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Axis Small Cap Fund - Direct Plan

To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

Suitability

capital appreciation over long term; investment in a diversified portfolio predominantly consisting of equity and equity related instruments of small cap companies.

Fund Info

Scheme Class	Equity
Scheme Category	Small-Cap
Expense Ratio	0.54%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 22,736
AMC AUM (in Crs.)	₹ 89,720
Min Addition Subscription	₹ 100

Benchmark Type

BSE Smallcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	22.51%
HDFC Small Cap Fund - Direct Plan	1000	1000	21.44%
Aditya Birla Sun Life Small Cap Fund - Direct Plan	1000	1000	16.48%
HSBC Small Cap Fund - Direct Plan	1000	1000	19.56%
HDFC Small Cap Fund - Direct Plan	1000	1000	21.44%
HDFC Small Cap Fund - Direct Plan	1000	1000	21.44%
ICICI Prudential Smallcap Fund - Direct Plan	1000	1000	17.87%
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	22.51%

Top 10 Holdings

Company	Holding Type	Asset(%)
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	13
Blue Star Ltd	Equity	4
Krishna Institute of Medical Sciences Ltd	Equity	3
Cholamandalam Financial Holdings Ltd	Equity	3
Brigade Enterprises Ltd	Equity	3
Kaynes Technology India Ltd	Equity	2
Nifty April 2025 Future	Equity Index - Future	2
Net Receivables / (Payables)	Cash - Collateral	2
Narayana Hrudayalaya Ltd	Equity	2
J.B. Chemicals & Pharmaceuticals Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	87
Cash - Repurchase Agreement	13
Cash - Collateral	2
Equity Index - Future	2
Bond - Gov't Treasury	1

Sector Allocation(%)

Sector	Percent
Industrials	19
Financial Services	17
Cash - Repurchase Agreement	13
Healthcare	12
Basic Materials	11

Fund Manager

Tejas Sheth

0+ years of experience

Mayank Hyanki

1+ years of experience

Krishnaa N

1+ years of experience

Axis Asset Mutual Fund

AUM₹89,720 Cr

About

Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customers view and long-term relationship.##Axis Mutual Fund houses more than 50 schemes, it has over 20 lakh investors investing with them and is present in over 90 cities. Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.##They also aim to provide quality financial and investment solutions. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.

customerservice@axismf.com

Phone

1800 221 322

Address

Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m