Axis Small Cap Fund Regular Plan Growth

86.13
NAV (Mar 28,2024)

Axis Small Cap Fund - Regular Plan - Growth is a mutual fund that focuses on investing in small-cap companies in India. With an expense ratio of 1.64%, it offers growth opportunities for investors. As of now, the fund has an AUM (Assets Under Management) of INR 19,606.41 crore. The minimum investment required to start investing in this fund is INR 100. It was established on November 29, 2013. The PE ratio of the fund is 41.85, indicating potential growth, and the PB ratio is 7.65.

Axis Small Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Axis Small Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    41.85
  • P/B Ratio
    UM_URBAN_MONEY

    7.65
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.64
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.27

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.64%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

19606.41 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Mar 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,091.71 (0.92%)11,067.7 (10.68%)14,274.07 (42.74%)20,053.74 (100.54%)31,176.9 (211.77%)
30,275.13 (0.92%)33,203.1 (10.68%)42,822.21 (42.74%)60,161.22 (100.54%)93,530.7 (211.77%)
50,458.55 (0.92%)55,338.5 (10.68%)71,370.35 (42.74%)1,00,268.7 (100.54%)1,55,884.5 (211.77%)
80,733.68 (0.92%)88,541.6 (10.68%)1,14,192.56 (42.74%)1,60,429.92 (100.54%)2,49,415.2 (211.77%)
1,00,917.1 (0.92%)1,10,677 (10.68%)1,42,740.7 (42.74%)2,00,537.4 (100.54%)3,11,769 (211.77%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Clearing Corporation of India Ltd9.09%
  • Birlasoft Limited3.99%
  • Narayana Hrudayalaya Limited3.87%
  • Brigade Enterprises Limited3.76%
  • Blue Star Limited3.30%
  • Cholamandalam Financial Holdings Limited2.86%
  • Krishna Institute Of Medical Sciences Limited2.80%
  • Ahluwalia Contracts India Limited2.38%
  • CCL Products India Limited2.30%
  • Can Fin Homes Limited2.07%
  • JK Lakshmi Cement Limited2.04%
  • Persistent Systems Limited2.02%
  • JB Chemicals & Pharmaceuticals Limited2.01%
  • Nifty Index March Future1.89%
  • Galaxy Surfactants Limited1.82%
  • Kaynes Technology India Limited1.65%
  • Tata Motors Limited1.61%
  • CIE Automotive India Limited1.61%
  • The Phoenix Mills Limited1.58%
  • Fine Organic Industries Limited1.58%
  • PB Fintech Limited1.54%
  • BSE Limited1.45%
  • Chemplast Sanmar Limited1.39%
  • CreditAccess Grameen Limited1.37%
  • RHI Magnesita India Limited1.28%
  • Minda Corporation Limited1.24%
  • City Union Bank Limited1.21%
  • Grindwell Norton Limited1.21%
  • KPIT Technologies Limited1.19%
  • Coforge Limited1.18%
  • Vesuvius India Limited1.14%
  • Mrs Bectors Food Specialities Limited1.11%
  • Craftsman Automation Limited1.10%
  • Rolex Rings Limited1.03%
  • Carborundum Universal Limited0.99%
  • Data Patterns India Limited0.99%
  • JK Cement Limited0.99%
  • Days Tbill MD0.94%
  • Sundaram Finance Limited0.92%
  • PNC Infratech Limited0.83%
  • Neogen Chemicals Limited0.82%
  • India Shelter Finance Corporation Limited0.74%
  • Sudarshan Chemical Industries Limited0.73%
  • Orient Electric Limited0.72%
  • Sona BLW Precision Forgings Limited0.70%
  • Computer Age Management Services Limited0.67%
  • Jyothy Labs Limited0.66%
  • R R Kabel Limited0.65%
  • Multi Commodity Exchange of India Limited0.64%
  • Mas Financial Services Limited0.63%
  • Apar Industries Limited0.62%
  • Global Health Limited0.62%
  • Sansera Engineering Limited0.60%
  • KFin Technologies Limited0.55%
  • MTAR Technologies Limited0.54%
  • Vijaya Diagnostic Centre Limited0.54%
  • Rainbow Childrens Medicare Limited0.53%
  • HeidelbergCement India Limited0.53%
  • KNR Constructions Limited0.53%
  • IPCA Laboratories Limited0.52%
  • UNO Minda Limited0.51%
  • Mahindra Lifespace Developers Limited0.51%
  • Bharat Dynamics Limited0.49%
  • Alicon Castalloy Limited0.48%
  • Mahanagar Gas Limited0.45%
  • S J S Enterprises Limited0.45%
  • Fortis Healthcare Limited0.45%
  • Tata Elxsi Limited0.42%
  • Deepak Fertilizers and Petrochemicals Corporation Limited0.39%
  • Kirloskar Oil Engines Limited0.39%
  • Go Fashion India Limited0.39%
  • Alembic Pharmaceuticals Limited0.38%
  • JM Financial Limited0.36%
  • Jamna Auto Industries Limited0.36%
  • VST Industries Limited0.32%
  • Cholamandalam Investment and Finance Company Ltd0.31%
  • Suven Pharmaceuticals Limited0.29%
  • Suryoday Small Finance Bank Limited0.27%
  • Jupiter Life Line Hospitals Limited0.26%
  • Aether Industries Limited0.26%
  • Whirlpool of India Limited0.25%
  • Timken India Limited0.24%
  • TeamLease Services Limited0.22%
  • KEI Industries Limited0.22%
  • Vedant Fashions Limited0.22%
  • SRF Limited0.21%
  • Karur Vysya Bank Limited0.20%
  • Balrampur Chini Mills Limited0.20%
  • ICICI Securities Limited0.19%
  • Navin Fluorine International Limited0.19%
  • EPL Limited0.17%
  • TCNS Clothing Co Limited0.15%
  • MphasiS Limited0.15%
  • Firstsource Solutions Limited0.14%
  • Container Corporation of India Limited0.14%
  • Mankind Pharma Limited0.14%
  • Happy Forgings Limited0.13%
  • Laurus Labs Limited0.12%
  • Honasa Consumer Limited0.12%
  • Mahindra & Mahindra Financial Services Limited0.11%
  • Inox India Limited0.04%
  • SBFC Finance Limited0.01%
  • V Guard Industries Limited0.01%
  • Net Receivables Payables-1.18%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.02%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

26.11%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.27%

Bandhan Small Cap Fund - Regular Plan - GrowthBandhan Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.80%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.11%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.04%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.96%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

13.74%

PGIM India Small Cap Fund - Regular Plan - GrowthPGIM India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.19%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mahindra Manulife Small Cap Fund - Regular Plan - GrowthMahindra Manulife Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

69.20%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

66.28%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

65.01%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

53.22%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

49.71%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.38%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.04%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

46.76%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.18%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

40.76%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

39.77%

HSBC Small Cap Fund - Regular Plan - GrowthHSBC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

39.34%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.73%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

34.40%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.76%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.39%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

33.02%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.15%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

27.37%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

35.05%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.57%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

30.40%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.95%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

26.89%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.71%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.05%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.15%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

22.02%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

21.41%

Fund Managers

SD

Mr. Shreyash DevalkarFund Manager - Equities

Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.

MH

Mr. Mayank HyankiFund Manager

KN

Mr. Krishnaa N

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Axis Small Cap Fund - Regular Plan - Growth

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