Sandbox
Axis Small Cap Fund - Regular Plan - Growth
Category: Equity: Small Cap
Launch Date: 05-11-2013
AUM:
₹ 26,838.22 Cr
Expense Ratio
1.59%
Benchmark
NIFTY Smallcap 250 TRI
ISIN
INF846K01K01
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Tejas Sheth, Mr. Mayank Hyanki, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Small Cap Fund - Regular Plan - Growth | -4.47 | 17.28 | 22.49 |
| NIFTY SMALLCAP 250 TRI | -10.04 | 19.73 | 23.72 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
104.79
Last change
0.9 (0.8589%)
Fund Size (AUM)
₹ 26,838.22 Cr
Performance
21.52% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Fund Manager
Mr. Tejas Sheth, Mr. Mayank Hyanki, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Clearing Corporation of India Ltd | 8.68 |
| Krishna Institute Of Medical Sciences Limited | 2.84 |
| NIFTY November 2025 Future | 2.4 |
| BRIGADE ENTERPRISES LIMITED EQ | 2.36 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 2.26 |
| CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.21 |
| KAYNES TECHNOLOGY INDIA LIMITED EQ | 2.01 |
| CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/- | 1.96 |
| BLUE STAR LIMITED EQ NEW FV RS.2/- | 1.86 |
| JB Chemicals & Pharmaceuticals Limited | 1.86 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.09 |
| Capital Goods | 13.4 |
| Healthcare | 12.17 |
| Chemicals | 8.03 |
| Fast Moving Consumer Goods | 5.96 |
| Automobile and Auto Components | 5.88 |
| Consumer Durables | 4.88 |
| Realty | 4.47 |
| Information Technology | 4.28 |
| Consumer Services | 2.91 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Small Cap Reg Gr | 22.49 |
| Quantum Small Cap Fund Reg Gr | 0.0 |
| TRUSTMF SMALL CAP FUND REG GR | 0.0 |
| PGIM India Small Cap Fund Reg Gr | 0.0 |
| Sundaram Small Cap Reg Gr | 22.95 |
| ICICI Pru Small Cap Gr | 22.9 |
| Bandhan Small Cap Reg Gr | 26.65 |
| Invesco India Small Cap Reg Gr | 26.83 |
| HDFC Small Cap Reg Gr | 25.35 |
| DSP Small Cap Reg Gr | 22.63 |