INF846K01K01

CASPeR Ranking #108

Axis Small Cap Fund Regular Growth

Very High Risk Small-Cap Equity

NAV (Mon Oct 21 2024)

₹107

Returns (Since Inception)

20.54%

Category Average

22.48%

Rating

3

Allocation and Holdings

Asset class

Weightage

Industrials

7.84%

Real Estate

3.52%

Financial Services

4.81%

Healthcare

4.25%

Consumer Defensive

1.97%

Basic Materials

1.69%

ad banner to download
Get your personalized mutual fund portfolio in 2 minutes.
rating icon4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

Axis Small Cap Fund Regular Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹24766.00 Cr


ISIN

INF846K01K01


Inception Date

Nov 29 2013


Standard Deviation

11.928


Beta

0.63


Sharpe Ratio

1.358


Benchmark

IISL Nifty Smallcap 250 TR INR


Expense Ratio

1.600%


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

₹24766.00 Cr


Popular Equity funds

View all Funds

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

It’s Time to Grow Your Wealth

AUM

Investors

stack mb