Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.54 | 49.13 | 2.22 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 51.05 | 2.23 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
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
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Small Cap Fund(IDCW) | 28.96% | 14.56% | 17.78% |
Nippon India Small Cap Fund(IDCW) | 39.43% | 25.43% | 22.66% |
HDFC Small Cap Fund(IDCW-Reinv) | 29.70% | 19.45% | 14.70% |
SBI Small Cap Fund(IDCW-Payout) | 39.61% | 25.82% | 22.94% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Debt
Others
Holdings
3.71 %
Holdings
3.59 %
Holdings
2.45 %
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
65
Total AUM
₹ 2,99,432.13 Cr.
Tejas Sheth
AUM: ₹23,399.15 Cr.
|
Exp: 14yrs
Mayank Hyanki
AUM: ₹29,362.63 Cr.
|
Exp: —
Krishnaa N
AUM: ₹1,34,974.24 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Celebrating a decade of consistent growth | The journey of Axis Small Cap Fund
7 months ago•Axis Mutual Fund
Live Webinar 🎥 | Axis Small Cap Fund turns 10 🎉
7 months ago•Axis Mutual Fund
Live Webinar 🎥 | Axis Small Cap Fund turns 10 🎉
7 months ago•Axis Mutual Fund
What are the best mutual funds for beginners? | Mutual Fund Ki Baat with Shikha Vageria
8 months ago•Mutual Funds at Groww
Axis Small Cap Fund Vs Quant Small Cap Fund | Best Small Cap Fund 2023 ?
10 months ago•Banking Mastery
🌟 Explore the potential of Axis Small Cap Fund before you leap! Watch Now🚀🔑
1 year ago•Axis Mutual Fund
Axis Small Cap Fund Review | Mutual Fund Review
1 year ago•Mutual Funds at Groww
All about Axis Small Cap Fund | Anupam Tiwari | Axis Mutual Funds
2 years ago•Mutual Funds at Groww
Top mutual funds | Best mutual funds for 2022 in India | Best mutual funds for sip
2 years ago•Invest with S K Singh
Candlesticks Patterns History | Candlesticks Patterns Importance | Candlesticks Charts Benefits
2 years ago•Invest with S.K. Singh
Returns
Other Funds in the same category are generating better returns