no icon
no icon
amc icon

Axis Small Cap Fund - Direct Plan Idcw Payout

Equity | Small Cap

(NAV as of 12/04/2024)
48.88 (-0.59)

3Y Returns

17.14%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.52%

Fund Size

10436 Cr

Inception Date

29-Nov-13

Fund Manager

Shreyash Devalkar

Exit Load

Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

80.88%

Debt & Others

19.12%

Market Cap Allocation

Large Cap

1.93%

Mid Cap

12.63%

Small Cap

68.70%

Other Cap

16.75%

Sector Allocation

Finance

11.32%

Automobiles

10.10%

Internet and Technology

9.50%

Health Care

8.83%

Industrial Products

8.41%

Top Ten Holdings

Clearing Corporation of India Limited

8.56%

Birlasoft Ltd

4.51%

Narayana Hrudayalaya Ltd

4.03%

Brigade Enterprises Ltd

3.92%

Cholamandalam Financial Holdings Ltd

3.23%

Investment Objective

To Generate Long-Term Capital Appreciation From A Diversified Portfolio Of Predominantly Equity & Equity Related Instruments Of Small Cap Companies.

Fund House Detail

AMC Name

Axis Asset Management Company Ltd.

Address

Axis House, 1st Floor, C-2, Wadia International Centre,Pandurang Budhkar Marg, Worli,Mumbai - 400 025

Similar Funds
amc icon

Quant Small Cap Fund Direct Plan - Growth

1Y

73.15%

3Y

41.88%

5Y

38.09%

amc icon

Nippon India Small Cap Fund Direct Plan Growth Plan Growth

1Y

58.48%

3Y

36.3%

5Y

30.5%

amc icon

Franklin India Smaller Companies Fund - Direct Growth

1Y

59.29%

3Y

34.06%

5Y

24.07%

amc icon

Tata Small Cap Fund Direct Plan Growth

1Y

46.24%

3Y

33.21%

5Y

28.39%

amc icon

Hdfc Small Cap Fund - Direct Plan - Growth Option

1Y

53.14%

3Y

32.92%

5Y

23.8%

amc icon

Bandhan Emerging Businesses Fund Direct Plan-Growth

1Y

75.58%

3Y

32.39%

5Y

NA

amc icon

Canara Robeco Small Cap Fund Direct Growth

1Y

44.58%

3Y

32.2%

5Y

28.75%

amc icon

Invesco India Small Cap Fund - Direct Growth

1Y

58.73%

3Y

32.04%

5Y

27.71%

amc icon

Edelweiss Small Cap Fund - Direct Plan - Growth

1Y

52.74%

3Y

31.43%

5Y

29.56%

amc icon

Icici Prudential Smallcap Fund - Direct Plan - Growth

1Y

46.47%

3Y

30.88%

5Y

26.94%

amc icon

Bank Of India Small Cap Fund-Direct Plan-Growth

1Y

53.65%

3Y

30.83%

5Y

32.37%

amc icon

Sundaram Small Cap Fund Direct Growth

1Y

53.92%

3Y

29.5%

5Y

23.35%

amc icon

Dsp Small Cap Fund - Direct Plan - Growth

1Y

49.1%

3Y

28.5%

5Y

25.24%

amc icon

Axis Small Cap Fund - Direct Plan Growth

1Y

42.41%

3Y

28.05%

5Y

27.98%

amc icon

Union Small Cap Fund Direct Plan-Growth

1Y

46.77%

3Y

26.7%

5Y

25.55%

amc icon

Iti Small Cap Fund Direct Plan Growth

1Y

69.21%

3Y

26.58%

5Y

NA

amc icon

Uti Small Cap Fund - Direct Growth Plan

1Y

42.7%

3Y

26.33%

5Y

NA

amc icon

Sbi Small Cap Fund - Direct Plan - Growth

1Y

41.79%

3Y

26.24%

5Y

25.65%

amc icon

Kotak Small Cap Fund - Direct Plan - Growth

1Y

42.33%

3Y

25.43%

5Y

27.41%

amc icon

Aditya Birla Sun Life Small Cap Fund Growth-Direct Plan

1Y

50.22%

3Y

22.17%

5Y

17.57%

amc icon

Lic Small Cap Fund - Direct Plan - Growth

1Y

17.15%

3Y

19.31%

5Y

17.88%

amc icon

Hsbc Small Cap Fund Direct Growth

1Y

NA

3Y

16.17%

5Y

14.78%

amc icon

Hsbc Small Cap Equity Fund - Growth Direct Plan

1Y

NA

3Y

10.01%

5Y

11.48%

amc icon

Icici Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth

1Y

68.18%

3Y

NA

5Y

NA

amc icon

Motilal Oswal Small Cap Fund-Direct Plan-Growth

1Y

NA

3Y

NA

5Y

NA

amc icon

Baroda Bnp Paribas Small Cap Fund - Direct Plan - Growth Option

1Y

NA

3Y

NA

5Y

NA

amc icon

Pgim India Small Cap Fund Direct Plan - Growth

1Y

37.62%

3Y

NA

5Y

NA

amc icon

Mahindra Manulife Small Cap Fund - Direct - Growth

1Y

73.29%

3Y

NA

5Y

NA

amc icon

Quantum Small Cap Fund - Direct Plan Growth

1Y

NA

3Y

NA

5Y

NA

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.