Axis Small Cap Fund - Regular Plan - IDCW

4
Small Cap NAV 35.55 0.14 29 September, 2022
Axis Small Cap Fund - Regular Plan - IDCW was previously known as

Axis Small Cap Fund - Regular Plan - Dividend PAYOUT

Fund Details

Category Small Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 29 November, 2013
Benchmark NIFTY Smallcap 100 TRI
Asset Size(Cr) 8955.50 (As on 30-06-2022)
Turn over 15.00%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.97% (As on 31-05-2022)
Fund Manager Anupam Tiwari,Hitesh Das

Investment Returns (As on 29 Sep, 2022)

Duration Returns Benchmark Category
1 W -2.92% 0.73% 0.56%
1 M 0.95% 2.25% 3.74%
3 M 11.71% -14.65% -9%
6 M 2.81% -19.09% -13.38%
1 Y 8.19% -5.55% 0.97%
2 Y 40.68% 42.85% 45.14%
3 Y 26.99% 20.3% 25.17%
5 Y 19.53% 7.35% 12.15%

Risk Mesasures (As on 29 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund 12.87 1.23 1.9 0.76
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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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 - IDCW 8.19% 26.99% 19.53%
Nippon India Small Cap Fund - Regular Growth 10.47% 32.78% 17.92%
SBI Small Cap Fund - Regular Plan - Growth 13.18% 28.94% 17.88%
L&T Emerging Businesses Fund - Regular Plan - Growth 8.89% 26.67% 13.36%
HDFC Small Cap Fund - Growth Option 2.07% 23.9% 14.42%
Aditya Birla Sun Life Small Cap Fund - GROWTH -5.94% 18.54% 5.96%

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