Axis Small Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl is an equity fund. This fund was started on 5 December, 2013. The fund is managed by Shreyash Devalkar. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.52% |
Benchmark | S&P BSE Smallcap TR INR |
AUM | ₹19030 Cr |
Inception Date | 5 December, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 4.9% |
Size breakup
Axis Small Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 4.21% | 4.21% |
6 Month Returns | 13.05% | 13.05% |
1 Year Returns | 41.09% | 41.09% |
3 Years Returns | 108.15% | 27.68% |
5 Years Returns | 236.79% | 27.49% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Axis Small Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl | -1.82 | 5.56 | 7.17 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Axis Small Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl | 0.67 | 0.64 | 0.73 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Axis Small Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl | 2.6 | 1.59 | 1.05 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Axis Small Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl | 10.82 | 12.17 | 19.94 |