FAQ : Axis Small Cap Fund - Growth - Direct Plan

Axis Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 41.15 26.97 27.33 19.65
Average Rolling Returns(%) 26.96 22.20 19.63 21.77

The Current NAV of Axis Small Cap Fund - Growth - Direct Plan is ₹101.64.

You can consider SIP in Axis Small Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 100 returns, as Funds portfolio is significantly different.

Axis Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.54%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Axis Small Cap Fund - Growth - Direct Plan is currently ₹19,030 Crores.

The Top three stocks are Birlasoft, Narayana Hrudayalay and Brigade Enterprises and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 29% of fund’s portfolio respectively.

Top three sectors of Axis Small Cap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Healthcare accounting for 38% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Axis Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.

Shreyash Devalkar and Vinayak Jayanath manage the Axis Small Cap Fund - Growth - Direct Plan Fund.

Axis Small Cap Fund - Growth - Direct Plan current PE ratio is 40.13 and PB ratio is 7.22

The asset allocation of Axis Small Cap Fund - Growth - Direct Plan is Stocks : 88.37%, Debt : 9.66% and Gold : 1.97%

The minimum SIP amount for Axis Small Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Axis Small Cap Fund - Growth - Direct Plan is Nil for 10% of investments and 1% for remaining investments on or before 12 months, Nil after 12 months

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