Axis Small Cap Fund - Regular Plan - Growth

4
Small Cap NAV 77.40 0 29 September, 2023

Fund Details

Category Small Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 10 November, 2013
Benchmark NIFTY Smallcap 100 TRI
Asset Size(Cr) 13182.535500000002
Turn over 5%
Min Investment ₹ 100
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 1.69
Fund Manager Shreyash Devalkar, Vinayak Jayanath
Fund House Axis Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.81% 1.58% 1.94%
1 M 4.42% 4.02% 4.69%
3 M 2.16% 1.44% 3.47%
6 M 1.55% 0.35% 1.17%
1 Y 7% 7.25% 7.08%
2 Y 18.55% 12.49% 17.98%
3 Y 33.98% 23.79% 39.13%
5 Y 18% 12.46% 13.12%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.83 1.91 6.44 0.64
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

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 - Growth 7% 33.98% 18%
Nippon India Small Cap Fund - Growth Plan - Growth Option 12.9% 45.78% 16.06%
HDFC Small Cap Fund - Growth Option 37.81% 43.39% 17.44%
SBI Small Cap Fund - Regular Plan - Growth 9.07% 35.7% 14.22%
Aditya Birla Sun Life Small Cap Fund - GROWTH 2.89% 32.38% 4.61%

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