• Home
• Mutual Funds Research
• Axis Small Cap Fund - Regular Plan - Growth

Submit

Axis Small Cap Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund

Invest in this Scheme

Category: Equity: Small Cap

Launch Date: 10-11-2013

Asset Class: Equity

Benchmark: NIFTY Smallcap 250 TRI

Expense Ratio: 1.91% As on (31-07-2022)

Status: Open Ended Schemes

Minimum Investment: 5000.0

Minimum Topup: 100.0

Total Assets: 10,436 Cr As on (31-08-2022)

Turn over: 14% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

NAV as on 09-09-2022

64.45

0.08 (0.1241%)

CAGR Since Inception

23.6%

NIFTY Smallcap 250 TRI 15.27%

PERFORMANCE

• Cumulative Returns
• Returns Calculator
• Returns Summary
• Rolling Returns

Returns Type:

SIP Returns Lumpsum Returns

of   : 

Start :  

End : 

Period:  

Daily Weekly FortNightly Monthly Quarterly

This Scheme

-

vs

NIFTY Smallcap 250 TRI

-

Gold

-

PPF

-

Returns Type:

SIP Returns Lumpsum Returns

of   : 

  Period:  

1 Year 2 Years 3 Years 5 Years 10 Years

Start :  

Period:  

1 Month 1 Year 2 Years 3 Years 5 Years 7 Years 10 Years 15 Years

RETURNS ANALYSIS

• Historical Returns
• Down Market Performance
• Up Market Performance
• SWP

Start Date:  

End Date:  

Submit

Start Date:  

End Date:  

Submit

Lumpsum Amount:  

Investement Date:  

Withdrawal Amount:  

Select SWP Date:   1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Start Date:  

End Date:  

Select Period:   Weekly Fortnightly Monthly Quarterly

Submit

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply

2x

4x

5x

10x

FUND

1 Years 4 Months

7 Years 1 Months

7 Years 7 Months

There is no value for 10x

FD

11 years 10 Months

GOLD

8 years 9 Months

NIFTY

5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Volatility	12.85
Sharp Ratio	1.08
Alpha	5.37
Beta	0.76
Yield to Maturity	-
Average Maturity	-

PEER COMPARISON

Scheme Name	Inception Date	1 Year Return(%)	2 Year Return(%)	3 Year Return(%)	5 Year Return(%)	10 Year Return(%)
Axis Small Cap Fund - Regular Plan - Growth	10-11-2013	10.89	43.11	30.39	20.02	-
IDBI Small Cap Fund Growth Regular	15-06-2017	22.33	50.05	32.29	14.06	-
SBI Small Cap Fund - Regular Plan - Growth	05-09-2009	19.15	43.4	33.49	19.46	26.29
Canara Robeco Small Cap Fund - Regular Plan - Growth Option	05-02-2019	18.63	52.42	42.38	-	-
Nippon India Small Cap Fund - Growth Plan - Growth Option	05-09-2010	15.83	51.84	37.53	18.65	25.32
L&T Emerging Businesses Fund - Regular Plan - Growth	11-05-2014	14.95	51.49	30.88	14.08	-
ICICI Prudential Smallcap Fund - Growth	01-10-2007	13.67	49.29	32.2	15.95	17.63
DSP Small Cap Fund - Regular - Growth	30-06-2007	12.68	41.91	33.06	13.84	22.03
Edelweiss Small Cap Fund - Regular Plan - Growth	01-02-2019	12.68	47.46	36.52	-	-
Tata Small Cap Fund-Regular Plan-Growth	02-11-2018	12.36	47.37	32.95	-	-

Add Fund

Scheme Characteristics

Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.

Riskometer

PORTFOLIO

Top 10 Sectors in portfolio (%)

Show All Sectors

Sector Allocation

Sector	Allocation (%)

Top 10 Stocks in portfolio (%)

Show All Holdings

Portfolio Holdings

Sector	Allocation (%)

Market Cap Distribution

Small Cap

68.94%

Others

17.95%

Large Cap

1.37%

Mid Cap

11.74%

Scheme Documents

July 2022

Monthly Portfolio Disclosure - August 2022

英雄联盟竞猜赛事现场 JJ竞技(拉萨)登录手游 英雄联盟竞猜最新版在线网址 电竞王者注册详情下载v8.8版 电竞玩家(武汉)入口娱乐 竞博电竞积分赛事