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

Axis Small Cap IDCW Payout Direct Plan

NAV
₹48.1900
-1.47%
(28 Jan)
AUM
24,758 Cr
TER
0.55%
Risk
Very High Risk
Rating
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
+20.3%
+19.7%
+19.7%
+12.6%
+10.2%
+1.0%
3Y
+24.2%
+22.4%
+22.4%
+21.5%
+18.1%
+13.8%
5Y
NA
+28.0%
+28.0%
NA
+26.4%
+21.6%
ALL
+33.6%
+25.2%
+25.2%
+22.4%
+15.4%
+22.7%
VOL
18.0%
18.7%
18.7%
20.6%
-
16.9%
TER
0.4%
0.4%
0.4%
0.5%
-
0.6%
AUM
₹9,692 Cr
₹6,298 Cr
₹6,298 Cr
₹2,474 Cr
-
₹24,758 Cr
INFO
1.87
1.35
1.35
1.09
-
1.34
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 Dec
Top holdings
Clearing Corporation Of India Ltd
10.5%
Blue Star Ltd
3.9%
Kaynes Technology India Ltd
3.1%
Brigade Enterprises Ltd
3.1%
Krishna Institute of Medical Sciences Ltd
2.6%
Cholamandalam Financial Holdings Ltd
2.1%
CCL Products (India) Ltd
2.1%
PB Fintech Ltd
2.0%
J.B. Chemicals & Pharmaceuticals Ltd
1.8%
Ahluwalia Contracts (India) Ltd
1.5%
Top industry exposure
Industrials
21.6%
Financial Services
16.0%
Consumer Cyclical
10.9%
Healthcare
9.9%
Basic Materials
9.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
45%
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