Axis Small Cap Fund - Regular Plan - Dividend

4
Small Cap NAV 21.78 0 23 January, 2019
  • 13.28%
  • 5Y 7M

Fund Details

Category Small Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 29 November, 2013
Benchmark -
Asset Size(Cr) 1037.25 (As on Sep 30, 2019)
Min Investment ₹ 5000
Min SIP Investment -
Min Addl Investment ₹ 100
Exit Load 1% for 365 days
Expense Ratio 2.38% (As on Sep 30, 2019)
Fund Manager Anupam Tiwari

Investment Returns (As on 23 Jan, 2019)

  • 3 Month 7.26%
  • 6 Month 11.24%
  • 1 Year 22.64%
  • 3 Year 10.79%
  • 5 Year 13.28%
Graph
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Axis Small Cap Fund - Regular Plan - Dividend 22.64% 10.79% 13.28%
SBI Small Cap Fund (G) 7.13% 10.84% 17.78%
HDFC Small Cap Fund (G) -6.11% 7.18% 11.45%
Nippon India Small Cap Fund (G) -4.2% 5.86% 11.55%
L&T Emerging Businesses (G) -7.99% 5.75% 12.54%
Aditya Birla Sun Life Small Cap Fund (G) -8.56% -1.82% 8.45%

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