Axis Small Cap Fund Regular Plan Growth

88.01
NAV (Apr 19,2024)

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

    40.13
  • P/B Ratio
    UM_URBAN_MONEY

    7.22
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.64
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.28

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.63%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

19029.59 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 Apr 22, 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 %)

10,127.73 (1.28%)11,167.36 (11.67%)13,956.55 (39.57%)20,121.17 (101.21%)31,703.89 (217.04%)
30,383.19 (1.28%)33,502.08 (11.67%)41,869.65 (39.57%)60,363.51 (101.21%)95,111.67 (217.04%)
50,638.65 (1.28%)55,836.8 (11.67%)69,782.75 (39.57%)1,00,605.85 (101.21%)1,58,519.45 (217.04%)
81,021.84 (1.28%)89,338.88 (11.67%)1,11,652.4 (39.57%)1,60,969.36 (101.21%)2,53,631.12 (217.04%)
1,01,277.3 (1.28%)1,11,673.6 (11.67%)1,39,565.5 (39.57%)2,01,211.7 (101.21%)3,17,038.9 (217.04%)

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 Ltd7.99%
  • Birlasoft Limited3.85%
  • Narayana Hrudayalaya Limited3.75%
  • Brigade Enterprises Limited3.62%
  • Blue Star Limited3.41%
  • Cholamandalam Financial Holdings Limited3.12%
  • Krishna Institute Of Medical Sciences Limited2.63%
  • CCL Products India Limited2.20%
  • JB Chemicals & Pharmaceuticals Limited2.19%
  • Ahluwalia Contracts India Limited2.11%
  • Can Fin Homes Limited2.07%
  • JK Lakshmi Cement Limited2.00%
  • Nifty Index April Future1.97%
  • Persistent Systems Limited1.84%
  • Tata Motors Limited1.74%
  • CIE Automotive India Limited1.73%
  • Galaxy Surfactants Limited1.68%
  • Kaynes Technology India Limited1.65%
  • BSE Limited1.59%
  • The Phoenix Mills Limited1.57%
  • PB Fintech Limited1.53%
  • Fine Organic Industries Limited1.51%
  • CreditAccess Grameen Limited1.39%
  • Chemplast Sanmar Limited1.37%
  • RHI Magnesita India Limited1.28%
  • Minda Corporation Limited1.27%
  • City Union Bank Limited1.25%
  • Carborundum Universal Limited1.24%
  • Vesuvius India Limited1.20%
  • Mrs Bectors Food Specialities Limited1.20%
  • Craftsman Automation Limited1.16%
  • Grindwell Norton Limited1.00%
  • Data Patterns India Limited0.99%
  • Days Tbill MD0.97%
  • KPIT Technologies Limited0.93%
  • Coforge Limited0.91%
  • Rolex Rings Limited0.90%
  • PNC Infratech Limited0.87%
  • Sudarshan Chemical Industries Limited0.78%
  • Neogen Chemicals Limited0.77%
  • India Shelter Finance Corporation Limited0.76%
  • Sona BLW Precision Forgings Limited0.74%
  • JK Cement Limited0.72%
  • Apar Industries Limited0.72%
  • R R Kabel Limited0.72%
  • Net Receivables Payables0.70%
  • Orient Electric Limited0.68%
  • Computer Age Management Services Limited0.65%
  • Jyothy Labs Limited0.65%
  • Sundaram Finance Limited0.64%
  • Sansera Engineering Limited0.62%
  • Kirloskar Oil Engines Limited0.61%
  • Karur Vysya Bank Limited0.60%
  • Multi Commodity Exchange of India Limited0.59%
  • IPCA Laboratories Limited0.55%
  • Vijaya Diagnostic Centre Limited0.55%
  • Mas Financial Services Limited0.55%
  • Mahanagar Gas Limited0.54%
  • UNO Minda Limited0.54%
  • Mahindra Lifespace Developers Limited0.53%
  • KFin Technologies Limited0.52%
  • Rainbow Childrens Medicare Limited0.52%
  • HeidelbergCement India Limited0.52%
  • KNR Constructions Limited0.50%
  • Alembic Pharmaceuticals Limited0.50%
  • Bharat Dynamics Limited0.49%
  • Fortis Healthcare Limited0.47%
  • S J S Enterprises Limited0.44%
  • Alicon Castalloy Limited0.44%
  • Go Fashion India Limited0.42%
  • Jamna Auto Industries Limited0.41%
  • Deepak Fertilizers and Petrochemicals Corporation Limited0.41%
  • MTAR Technologies Limited0.40%
  • Cholamandalam Investment and Finance Company Ltd0.34%
  • VST Industries Limited0.32%
  • Suven Pharmaceuticals Limited0.32%
  • Chalet Hotels Limited0.30%
  • Firstsource Solutions Limited0.28%
  • SBFC Finance Limited0.28%
  • Timken India Limited0.26%
  • Whirlpool of India Limited0.25%
  • KEI Industries Limited0.24%
  • Aether Industries Limited0.24%
  • Suryoday Small Finance Bank Limited0.24%
  • Jupiter Life Line Hospitals Limited0.23%
  • SRF Limited0.23%
  • Global Health Limited0.22%
  • TeamLease Services Limited0.21%
  • Navin Fluorine International Limited0.20%
  • Balrampur Chini Mills Limited0.20%
  • Tata Elxsi Limited0.19%
  • JM Financial Limited0.19%
  • ICICI Securities Limited0.17%
  • EPL Limited0.17%
  • Mankind Pharma Limited0.15%
  • MphasiS Limited0.14%
  • TCNS Clothing Co Limited0.14%
  • Container Corporation of India Limited0.13%
  • Happy Forgings Limited0.13%
  • Vedant Fashions Limited0.12%
  • Laurus Labs Limited0.12%
  • Inox India Limited0.05%
  • V Guard Industries Limited0.01%

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%

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

EQUITY

Very High

24.98%

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

EQUITY

Very High

23.45%

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

EQUITY

Very High

22.11%

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

EQUITY

Very High

21.64%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

21.40%

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

EQUITY

Very High

18.54%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

18.14%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

16.58%

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

EQUITY

Very High

12.91%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

55.30%

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

EQUITY

Very High

53.16%

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%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

47.06%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

44.70%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

43.11%

UTI Small Cap Fund - Regular Plan - GrowthUTI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.02%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

38.92%

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

EQUITY

Very High

34.31%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

39.35%

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%

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

EQUITY

Very High

31.15%

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

EQUITY

Very High

29.54%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

28.40%

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

EQUITY

Very High

26.65%

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

EQUITY

Very High

25.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

30.40%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

27.32%

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

EQUITY

Very High

26.71%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

25.22%

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

EQUITY

Very High

25.15%

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

EQUITY

Very High

25.09%

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.95%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

23.31%

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

EQUITY

Very High

22.98%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

18.27%

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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