3 Year return

27.56%
Launched on November 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

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.

Ratings

ARQ Rating
4

Ratings by other agencies

5
3
0

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

Holdings

Axis Mutual Fund Managers

AT

Anupam Tiwari

Fund Manager since Oct 2023

Fund House Details

Axis Mutual Fund

Axis Mutual Fund Asset management company

AUM ₹275,166.00 Cr.
No. of Schemes 245
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

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 27.81%
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
Email 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 Direct Plan Growth?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Small Cap Fund Direct Plan Growth Apr 19 2024 is 100.36

What is the AUM of Axis Small Cap Fund Direct Plan Growth?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Small Cap Fund Direct Plan Growth is 19029.59 crore.

What is the expense ratio of Axis Small Cap Fund Direct Plan Growth?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Axis Small Cap Fund Direct Plan Growth is 0.52%

What are the returns of Axis Small Cap Fund Direct Plan Growth since inception?

The Axis Small Cap Fund Direct Plan Growth was launched on Nov 11 2013. The fund has delivered a CAGR of 24.86 since inception.

What is the minimum SIP amount to invest in Axis Small Cap Fund Direct Plan Growth?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Small Cap Fund Direct Plan Growth is 100.

How do I invest in Axis Small Cap Fund Direct Plan Growth?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Axis Small Cap Fund Direct Plan Growth?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Axis Small Cap Fund Direct Plan Growth?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Axis Small Cap Fund Direct Plan Growth?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.