INF846K01K01

CASPeR Ranking #105

Axis Small Cap Fund Regular Growth

Very High Risk Small-Cap Equity

NAV (Fri Feb 14 2025)

₹93

Returns (Since Inception)

16.37%

Category Average

17.43%

Rating

3

Allocation and Holdings

Asset class

Weightage

Industrials

5.46%

Real Estate

3.12%

Healthcare

6.19%

Financial Services

4.26%

Consumer Defensive

1.87%

Basic Materials

1.50%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Axis Small Cap Fund Regular Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹23139.08 Cr


ISIN

INF846K01K01


Inception Date

Nov 29 2013


Standard Deviation

13.332


Beta

0.66


Sharpe Ratio

0.779


Benchmark

IISL Nifty Smallcap 250 TR INR


Expense Ratio

1.610%


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

₹23139.08 Cr


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