MyWealthGrowth.com logo
HomeMutual Funds

Axis Small Cap Fund

Axis Small Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

37.00

as on 07 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 25,756 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 70.340

    as on 07 Jun 2023
  • Regular - Growth

  • 5 / 22

  • ₹ 5,000

  • ₹ 11,601 Cr.

    as on 31 Mar 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 ₹ 70.340 as on 07 Jun 2023.

This fund has 9 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 9.51% 13.66% 25.76% 73.08% 54.78% 61.30% 25.43% 27.24% 36.24% 22.20% 34.92% 35.97% 23.79%
Category Average 7.11% 10.61% 8.94% 25.23% 19.17% 40.01% 15.56% 20.07% 24.76% 15.47% 26.03% 24.88% 18.28%
Axis Small Cap Fund 8.00%₹ 10,799 11.60%₹ 11,159 8.23%₹ 10,823 22.97%₹ 12,297 24.31%₹ 13,520 18.45%₹ 14,031 15.71%₹ 28,028 37.00%₹ 25,756 24.77%₹ 51,547 20.87%₹ 25,812 25.18%₹ 1,11,817 - -
Nippon India Small Cap Fund 8.88%₹ 10,887 13.66%₹ 11,366 10.82%₹ 11,081 32.45%₹ 13,245 32.88%₹ 14,033 23.25%₹ 15,189 22.20%₹ 29,756 47.30%₹ 32,027 33.06%₹ 57,602 19.71%₹ 24,592 29.65%₹ 1,24,395 27.24%₹ 1,11,343 23.79%₹ 4,22,670
SBI Small Cap Fund 5.57%₹ 10,556 7.83%₹ 10,782 2.77%₹ 10,276 20.46%₹ 12,046 16.21%₹ 13,024 14.99%₹ 13,223 13.32%₹ 27,402 36.52%₹ 25,485 22.52%₹ 49,981 17.46%₹ 22,372 23.39%₹ 1,07,115 - -
Canara Robeco Small Cap Fund 7.03%₹ 10,702 9.84%₹ 10,984 4.48%₹ 10,448 16.04%₹ 11,603 16.80%₹ 13,060 19.61%₹ 14,307 13.75%₹ 27,515 43.37%₹ 29,529 27.20%₹ 53,276 - - - -
Quant Small Cap Fund 5.66%₹ 10,565 9.16%₹ 10,915 7.69%₹ 10,769 29.11%₹ 12,910 28.74%₹ 13,787 20.15%₹ 14,434 17.67%₹ 28,546 61.30%₹ 42,076 34.92%₹ 59,028 25.43%₹ 31,060 35.97%₹ 1,44,238 - -
L&T Emerging Businesses Fund 5.47%₹ 10,547 10.54%₹ 11,053 9.19%₹ 10,918 25.02%₹ 12,501 25.40%₹ 13,585 21.23%₹ 14,696 17.45%₹ 28,487 43.69%₹ 29,725 29.67%₹ 55,076 14.71%₹ 19,865 24.91%₹ 1,11,110 - -

Portfolio Holdings

Portfolio holdings pattern of Axis Small Cap Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    83.59%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    16.41%

Top Sector Holdings of Axis Small Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Chemicals - Speciality 9.01% ₹ 1,044.86 Cr.
Hospital 8.43% ₹ 977.18 Cr.
Computers - Software 7.70% ₹ 892.95 Cr.
Auto ancillaries 5.71% ₹ 662.85 Cr.
Cement 5.33% ₹ 617.98 Cr.
Others 63.82% -

Top Stock Holdings of Axis Small Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Narayana Hrudayalaya Ltd. 4.51% ₹ 522.89 Cr.
CCL Products (India) Ltd. 3.54% ₹ 410.67 Cr.
Galaxy Surfactants Ltd. 3.43% ₹ 397.50 Cr.
J K Lakshmi Cement Ltd. 3.29% ₹ 381.42 Cr.
Brigade Enterprises Ltd. 3.25% ₹ 376.90 Cr.
Others 81.98% -

Other Holdings

Holding TypeHolding Percentage
TREPS 16.13%
Net Receivables 0.28%