Axis Small Cap Fund Regular Growth | Mutual Fund Performance | Mint
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Business News/Market/Market Stats/    Axis Small Cap Fund Regular Growth

Axis Small Cap Fund Regular Growth

+
  • Equity
  • Small-Cap
  • Rating 4
  • Plan
88.77 -0.29 (-0.33%) NAV as on 20 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)19530.69
  • CAGR 40.41%
  • Exit Load1.00%
  • Expense ratio1.63%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2013-11-29

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 22 February 2024

  • Name
  • Value (Cr)
  • Holding %
  • Clearing Corporation Of India Ltd
  • 1672.20
  • 8.56%
View More

Risk & Volitility

  • Alpha 13.13%
  • Beta 0.68
  • Sharpe Ratio1.92
  • Std Deviation 12.13%
  • Tracking Error 13.56%

About Fund

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 19530.69 crores & has delivered CAGR of 28.41% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.63%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include Clearing Corporation Of India Ltd, Birlasoft, Narayana Hrudayalaya & Brigade Enterprises.

 

The major sectors where the fund is invested are Software & Programming, Construction Services, Consumer Financial Services & Healthcare Facilities.

 

Some of the similar funds are Quant Small Cap Fund Growth, HDFC Small Cap Fund Growth, Axis Small Cap Fund Regular Growth, SBI Small Cap Fund Regular Plan Growth, Kotak Small Cap Growth. Axis Small Cap Fund Regular Growth has a sharpe ratio of 1.92 & a standard deviation of 12.13%.

FAQs about Axis Small Cap Fund Regular Growth

According to the morning star rating Axis Small Cap Fund Regular Growth has a Moderate risk & Exceptional return.
Axis Small Cap Fund Regular Growth is managed by Shreyash Devalkar,Vinayak Jayanath,Mayank Hyanki.
The expense ratio of Axis Small Cap Fund Regular Growth is 1.63%.
The 5 year annualized return on Axis Small Cap Fund Regular Growth is 28.41% & it has generated 40.41% in the last 1 year.
The minimum investment in Axis Small Cap Fund Regular Growth is 100 Rs.
Axis Small Cap Fund Regular Growth has an AUM of 19530.69 crores.
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