Axis Small Cap Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 05-11-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 1.61% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 23,142.75 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: 28% | Exit Load: NIL,Scheme re-opens on: November 29, 2018 (after 5 years, on conversion to an open ended scheme) If redeemed / switched-out within 12 months from the date of allotment:For 10% of investments: NIL on FIFO basis For remaining investments: 1% w.e.f., 29/11/2018 |
91.34
-0.12 (-0.1314%)
21.71%
Benchmark: 15.7%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 5 Months
7 Years 2 Months
7 Years 7 Months
10 Years 8 Months
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
| Standard Deviation | 13.36 |
| Sharpe Ratio | 0.74 |
| Alpha | 2.4 |
| Beta | 0.65 |
| 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 | 05-11-2013 | 2.02 | 20.64 | 16.28 | 21.34 | 16.84 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 14.61 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 10.27 | 38.05 | 25.03 | - | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 7.02 | 28.75 | 21.94 | 24.02 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 4.57 | 21.08 | 15.35 | - | - |
| Tata Small Cap Fund-Regular Plan-Growth | 02-11-2018 | 3.57 | 21.85 | 20.83 | 26.19 | - |
| LIC MF Small Cap Fund-Regular Plan-Growth | 15-06-2017 | 2.78 | 23.19 | 17.23 | 23.26 | - |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 2.5 | 24.11 | 16.9 | 26.72 | - |
| Edelweiss Small Cap Fund - Regular Plan - Growth | 01-02-2019 | 2.09 | 23.47 | 17.94 | 25.32 | - |
| Kotak-Small Cap Fund - Growth | 24-02-2005 | 1.85 | 18.41 | 13.38 | 23.49 | 15.96 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
66.11%
Others
12.48%
Large Cap
3.81%
Mid Cap
17.63%
