Axis Small Cap Fund Regular Growth

• Alpha 13.13%
• Beta 0.68
• Sharpe Ratio1.19
• Std Deviation 14.20%
• Tracking Error 13.56%

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

The Axis Small Cap Fund Regular Growth has an AUM of 25062.36 crores & has delivered CAGR of 30.06% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.60%. The minimum investment in Axis Small Cap Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Clearing Corporation Of India Ltd, Krishna Instit Of Medical Scienc, Brigade Enterprises & Cholamandalam Financial Holdings.

The major sectors where the fund is invested are Construction Services, Healthcare Facilities, Investment Services & Chemical Manufacturing.

Some of the similar funds are Quant Small Cap Fund Growth, Axis Small Cap Fund Regular Growth, DSP Small Cap Fund Regular Plan Growth, SBI Small Cap Fund Regular Plan Growth, Kotak Small Cap Growth. Axis Small Cap Fund Regular Growth has a sharpe ratio of 1.19 & a standard deviation of 14.20%.