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Axis Small Cap Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.56 | 56.33 | 1.76 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.24 | 53.15 | 1.70 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty Smallcap 250 - TRI |
About Small Cap Fund
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Peers & Comparison
EquitySmall Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Small Cap Fund(IDCW) | 19.29% | 13.39% | 17.39% |
| Nippon India Small Cap Fund(IDCW) | 21.84% | 22.27% | 21.76% |
| HDFC Small Cap Fund(IDCW-Reinv) | 17.04% | 17.38% | 14.12% |
| SBI Small Cap Fund(IDCW-Payout) | 29.75% | 22.31% | 22.06% |
Price Comparison
Compare Axis Small Cap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Blue Star Ltd3M change : -0.05 %
Holdings
3.51 %
-0.05 % - Brigade Enterprises Ltd3M change : 0.02 %
Holdings
3.14 %
0.02 % - Kaynes Technology India Ltd3M change : 0.49 %
Holdings
2.62 %
0.49 %
AMC Profile
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
71
Total AUM
₹ 3,17,448.36 Cr.
Fund Manager Profile
Tejas Sheth
AUM: ₹24,353.17 Cr.
|
Exp: 14yrs
Mayank Hyanki
AUM: ₹25,373.51 Cr.
|
Exp: —
Krishnaa N
AUM: ₹1,42,711.40 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Top Small Cap Mutual Funds in 2024: Nippon India Small Cap Fund vs Axis Small Cap Fund🔥
2 months ago•ZFunds
Celebrating a decade of consistent growth | The journey of Axis Small Cap Fund
11 months ago•Axis Mutual Fund
Live Webinar 🎥 | Axis Small Cap Fund turns 10 🎉
11 months ago•Axis Mutual Fund
Live Webinar 🎥 | Axis Small Cap Fund turns 10 🎉
11 months ago•Axis Mutual Fund
What are the best mutual funds for beginners? | Mutual Fund Ki Baat with Shikha Vageria
11 months ago•Mutual Funds at Groww
Axis Small Cap Fund Vs Quant Small Cap Fund | Best Small Cap Fund 2023 ?
1 year ago•Banking Mastery
🌟 Explore the potential of Axis Small Cap Fund before you leap! Watch Now🚀🔑
1 year ago•Axis Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%