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

Axis Small Cap IDCW Payout Direct Plan

NAV
₹47.3300
-2.67%
(4 Apr)
AUM
20,954 Cr
TER
0.59%
Risk
Very High Risk
Rating
4.8%
Loading chart
1M
6M
1Y
3Y
5Y
Insights
Net Asset Value (NAV) is below 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
+12.4%
+7.7%
+5.3%
+5.3%
+4.8%
+1.4%
3Y
+24.0%
+20.0%
+23.4%
+23.4%
+15.2%
+15.8%
5Y
+36.5%
+36.4%
+34.1%
+34.1%
+33.4%
+36.0%
ALL
+31.8%
+23.5%
+21.7%
+21.7%
+22.9%
+16.2%
VOL
18.6%
19.4%
20.9%
20.9%
16.9%
-
TER
0.5%
0.4%
0.6%
0.6%
0.6%
-
AUM
₹8,475 Cr
₹5,312 Cr
₹2,011 Cr
₹2,011 Cr
₹20,954 Cr
-
INFO
1.71
1.21
1.04
1.04
1.36
-
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)
₹10,42,144
22.9%
Fixed deposit
₹2,04,320
6.5%
Bank savings
₹1,47,745
3.5%
See fund holdings as of 28th Feb
Top holdings
Clearing Corporation Of India Ltd
12.0%
Blue Star Ltd
3.9%
Cholamandalam Financial Holdings Ltd
3.0%
Brigade Enterprises Ltd
2.8%
Krishna Institute of Medical Sciences Ltd
2.7%
Kaynes Technology India Ltd
2.0%
CCL Products (India) Ltd
1.9%
J.B. Chemicals & Pharmaceuticals Ltd
1.9%
Narayana Hrudayalaya Ltd
1.7%
HDFC Bank Ltd
1.7%
Top industry exposure
Industrials
18.4%
Financial Services
17.2%
Healthcare
11.4%
Basic Materials
10.6%
Consumer Cyclical
10.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
39%
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