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: 1.62% 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

97.48

22.11%

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 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 14.69
Sharpe Ratio 0.59
Alpha 1.2
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 - Regular Plan - Growth 05-11-2013 10.38 24.15 16.08 29.59 17.22
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 17.31 - - - -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 01-02-2020 15.97 41.73 24.54 35.17 -
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 12.65 32.3 21.18 32.75 -
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 10.38 24.27 13.99 - -
LIC MF Small Cap Fund-Regular Plan-Growth 15-06-2017 9.78 26.11 16.65 31.8 -
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 9.32 34.34 22.85 28.62 -
BANK OF INDIA Small Cap Fund Regular Plan Growth 12-12-2018 9.26 28.18 17.52 34.9 -
Tata Small Cap Fund-Regular Plan-Growth 02-11-2018 7.87 24.52 19.53 33.94 -
Edelweiss Small Cap Fund - Regular Plan - Growth 01-02-2019 6.19 25.58 17.17 33.87 -

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

65.49%

Others

13.29%

Large Cap

3.89%

Mid Cap

17.37%

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