HomeMutual FundsAxis Small Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl

Overview (as on 22 Apr 2021)

NAV

₹30.29

1y returns

70.904%

Fund AUM

₹4,485 Cr

Expense Ratio

0.36%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Axis Small Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl
₹0
-Infinity% projected returns
DSP Small Cap Fund Direct Plan Payout of Income Distribution cum capital withdrawal option
₹0
15.13% projected returns
Franklin India Smaller Companies Fund Direct Payout of Inc Dist cum Cap Wdrl
₹0
8.94% projected returns
HDFC Small Cap Fund-Direct Payout of Income Distribution cum Capital Withdrawal option
₹0
16.19% projected returns
Nippon India Small Cap Fund Direct Plan Payout Inc Dist cum Cap Wdrl
₹0
16.06% projected returns
SBI Small Cap Fund Direct Plan Payout of Income Distribution cum capital withdrawal option
₹0
17.00% projected returns

Asset Allocation

Equity (91.85%)
Debt & Cash (8.15%)
Sector Allocation
Basic Materials
31.85%
Industrials
19.81%
Financial Services
15.34%
Tech
13.44%
Consumer
5.99%
Health
5.06%
Real Estate
4.35%
Defensive
4.11%
Communication
0.05%
Size Breakup
Mid Cap
52.66%
Small Cap
46.67%
Large Cap
0.67%

Key Metrics

Beta 

0.65

Std deviation 

20.38%

Sharpe Ratio 

0.7

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies."
Scheme Name
Axis Small Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl
Scheme Document
Click Here
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
05 December, 2013
Fund Manager
Anupam Tiwari
Fund House Details
Fund House
Axis Asset Management Company Limited
Email
NA
Phone
+912243255199
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
Axis Small Cap Fund Direct Growth
Direct0.36%70.87%
Axis Small Cap Fund Direct Reinvst of Inc Dis cum Cap Wdrl
Direct0.36%70.90%
Axis Small Cap Fund Regular Reinvst of Inc Dis cum Cap Wdrl
Regular2.11%67.97%
Axis Small Cap Fund Regular Pyt of Inc Dis cum Cap Wdrl
Regular2.11%67.97%

Peer Funds

Nippon India Small Cap Fund Direct Plan Payout Inc Dist cum Cap Wdrl  

EquitySmall-CapDirectVery High Risk

1 yr returns

99.82%

AUM

₹12,474 Cr

Expense Ratio

1.06%

HDFC Small Cap Fund-Direct Payout of Income Distribution cum Capital Withdrawal option  

EquitySmall-CapDirectVery High Risk

1 yr returns

90.76%

AUM

₹10,050 Cr

Expense Ratio

1%

SBI Small Cap Fund Direct Plan Payout of Income Distribution cum capital withdrawal option  

EquitySmall-CapDirectVery High Risk

1 yr returns

81.67%

AUM

₹7,570 Cr

Expense Ratio

0.89%

DSP Small Cap Fund Direct Plan Payout of Income Distribution cum capital withdrawal option  

EquitySmall-CapDirectVery High Risk

1 yr returns

90.50%

AUM

₹6,455 Cr

Expense Ratio

1.01%

Franklin India Smaller Companies Fund Direct Payout of Inc Dist cum Cap Wdrl  

EquitySmall-CapDirectVery High Risk

1 yr returns

74.21%

AUM

₹6,300 Cr

Expense Ratio

1.07%

Axis Small Cap Fund Direct Pyt of Inc Dis cum C...

NAV

₹30.29

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Anupam Tiwari
Anupam Tiwari

leader

Qualifications
Chartered Accountant
Work Experience
"He has more than 7 years of experience in Equity Markets as Research Analyst and Fund Manager. Prior to joining Principal Mutual Fund, he has worked with Reliance Mutual Fund and Reliance Life Insurance Ltd."
Hitesh Das
Hitesh Das

manager

Work Experience
"null"
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