Axis Small Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 38.87 | 24.95 | 27.76 | 20.08 |
Average Rolling Returns(%) | 25.73 | 20.78 | 18.49 | 20.07 |
The Current NAV of Axis Small Cap Fund - Regular Plan - Growth is ₹102.75.
You can consider SIP in Axis Small Cap Fund - Regular Plan - Growth 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 250 returns, as Funds portfolio is significantly different.
Axis Small Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.62%
The process for redemption is
The AUM of Axis Small Cap Fund - Regular Plan - Growth is currently ₹22,262 Crores.
The Top three stocks are Brigade Enterprises, Blue Star and Cholamandalam Fin. and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 26% of fund’s portfolio respectively.
Top three sectors of Axis Small Cap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Capital Goods accounting for 41% 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 - Regular Plan - Growth Fund is Equity - Small cap Fund.
Tejas Sheth and Mayank Hyanki manage the Axis Small Cap Fund - Regular Plan - Growth Fund.
Axis Small Cap Fund - Regular Plan - Growth current PE ratio is 48.35 and PB ratio is 8.20
The asset allocation of Axis Small Cap Fund - Regular Plan - Growth is Stocks : 92.77%, Debt : 5.45% and Gold : 1.81%
The minimum SIP amount for Axis Small Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Axis Small Cap Fund - Regular Plan - Growth is Nil for 10% of investments and 1% for remaining investments on or before 12 months, Nil after 12 months