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Axis Small Cap Fund

Axis Small Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

29.80

as on 28 Nov 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,885 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

  • ₹ 81.720

    as on 28 Nov 2023
  • Regular - Growth

  • 5 / 22

  • ₹ 5,000

  • ₹ 11,601 Cr.

    as on 31 May 2023
  • 1.7%

  • 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 ₹ 81.720 as on 28 Nov 2023.

This fund has 10 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.7%. 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 Shreyash Devalkar

    Picture of Shreyash DevalkarShreyash Devalkar is the Senior Fund Manager as Axis AMC. He joined the AMC in 2016 and took over the responsibility of managing important funds like Bluechip Fund, Midcap Fund, followed by Multicap Fund in 2017. Prior to this, he was associated with BNP Paribas AMC as a Fund Manager for more than 5 years. He has also worked as a Research Analyst at IDFC Asset Management Company (July 2008 to Jan 2011) and IDFC Securities (Sept 2005 to July 2008).
  • About Vinayak Jayanath

    Picture of Vinayak Jayanath

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 9.54% 14.14% 30.96% 73.08% 54.78% 43.65% 30.50% 27.92% 58.66% 38.03% 34.09% 41.57% 24.79%
Category Average 6.79% 8.66% 24.55% 31.49% 20.81% 32.84% 22.47% 22.05% 47.27% 30.12% 27.69% 29.65% 20.05%
Axis Small Cap Fund 6.41%₹ 10,640 8.25%₹ 10,825 20.62%₹ 12,061 27.13%₹ 12,713 40.13%₹ 14,476 17.36%₹ 13,785 25.96%₹ 30,796 29.80%₹ 21,885 25.04%₹ 51,764 25.74%₹ 31,454 21.54%₹ 3,74,388 - -
Nippon India Small Cap Fund 7.25%₹ 10,725 8.89%₹ 10,889 28.40%₹ 12,839 36.62%₹ 13,662 53.73%₹ 15,266 25.29%₹ 15,716 36.24%₹ 33,656 40.39%₹ 27,693 34.09%₹ 58,428 26.82%₹ 32,820 35.29%₹ 1,42,075 27.92%₹ 1,17,464 24.79%₹ 4,46,533
SBI Small Cap Fund 5.59%₹ 10,558 4.82%₹ 10,482 17.68%₹ 11,768 19.36%₹ 11,936 31.43%₹ 13,959 15.70%₹ 13,396 22.55%₹ 29,871 27.27%₹ 20,627 22.07%₹ 49,690 22.92%₹ 28,078 26.36%₹ 1,15,092 26.82%₹ 1,07,790 22.18%₹ 3,87,778
Canara Robeco Small Cap Fund 6.03%₹ 10,603 7.36%₹ 10,736 21.01%₹ 12,100 22.31%₹ 12,230 37.20%₹ 14,303 18.27%₹ 14,000 23.73%₹ 30,188 34.12%₹ 24,144 25.75%₹ 52,265 - - - -
Quant Small Cap Fund 9.09%₹ 10,908 8.61%₹ 10,861 28.08%₹ 12,807 36.29%₹ 13,629 50.95%₹ 15,106 22.46%₹ 15,013 34.98%₹ 33,300 43.65%₹ 29,672 33.67%₹ 58,111 30.50%₹ 37,883 41.57%₹ 1,64,224 - -
L&T Emerging Businesses Fund 7.64%₹ 10,764 9.18%₹ 10,917 27.19%₹ 12,719 36.97%₹ 13,697 52.70%₹ 15,207 22.70%₹ 15,071 33.65%₹ 32,927 38.18%₹ 26,409 32.17%₹ 56,968 21.98%₹ 27,022 31.65%₹ 1,30,458 - -

Portfolio Holdings

Portfolio holdings pattern of Axis Small Cap Fund as on 30 Nov 2023 are listed below:

  • Equity Holdings:

    86.80%
  • Debt Holdings:

    1.48%
  • Others Holdings:

    11.72%

Top Sector Holdings of Axis Small Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Hospital 8.61% ₹ 1,134.68 Cr.
Chemicals - Speciality 8.23% ₹ 1,130.57 Cr.
Computers - Software 8.18% ₹ 1,077.77 Cr.
Auto ancillaries 5.58% ₹ 737.85 Cr.
Castings/Forgings 5.04% ₹ 664.09 Cr.
Others 64.36% -

Top Stock Holdings of Axis Small Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Narayana Hrudayalaya Ltd. 4.58% ₹ 603.47 Cr.
CCL Products (India) Ltd. 3.48% ₹ 459.04 Cr.
Brigade Enterprises Ltd. 3.39% ₹ 446.70 Cr.
Cholamandalam Financial Holdings Ltd. 3.24% ₹ 427.01 Cr.
Galaxy Surfactants Ltd. 3.19% ₹ 420.56 Cr.
Others 82.12% -

Top Debt Instrument Type holdings of Axis Small Cap Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 1.48% ₹ 195.63 Cr.
Others 98.52% -

Top Debt Holdings of Axis Small Cap Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 1.48% ₹ 195.63 Cr.
Others 98.52%

Other Holdings

Holding TypeHolding Percentage
TREPS 11.88%
Net Receivables -0.16%