3 Year return
28.49%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹19029.59 Cr.
Expense Ratio
0.52% (inclusive of GST)
Exit Load
If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Axis Mutual Fund Managers
AT
Anupam Tiwari
Fund Manager since Oct 2023
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant Small Cap Fund IDCW Direct Plan Payout |
41.86% |
0 |
|
Nippon India Small Cap Fund Direct Plan IDCW Payout |
37.46% |
4 |
|
Bank of India Small Cap Fund Direct Plan IDCW Payout |
32.15% |
2.5 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Reinvestment
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Growth
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Reinvestment
About Axis Small Cap Fund Direct Plan-Growth
Axis Small Cap Fund Direct Plan-Growth, a mutual fund scheme from Axis Mutual Fund, primarily invests in small-cap stocks. This small-cap fund stands out for its bottom-up approach to investing, aiming to identify businesses with substantial long-term potential. The performance of Axis Small Cap Fund Direct Plan-Growth in terms of delivering consistent returns aligns with the average of its category. The fund also demonstrates an average ability to mitigate risk during market downturns.
Investment Objective of the Scheme
The investment objective of the Axis Small Cap Fund Direct Plan-Growth is to generate long-term capital appreciation. This is achieved by maintaining a diversified portfolio that primarily consists of equity and equity-related instruments belonging to small cap companies. The fund's strategy is designed to leverage the high growth potential of these small cap companies, with the aim of delivering substantial returns over the long term.
Key Features of The Fund
| 5-year return | 28.6% |
| Expense Ratio | 0.52% |
| Fund Manager | Anupam Tiwari |
| Fund Size | ₹19029.59 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
This Axis Small Cap Fund Direct Plan-Growth is an excellent fit for those who are patient and able to absorb short-term market volatility that can be associated with small-cap investments. However, the fund's strategy does require investors to have an investment horizon of at least five years to effectively reap the potential benefits of small-cap investing. In essence, this fund serves as a strategic investment tool for those willing to tolerate higher risk for potentially higher returns in the long term.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
FAQs
What is today's NAV of Axis Small Cap Fund?
What is the AUM of Axis Small Cap Fund?
What is the expense ratio of Axis Small Cap Fund?
What are the returns of Axis Small Cap Fund since inception?
What is the minimum SIP amount to invest in Axis Small Cap Fund?
How do I invest in Axis Small Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Small Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Small Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Small Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
