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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(%) N/A 14.64 16.24 16.2
Average Rolling Returns(%) 22.56 20.58 20.43 19.82

The Current NAV of Axis Small Cap Fund - Growth - Direct Plan is ₹116.95.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.

Axis Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.56%

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 ₹23,919 Crores.

The Top three stocks are CCL Products (India), Krishna Inst.Medi and JB Chem & Pharma and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 13% and 21% of fund’s portfolio respectively.

Top three sectors of Axis Small Cap Fund - Growth - Direct Plan fund are BFSI, Healthcare and Others accounting for 40% 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.

Tejas Sheth and Mayank Hyanki manage the Axis Small Cap Fund - Growth - Direct Plan Fund.

Axis Small Cap Fund - Growth - Direct Plan current PE ratio is 40.22 and PB ratio is 5.74

The asset allocation of Axis Small Cap Fund - Growth - Direct Plan is Stocks : 87.82%, Debt : 10.20% and Gold : 2%

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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