Axis Small Cap IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Axis Small Cap IDCW Payout Direct Plan

NAV
₹54.8500
-0.76%
(11 Jul)
AUM
26,379 Cr
TER
0.55%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.7%
+5.7%
+3.0%
+3.0%
+1.6%
-4.0%
3Y
+34.8%
+24.3%
+33.5%
+33.5%
+25.4%
+31.3%
5Y
+36.2%
+31.5%
+30.4%
+30.4%
+33.5%
+45.5%
ALL
+34.1%
+23.9%
+24.0%
+24.0%
+16.5%
+17.9%
VOL
18.6%
16.9%
20.8%
20.8%
-
15.4%
TER
0.4%
0.6%
0.6%
0.6%
-
0.7%
AUM
₹12,982 Cr
₹26,379 Cr
₹2,504 Cr
₹2,504 Cr
-
₹29,629 Cr
INFO
1.83
1.42
1.15
1.15
-
1.16
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Small Cap IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Clearing Corporation Of India Ltd
11.6%
Krishna Institute of Medical Sciences Ltd
2.9%
Brigade Enterprises Ltd
2.7%
Cholamandalam Financial Holdings Ltd
2.7%
CCL Products (India) Ltd
2.4%
Kaynes Technology India Ltd
2.2%
Blue Star Ltd
2.2%
Nifty June 2025 Future
1.9%
Narayana Hrudayalaya Ltd
1.8%
Multi Commodity Exchange of India Ltd
1.7%
Top industry exposure
Industrials
18.9%
Financial Services
18.2%
Healthcare
11.4%
Basic Materials
10.5%
Consumer Cyclical
10.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
34%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 10% units and 1% for redemption between 10% to Maximum% units and within 365 days
Fund objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Fund manager(s)
Tejas Sheth
Mayank Hyanki
Krishnaa N

FAQs