Axis Small Cap Fund - Direct Plan Growth

Equity | Small Cap

(NAV as of 08/05/2024)

101.97 (0.26)

3Y Returns

25.48%

Min SIP

₹100

Min Lumpsum

₹100

Expense Ratio

0.55%

Fund Size

₹18616 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

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty Smallcap 250 TRI benchmark and its beta is less than Small Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more SIP returns than the Nifty Smallcap 250 TRI benchmark and among the top quartile in Small Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty Smallcap 250 TRI benchmark and among the top quartile in Small Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty Smallcap 250 TRI benchmark and its alpha is more than Small Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty Smallcap 250 TRI benchmark and among the top quartile in Small Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty Smallcap 250 TRI benchmark and among the top quartile in Small Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

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

90.95%

Debt & Others

9.05%

Market Cap Allocation

Large Cap

2.63%

Mid Cap

20.59%

Small Cap

67.74%

Other Cap

9.05%

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.

Scheme Document

https://www.axismf.com/statutory-disclosures

Address

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

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Fund

Zi Tag

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Franklin India Smaller Companies Fund - Direct Growth

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Tata Small Cap Fund Direct Plan Growth

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