Axis Small Cap Fund Regular Plan Idcw

Risk: Very High
₹ 48.79
NAV (Jul 26,2024)

The Axis Small Cap Fund - Regular Plan - IDCW offers investors an opportunity to invest in small-cap companies and potentially earn higher returns. With an expense ratio of 1.64%, this fund aims to generate long-term capital growth. The fund has an established date of 29th November 2013 and currently has assets under management amounting to INR 19,606.41 crore. The minimum investment required to get started is INR 100, and there is no lock-in period for this scheme. The fund has a price-to-earnings ratio of 41.85 and a price-to-book ratio of 7.65, indicating its potential for growth in the small-cap segment.

Axis Small Cap Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Axis Small Cap Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    45.11
  • P/B Ratio
    UM_URBAN_MONEY

    7.05
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.66
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.24

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

₹ 20504.36 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 Jul 27, 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 %)

₹ 10,000₹ 11,179.2 (11.79%)₹ 11,680.75 (16.81%)₹ 13,866.64 (38.67%)₹ 18,464.09 (84.64%)₹ 35,400.01 (254.00%)
₹ 30,000₹ 33,537.6 (11.79%)₹ 35,042.25 (16.81%)₹ 41,599.92 (38.67%)₹ 55,392.27 (84.64%)₹ 1,06,200.03 (254.00%)
₹ 50,000₹ 55,896 (11.79%)₹ 58,403.75 (16.81%)₹ 69,333.2 (38.67%)₹ 92,320.45 (84.64%)₹ 1,77,000.05 (254.00%)
₹ 80,000₹ 89,433.6 (11.79%)₹ 93,446 (16.81%)₹ 1,10,933.12 (38.67%)₹ 1,47,712.72 (84.64%)₹ 2,83,200.08 (254.00%)
₹ 1,00,000₹ 1,11,792 (11.79%)₹ 1,16,807.5 (16.81%)₹ 1,38,666.4 (38.67%)₹ 1,84,640.9 (84.64%)₹ 3,54,000.1 (254.00%)

Calculate Your Mutual Fund Returns

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

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Clearing Corporation of India Ltd7.84%
  • Brigade Enterprises Limited4.49%
  • Blue Star Limited3.89%
  • Cholamandalam Financial Holdings Limited2.82%
  • Narayana Hrudayalaya Limited2.75%
  • Birlasoft Limited2.56%
  • Ahluwalia Contracts India Limited2.25%
  • JB Chemicals & Pharmaceuticals Limited2.09%
  • CCL Products India Limited2.00%
  • Krishna Institute Of Medical Sciences Limited1.92%
  • Can Fin Homes Limited1.86%
  • Nifty Index June Future1.85%
  • Vesuvius India Limited1.85%
  • Kaynes Technology India Limited1.80%
  • Galaxy Surfactants Limited1.68%
  • JK Lakshmi Cement Limited1.66%
  • PB Fintech Limited1.64%
  • BSE Limited1.61%
  • CIE Automotive India Limited1.58%
  • Fine Organic Industries Limited1.54%
  • RHI Magnesita India Limited1.52%
  • Carborundum Universal Limited1.45%
  • Persistent Systems Limited1.34%
  • Chemplast Sanmar Limited1.33%
  • The Phoenix Mills Limited1.29%
  • Mrs Bectors Food Specialities Limited1.26%
  • Grindwell Norton Limited1.25%
  • City Union Bank Limited1.23%
  • Minda Corporation Limited1.20%
  • CreditAccess Grameen Limited1.18%
  • Kirloskar Oil Engines Limited1.14%
  • Rolex Rings Limited1.13%
  • Craftsman Automation Limited1.06%
  • Multi Commodity Exchange of India Limited1.03%
  • Data Patterns India Limited1.02%
  • HDFC Bank Limited1.00%
  • PNC Infratech Limited0.96%
  • Sudarshan Chemical Industries Limited0.94%
  • Computer Age Management Services Limited0.90%
  • Neogen Chemicals Limited0.88%
  • Bharat Dynamics Limited0.81%
  • R R Kabel Limited0.79%
  • Days Tbill MD0.77%
  • Apar Industries Limited0.75%
  • Orient Electric Limited0.75%
  • Karur Vysya Bank Limited0.70%
  • India Shelter Finance Corporation Limited0.68%
  • Affle India Limited0.67%
  • Hindalco Industries Limited0.67%
  • Alembic Pharmaceuticals Limited0.65%
  • Vijaya Diagnostic Centre Limited0.65%
  • Timken India Limited0.63%
  • Sona BLW Precision Forgings Limited0.63%
  • UNO Minda Limited0.62%
  • KPIT Technologies Limited0.61%
  • Tata Motors Limited0.60%
  • KNR Constructions Limited0.60%
  • Sansera Engineering Limited0.59%
  • Chalet Hotels Limited0.59%
  • Mahanagar Gas Limited0.58%
  • Central Depository Services India Limited0.56%
  • KFin Technologies Limited0.55%
  • Jyothy Labs Limited0.55%
  • Coforge Limited0.54%
  • Alicon Castalloy Limited0.53%
  • Mas Financial Services Limited0.51%
  • HeidelbergCement India Limited0.50%
  • Fortis Healthcare Limited0.50%
  • S J S Enterprises Limited0.49%
  • Anant Raj Limited0.49%
  • Mahindra Lifespace Developers Limited0.48%
  • IPCA Laboratories Limited0.48%
  • Rainbow Childrens Medicare Limited0.43%
  • Titagarh Rail Systems Limited0.42%
  • Tech Mahindra Limited0.41%
  • Suven Pharmaceuticals Limited0.38%
  • JK Cement Limited0.37%
  • Whirlpool of India Limited0.34%
  • VST Industries Limited0.34%
  • Cholamandalam Investment and Finance Company Ltd0.34%
  • Go Fashion India Limited0.32%
  • Jamna Auto Industries Limited0.31%
  • Deepak Fertilizers and Petrochemicals Corporation Limited0.30%
  • Infosys Limited0.27%
  • KEI Industries Limited0.27%
  • Sundaram Finance Limited0.26%
  • Granules India Limited0.26%
  • Suryoday Small Finance Bank Limited0.25%
  • SBFC Finance Limited0.25%
  • MTAR Technologies Limited0.25%
  • Union Bank of India0.25%
  • Firstsource Solutions Limited0.24%
  • Engineers India Limited0.24%
  • Aether Industries Limited0.23%
  • Jupiter Life Line Hospitals Limited0.21%
  • TeamLease Services Limited0.20%
  • Balrampur Chini Mills Limited0.19%
  • Navin Fluorine International Limited0.19%
  • JM Financial Limited0.19%
  • Global Health Limited0.19%
  • TCNS Clothing Co Limited0.18%
  • EPL Limited0.16%
  • ICICI Securities Limited0.15%
  • Container Corporation of India Limited0.15%
  • Happy Forgings Limited0.15%
  • Mankind Pharma Limited0.13%
  • Vedant Fashions Limited0.13%
  • Laurus Labs Limited0.12%
  • Go Digit General Insurance Limited0.11%
  • TBO Tek Limited0.07%
  • Inox India Limited0.04%
  • Westlife Foodworld Limited0.02%
  • V Guard Industries Limited0.01%
  • Net Receivables Payables-1.64%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

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

EQUITY

Very High

35.75%

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

EQUITY

Very High

35.02%

Motilal Oswal Small Cap Fund - Regular Plan - GrowthMotilal Oswal Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.64%

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

EQUITY

Very High

21.83%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

21.81%

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

EQUITY

Very High

21.04%

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

EQUITY

Very High

20.67%

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

EQUITY

Very High

19.60%

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

EQUITY

Very High

17.96%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

15.61%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

70.69%

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

58.34%

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

EQUITY

Very High

49.71%

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

EQUITY

Very High

49.36%

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

EQUITY

Very High

46.76%

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

EQUITY

Very High

43.18%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

41.22%

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)

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%

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%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

29.35%

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

EQUITY

Very High

27.69%

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

EQUITY

Very High

26.03%

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

EQUITY

Very High

25.03%

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

EQUITY

Very High

24.82%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

22.98%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

44.35%

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

EQUITY

Very High

32.74%

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

EQUITY

Very High

31.57%

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

EQUITY

Very High

31.56%

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

EQUITY

Very High

29.06%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

27.99%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

27.32%

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

EQUITY

Very High

26.95%

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

EQUITY

Very High

26.05%

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

EQUITY

Very High

18.27%

Show all Funds

Fund Managers

TS

Mr. Tejas ShethCo-Fund Manager

MH

Mr. Mayank HyankiFund Manager

KN

Mr. Krishnaa N

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FAQ's

What is the risk level associated with the Axis Small Cap Fund - Regular Plan - IDCW?

The Axis Small Cap Fund - Regular Plan - IDCW is a very high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Axis Small Cap Fund - Regular Plan - IDCW as of Jul 26,2024?

The current NAV of the Axis Small Cap Fund - Regular Plan - IDCW as of Jul 26,2024 is INR 48.79.

What are the returns generated by the Axis Small Cap Fund - Regular Plan - IDCW over the past 1, 3, and 5 years?

The Axis Small Cap Fund - Regular Plan - IDCW has delivered impressive returns of 37.41% over the past year, 23.39% over the past three years, and 25.95% over the past five years.

What is the expense ratio associated with the Axis Small Cap Fund - Regular Plan - IDCW?

The Axis Small Cap Fund - Regular Plan - IDCW has a 1.63% expense ratio.

What is the minimum investment amount required for the Axis Small Cap Fund - Regular Plan - IDCW?

The Axis Small Cap Fund - Regular Plan - IDCW requires a minimum investment of INR 100.

Is there a systematic investment plan (SIP) available for the Axis Small Cap Fund - Regular Plan - IDCW?

Yes, the Axis Small Cap Fund - Regular Plan - IDCW offers Systematic Investment Plan (SIP) starting from as low as INR 100 per month.

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