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Axis Small Cap Fund

Axis Small Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

25.62

as on 24 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,835 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

  • ₹ 56.630

    as on 24 May 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 ₹ 56.630 as on 24 May 2022.

This fund has 8 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 3.32% 8.58% 25.76% 73.08% 86.75% 36.78% 19.18% 24.54% 7.74% 45.41% 51.68% 24.58% 22.89%
Category Average -8.81% 1.24% -7.76% 15.37% 56.73% 22.66% 13.20% 19.06% -4.72% 30.18% 31.95% 18.87% 17.45%
Axis Small Cap Fund -7.80%₹ 9,220 0.84%₹ 10,083 -6.44%₹ 9,355 15.05%₹ 11,505 -0.46%₹ 11,970 49.62%₹ 22,436 29.32%₹ 31,686 25.62%₹ 19,835 29.32%₹ 54,816 18.86%₹ 23,734 22.92%₹ 1,05,886 - -
Kotak Small Cap Fund -8.03%₹ 9,197 0.15%₹ 10,014 -10.30%₹ 8,969 15.51%₹ 11,551 -2.75%₹ 11,821 66.32%₹ 27,739 36.02%₹ 33,551 28.70%₹ 21,332 36.93%₹ 60,585 16.71%₹ 21,664 24.58%₹ 1,10,216 20.57%₹ 64,966 20.46%₹ 3,53,023
Nippon India Small Cap Fund -11.14%₹ 8,885 1.63%₹ 10,162 -7.11%₹ 9,288 17.45%₹ 11,745 -1.28%₹ 11,917 63.00%₹ 26,640 35.77%₹ 33,480 24.54%₹ 19,328 35.54%₹ 59,503 17.21%₹ 22,132 22.70%₹ 1,05,339 24.54%₹ 89,875 22.89%₹ 4,02,495
Quant Small Cap Fund -13.80%₹ 8,620 1.82%₹ 10,182 -9.28%₹ 9,071 13.76%₹ 11,375 -5.97%₹ 11,611 86.75%₹ 34,994 45.41%₹ 36,231 36.78%₹ 25,611 51.68%₹ 72,898 - - - -
HDFC Small Cap Fund -9.72%₹ 9,028 0.48%₹ 10,047 -9.26%₹ 9,074 10.82%₹ 11,081 -7.88%₹ 11,485 56.57%₹ 24,576 28.97%₹ 31,590 15.46%₹ 15,396 27.59%₹ 53,555 13.82%₹ 19,113 17.02%₹ 91,758 - -
SBI Small Cap Fund -5.75%₹ 9,424 4.22%₹ 10,421 -6.13%₹ 9,386 13.72%₹ 11,371 3.07%₹ 12,198 52.71%₹ 23,373 29.34%₹ 31,693 24.69%₹ 19,398 30.32%₹ 55,546 19.18%₹ 24,056 21.39%₹ 1,02,059 - -

Portfolio Holdings

Portfolio holdings pattern of Axis Small Cap Fund as on 25 May 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%