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Axis Small Cap Fund

Axis Small Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

27.43

as on 01 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,732 today.

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NAV Performance

Axis Small Cap Fund performance graph for last 3 years
Performance of Axis Small Cap Fund for last 3 Years

Fund Information

  • ₹ 65.100

    as on 01 Dec 2022
  • Regular - Growth

  • 3 / 22

  • ₹ 5,000

  • ₹ 7,695 Cr.

    as on 31 Dec 2021
  • 1.96%

  • 29 Nov 2013

  • Equity - Small Cap Fund

  • Nifty 50

  • Axis Mutual Fund

    Show All Funds
  • Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Axis Small Cap Fund is an Open-ended Equity Fund. The fund belongs to Small Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 29 Nov 2013. This fund is offered by one of the top AMC (Assets Management Company) Axis Mutual Fund. You can also view here all other Equity funds offered by Axis Mutual Fund.

Latest NAV of the fund is ₹ 65.100 as on 01 Dec 2022.

This fund has 9 years of track record. Since 31 Oct 2021 expense ratio of this fund is 1.96%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

List of Fund Managers of Axis Small Cap Fund

  • About Hitesh Das

    Picture of Hitesh Das
  • About Anupam Tiwari

    Picture of Anupam TiwariAnupam Tiwari is an Equity Fund Manager at Axis AMC. He joined Axis AMC in September 2016. Prior to this, he worked with Reliance Life Insurance & Principal PNB Asset Management as a Fund Manager. He started his career as an Equity Analyst with Reliance Capital AMC in 2005.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 5.40% 8.89% 25.76% 73.08% 54.78% 51.93% 18.27% 24.26% 26.04% 28.25% 50.22% 27.80% 24.24%
Category Average 2.00% 3.83% 13.84% 10.38% 34.89% 30.79% 12.21% 18.45% 14.15% 20.41% 33.52% 22.30% 18.07%
Axis Small Cap Fund 2.52%₹ 10,251 3.42%₹ 10,341 12.16%₹ 11,216 8.74%₹ 10,873 13.66%₹ 12,870 31.62%₹ 17,323 20.71%₹ 29,362 27.43%₹ 20,732 30.13%₹ 55,427 18.27%₹ 23,150 25.14%₹ 1,11,742 - -
Kotak Small Cap Fund 0.73%₹ 10,072 -0.35%₹ 9,964 7.36%₹ 10,736 1.09%₹ 10,109 5.42%₹ 12,349 33.10%₹ 17,716 16.34%₹ 28,200 32.12%₹ 23,114 32.78%₹ 57,407 15.94%₹ 20,955 25.43%₹ 1,12,534 19.05%₹ 57,288 20.33%₹ 3,50,628
Nippon India Small Cap Fund 3.03%₹ 10,303 5.64%₹ 10,563 17.15%₹ 11,715 15.91%₹ 11,591 21.89%₹ 13,378 42.02%₹ 20,171 28.07%₹ 31,361 35.25%₹ 24,802 40.09%₹ 63,124 16.31%₹ 21,296 27.80%₹ 1,19,083 24.26%₹ 87,894 24.24%₹ 4,33,411
Quant Small Cap Fund 4.87%₹ 10,487 8.89%₹ 10,888 17.51%₹ 11,751 11.79%₹ 11,179 20.99%₹ 13,323 47.02%₹ 21,613 28.25%₹ 31,412 51.93%₹ 35,193 50.22%₹ 71,639 - - - -
HDFC Small Cap Fund 4.43%₹ 10,442 6.59%₹ 10,658 19.42%₹ 11,942 11.42%₹ 11,142 21.43%₹ 13,350 36.53%₹ 18,639 23.47%₹ 30,108 27.56%₹ 20,795 34.27%₹ 58,548 13.02%₹ 18,445 22.03%₹ 1,03,698 - -
SBI Small Cap Fund 1.80%₹ 10,180 4.10%₹ 10,410 14.67%₹ 11,466 12.58%₹ 11,257 20.36%₹ 13,284 31.38%₹ 17,260 22.46%₹ 29,835 29.46%₹ 21,744 32.48%₹ 57,183 14.88%₹ 20,016 24.57%₹ 1,10,233 - -

Portfolio Holdings

Portfolio holdings pattern of Axis Small Cap Fund as on 02 Dec 2022 are listed below:

  • Equity Holdings:

    92.38%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    7.62%

Top Sector Holdings of Axis Small Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 16.27% ₹ 1,330.86 Cr.
Chemicals - Speciality 12.74% ₹ 1,046.49 Cr.
Hospital 7.17% ₹ 586.71 Cr.
Cement 5.76% ₹ 470.26 Cr.
Construction civil 5.10% ₹ 417.09 Cr.
Others 52.96% -

Top Stock Holdings of Axis Small Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Galaxy Surfactants Ltd. 5.19% ₹ 424.20 Cr.
Birlasoft Ltd. 4.71% ₹ 385.20 Cr.
Brigade Enterprises Ltd. 4.36% ₹ 356.99 Cr.
Narayana Hrudayalaya Ltd. 3.87% ₹ 316.68 Cr.
Tata Elxsi Ltd. 3.62% ₹ 296.38 Cr.
Others 78.25% -

Other Holdings

Holding TypeHolding Percentage
TREPS 7.97%
Net Receivables -0.35%