Axis Small Cap Fund - Regular Plan - IDCW

Axis Small Cap Fund - Regular Plan - IDCW is a scheme launched by Axis Mutual Fund on November 29, 2013, and falls under the Small Cap fund category. It currently manages an AUM of Rs 25,975.38 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.61% for managing the portfolio.

• Investing Strategy:

  To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

• Performance:

  Axis Small Cap Fund - Regular Plan - IDCW trailing returns over different times are 2.97% (1 year), 18.78% (3 year) and 25.6% (5 year). The average annual return of this fund stands at 21.18%.