INF846K01K35

CASPeR Ranking #91

Axis Small Cap Fund Direct Growth

Very High Risk Small-Cap Equity

NAV (Tue Jan 14 2025)

₹116

Returns (Since Inception)

17.43%

Category Average

17.27%

Rating

4

Allocation and Holdings

Asset class

Weightage

Industrials

8.49%

Real Estate

3.09%

Healthcare

4.40%

Financial Services

5.63%

Consumer Defensive

2.08%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Axis Small Cap Fund Direct Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹24758.17 Cr


ISIN

INF846K01K35


Inception Date

Dec 05 2013


Standard Deviation

12.304


Beta

0.64


Sharpe Ratio

1.15


Benchmark

IISL Nifty Smallcap 250 TR INR


Expense Ratio

0.550%


Exit Load

If redeemed / switched out within 12 months from the date of allotment For 10% of investments NIL For remaining investments 1% If redeemed / switched out after 12 months from the date of allotment NIL.

Risk

Very High Risk

Investment Objective

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

Fund Managers

Anupam Tiwari

Hitesh Das

About the AMC

Axis Asset Management Company Limited


Phone Number

+91 22 43255161


Corporate Office Address

Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Overall AUM

₹24758.17 Cr


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