Axis Small Cap Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 122.82 1.11(0.912 %) NAV as on 10 Sep 2024
Prime Rating:
3.5
Prime Recommendation:
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Fund type:
Equity
AUM (in crores):
₹ 23,771.71
Fund category:
Small cap Fund
Fund manager(s):
Tejas Sheth, Mayank Hyanki, Krishnaa N
Benchmark:
Nifty Smallcap 250 - TRI
Minimum investment:
₹
100
Launch date:
29 Nov 2013
Min. additional investment:
₹ 100
Expense ratio:
0.54 %
Exit load:
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
Scheme Objective: To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Performance (As on 10 Sep 2024)
| 6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
|---|---|---|---|---|---|
| Scheme | 24.26 % | 37.58 % | 24.19 % | 31.65 % | 26.17 % |
| Nifty Smallcap 100 | 22.97 % | 50.36 % | 21.77 % | 28.60 % | N/A |
Portfolio
Top 10 stock holdings
Allocation (%)
Blue Star Limited
3.55%
Brigade Enterprises Limited
3.12%
Cholamandalam Financial Holdings Limited
2.54%
Krishna Institute Of Medical Sciences Limited
2.29%
Kaynes Technology India Limited
2.13%
CCL Products (India) Limited
2.1%
JB Chemicals & Pharmaceuticals Limited
1.98%
Ahluwalia Contracts (India) Limited
1.95%
PB Fintech Limited
1.93%
Galaxy Surfactants Limited
1.74%
About this category
Small-cap funds invest in stocks beyond the 251st in terms of market capitalisation. These funds have very high risk-return potential, as small companies soar and deliver multi-fold returns during rising markets. However, these stocks fall sharply and are the last to recover from steep market falls. The Nifty Smallcap 100 or the BSE Smallcap can be used as benchmarks to measure performance.
Suitability
Smallcap funds suit investors with high risk appetites. The minimum period for which these funds need to be held is 5 years.
Taxation
