Axis Small Cap Fund Direct Reinvst 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 Reinvst of Inc Dis cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 5.33% | 5.33% |
6 Month Returns | 17.09% | 17.09% |
1 Year Returns | 42.61% | 42.61% |
3 Years Returns | 109.14% | 27.88% |
5 Years Returns | 239.84% | 27.72% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Axis Small Cap Fund Direct Reinvst 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 Reinvst 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 Reinvst 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 Reinvst of Inc Dis cum Cap Wdrl | 10.82 | 12.17 | 19.94 |