Axis Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
25.00%
3Y annualised
-0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 May 2024₹100.76
Min. SIP amount₹100
Rating5
Fund size₹20,136.63Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns35.2%25.0%28.6%24.7%
Category average48.0%25.6%27.2%NA
Rank with in category30189NA
Understand terms

Holdings (102)

NameSectorInstrumentAssets
TechnologyEquity3.85%
HealthcareEquity3.75%
ConstructionEquity3.62%
Consumer DiscretionaryEquity3.41%
FinancialEquity3.12%
HealthcareEquity2.63%
Consumer StaplesEquity2.20%
HealthcareEquity2.19%
ConstructionEquity2.11%
FinancialEquity2.07%
See All

Pros and cons

Category: Equity Small Cap

Pros

Cons

5Y and 10Y annualised returns higher than category average
Consistently lower annualised returns than category average for the past 1Y and 3Y
Higher alpha: 5.34 The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y
Lower expense ratio: 0.52%

Expense ratio, exit load and tax

Expense ratio: 0.52%

Inclusive of GST

Exit load

Exit load of 1% for investments beyond 10% if redeemed within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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