Axis Small Cap Fund - Direct Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 23-11-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 0.56% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 22,736.11 Cr As on 31-03-2025(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 |
112.83
-1.98 (-1.7549%)
23.63%
Benchmark: 16.13%
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 3 Months
7 Years 0 Months
7 Years 5 Months
10 Years 2 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 | 14.7 |
| Sharpe Ratio | 0.67 |
| Alpha | 2.4 |
| Beta | 0.69 |
| 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 - Direct Plan - Growth | 23-11-2013 | 9.05 | 25.67 | 18.81 | 32.19 | 19.34 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 12.99 | 41.42 | 26.04 | 35.89 | - |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 12.85 | - | - | - | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 9.92 | 32.42 | 22.36 | 33.87 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 8.26 | 24.79 | 15.61 | - | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 7.89 | 24.32 | 17.42 | 30.41 | 17.84 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 5.19 | 33.79 | 23.96 | 29.47 | - |
| Edelweiss Small Cap Fund - Regular Plan - Growth | 01-02-2019 | 4.31 | 25.89 | 18.29 | 34.34 | - |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 4.1 | 27.56 | 18.81 | 34.75 | - |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 4.04 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
65.49%
Others
13.29%
Large Cap
3.89%
Mid Cap
17.37%
