![INF846K01K35](https://res.cloudinary.com/stack-finance/image/upload/v1701157520/AMCs/Axis_Asset_Management_Company_Limited_fihwse.png)
CASPeR Ranking #70
Axis Small Cap Fund Direct Growth
NAV (Fri Jul 26 2024)
₹118
Returns (Since Inception)
24.29%
Category Average
25.54%
Rating
4
Allocation and Holdings
Asset class
Weightage
Real Estate
4.33%
Industrials
7.80%
Financial Services
5.51%
Technology
2.57%
Healthcare
3.92%
Consumer Defensive
1.84%
![ad banner to download](https://webstatic.stackfinance.co/website-v4/half-mob.webp)
Get your personalized mutual fund portfolio in 2 minutes.
![rating icon](https://webstatic.stackfinance.co/website-v4/star-rating.webp)
Overall rating
Scheme Information
Fund name
Axis Small Cap Fund Direct Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹22262.42 Cr
ISIN
INF846K01K35
Inception Date
Jan 01 1970
Standard Deviation
12.099
Beta
0.62
Sharpe Ratio
1.52
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 43255161Email Address
customerservice@axismf.comCorporate Office Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,Overall AUM
₹22262.42 Cr
Website
www.axismf.comPopular Equity funds
View all Funds![franklin-india-equity-advantage-fund-direct-growth](https://res.cloudinary.com/stack-finance/image/upload/v1701157523/AMCs/Franklin_Templeton_Mutual_Fund_lbcars.png)
Franklin India Equity Advantage Fund Direct Growth
₹3510.46 Cr
17.92%
![sbi-psu-regular-growth](https://res.cloudinary.com/stack-finance/image/upload/v1695359340/AMCs/SBI_Contra_Fund_Growth_uhf3q2.png)
SBI PSU Regular Growth
₹3694.68 Cr
40.71%
![nippon-india-elss-tax-saver-fund-direct-plan-growth-option](https://res.cloudinary.com/stack-finance/image/upload/v1695359343/AMCs/Nippon_India_Nifty_Alpha_Low_Volatility_30_Index_Fund_Growth_sck2mt.png)
Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option
₹15916.96 Cr
23.48%
![nippon-india-multi-cap-fund-direct-plan-growth](https://res.cloudinary.com/stack-finance/image/upload/v1695359343/AMCs/Nippon_India_Nifty_Alpha_Low_Volatility_30_Index_Fund_Growth_sck2mt.png)
Nippon India Multi Cap Fund - Direct Plan - Growth
₹34943.27 Cr
32.17%
![quant-focused-fund-growth-option-direct-plan](https://res.cloudinary.com/stack-finance/image/upload/v1695359342/AMCs/Quant_Flexi_Cap_Fund_Growth_y1un3p.png)
Quant Focused fund Growth Option Direct Plan
₹1059.04 Cr
24.73%
Expert designed mutual fund portfolios
Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.
![Mutual fund cover img](https://webstatic.stackfinance.co/website-v4/mf-hero.webp)
frequently asked questions
view all FAQs![arrow](https://webstatic.stackfinance.co/website-v4/chev-down.webp)
What is the current NAV of Axis Small Cap Fund Direct Growth?
The NAV of Axis Small Cap Fund Direct Growth is ₹118 as of Fri Jul 26 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
![arrow](https://webstatic.stackfinance.co/website-v4/chev-down.webp)
Who is the fund manager of Axis Small Cap Fund Direct Growth?
Anupam Tiwari is the current fund manager of Axis Small Cap Fund Direct Growth as on Sat Jul 27 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
![arrow](https://webstatic.stackfinance.co/website-v4/chev-down.webp)
What is the expense ratio of Axis Small Cap Fund Direct Growth?
The Expense Ratio of Axis Small Cap Fund Direct Growth is 55.00% as of Sat Jul 27 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 55.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
![arrow](https://webstatic.stackfinance.co/website-v4/chev-down.webp)
What is the minimum SIP amount of Axis Small Cap Fund Direct Growth?
The minimum Systematic Investment Plan (SIP) amount required for Axis Small Cap Fund Direct Growth is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
![arrow](https://webstatic.stackfinance.co/website-v4/chev-down.webp)
What is the minimum lump sum amount required to invest in Axis Small Cap Fund Direct Growth?
To initiate a lump sum investment in Axis Small Cap Fund Direct Growth, a minimum initial amount of ₹100 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
![arrow](https://webstatic.stackfinance.co/website-v4/chev-down.webp)
What is risk category of the Axis Small Cap Fund Direct Growth?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Axis Small Cap Fund Direct Growth is classified as Very High Risk.
![arrow](https://webstatic.stackfinance.co/website-v4/chev-down.webp)
What is the category of Axis Small Cap Fund Direct Growth?
The category of the Axis Small Cap Fund Direct Growth is Equity.
it’s time to grow your wealth
![3 users](https://webstatic.stackfinance.co/website-v4/users.webp)
![stack mb](https://webstatic.stackfinance.co/website-v4/grow-mb.webp)