Axis Small Cap Fund - Regular Plan - Growth
Category: Equity: Small Cap
Launch Date: 05-11-2013
AUM:
₹ 29,198.38 Cr
Expense Ratio
1.67%
Benchmark
Nifty Smallcap 250 TRI
ISIN
INF846K01K01
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Tejas Sheth, Mr. Mayank Hyanki, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Small Cap Fund - Regular Plan - Growth | 5.87 | 15.69 | 15.37 |
| NIFTY SMALLCAP 250 TRI | 3.17 | 17.5 | 15.36 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
113.39
Last change
1.53 (1.3493%)
Fund Size (AUM)
₹ 29,198.38 Cr
Performance
21.11% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Fund Manager
Mr. Tejas Sheth, Mr. Mayank Hyanki, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Clearing Corporation of India Ltd | 10.52 |
| Krishna Institute Of Medical Sciences Limited | 2.76 |
| CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.55 |
| JB Chemicals & Pharmaceuticals Limited | 2.32 |
| Multi Commodity Exchange of India L | 1.89 |
| CITY UNION BANK LIMITED EQ NEW RS. 1/- | 1.81 |
| CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/- | 1.57 |
| Sai Life Sciences Limited | 1.57 |
| NIFTY June 2026 Future | 1.49 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 1.46 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 18.01 |
| Capital Goods | 13.79 |
| Healthcare | 13.05 |
| Chemicals | 7.55 |
| Automobile and Auto Components | 6.88 |
| Fast Moving Consumer Goods | 5.82 |
| Information Technology | 4.55 |
| Consumer Durables | 4.24 |
| Realty | 3.37 |
| Consumer Services | 2.48 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Small Cap Reg Gr | 15.37 |
| TrustMF Small Cap Fund Reg Gr | 0.0 |
| Union Small Cap Reg Gr | 16.22 |
| Bank Of India Small Cap Reg Gr | 18.15 |
| Motilal Oswal Small Cap Reg Gr | 0.0 |
| JM Small Cap Fund Reg Gr | 0.0 |
| ITI Small Cap Reg Gr | 15.43 |
| MahIndra Manulife Small Cap Fund Reg Gr | 0.0 |
| DSP Small Cap Reg Gr | 16.93 |
| ABSL Small Cap Gr | 12.63 |