Axis Small Cap Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
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

64.45

23.6%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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

 

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 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

68.94%

Others

17.95%

Large Cap

1.37%

Mid Cap

11.74%

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