCL Products (India) Ltd. | 2.0 |
| Krishna Institute of Medical Sciences Ltd | 1.92 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 15.4 |
| Construction | 10.8 |
| Healthcare | 10.76 |
| Capital Goods | 10.42 |
| Chemicals | 7.09 |
| Services | 6.9 |
| Technology | 6.4 |
| Others | 6.21 |
| Automobile | 5.92 |
| Consumer Discretionary | 5.78 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Small Cap Reg Gr | 27.62 |
| Bandhan Small Cap Reg Gr | 0.0 |
| ITI Small Cap Reg Gr | 0.0 |
| Quant Small Cap Gr | 42.28 |
| Mahindra Manulife Small Cap Fund Reg Gr | 0.0 |
| Franklin India Smaller Companies Gr | 26.97 |
| Nippon India Small Cap Gr Gr | 33.46 |
| HSBC Small Cap Fund Reg Growth | 28.54 |
| Invesco India Small Cap Reg Gr | 28.94 |
| Bank of India Small Cap Reg Gr | 33.88 |