Overview (as on 30 Sep 2020)

NAV

₹22.45

1y returns

7.185%

Fund AUM

₹2,720 Cr

Expense Ratio

2.03%

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
₹0
15.61% projected returns
₹0
15.27% projected returns

Asset Allocation

Sector Allocation
Basic Materials
37.07%
Financial Services
16.08%
Industrials
16.02%
Tech
6.99%
Consumer
6.59%
Real Estate
5.96%
Health
5.85%
Defensive
5.31%
Utilities
0.13%
Size Breakup
Small Cap
57.11%
Mid Cap
42.89%

Key Metrics

Beta 

0.64

Std deviation 

20.54%

Sharpe Ratio 

0.29

Top 10 Holdings

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 Regular Dividend Payout
Scheme Document
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
NA
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Other Related Plans

Peer Funds

Axis Small Cap Fund Regular Dividend Payout

NAV

₹22.45

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 Manager

Anupam Tiwari
Anupam Tiwari

Manager

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.

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