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(%) | 43.01 | 29.42 | 29.31 | 19.96 |
Average Rolling Returns(%) | 26.85 | 22.14 | 19.49 | 21.91 |
The Current NAV of Axis Small Cap Fund - Growth - Direct Plan is ₹94.80.
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 0.53%
The process for redemption is
The AUM of Axis Small Cap Fund - Growth - Direct Plan is currently ₹19,606 Crores.
The Top three stocks are Birlasoft, Narayana Hrudayalay and Brigade Enterprises and account for 12% 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 39% 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 41.85 and PB ratio is 7.65
The asset allocation of Axis Small Cap Fund - Growth - Direct Plan is Stocks : 89.26%, Debt : 8.85% and Gold : 1.89%
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