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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹53.6500
+0.04%
(15 Dec)
AUM
26,769 Cr
TER
0.56%
Risk
Very High Risk
Rating
Insights
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
-3.8%
-4.2%
-4.3%
-6.7%
-6.7%
-7.1%
3Y
+18.1%
+29.9%
+24.4%
+25.5%
+25.5%
+18.7%
5Y
+23.6%
+27.0%
+28.2%
+22.4%
+22.4%
+24.0%
ALL
+22.8%
+30.9%
+23.8%
+21.4%
+21.4%
+15.4%
VOL
16.7%
18.1%
19.0%
20.3%
20.3%
-
TER
0.6%
0.4%
0.4%
0.2%
0.2%
-
AUM
₹26,769 Cr
₹18,174 Cr
₹8,999 Cr
₹2,819 Cr
₹2,819 Cr
-
INFO
1.36
1.70
1.25
1.05
1.05
-
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 Reinvest (DR)
₹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 Oct
Top holdings
Clearing Corporation Of India Ltd
8.7%
Krishna Institute of Medical Sciences Ltd
2.8%
Nifty November 2025 Future
2.4%
Brigade Enterprises Ltd
2.4%
Multi Commodity Exchange of India Ltd
2.3%
Net Receivables / (Payables)
2.2%
CCL Products (India) Ltd
2.2%
Kaynes Technology India Ltd
2.0%
Cholamandalam Financial Holdings Ltd
2.0%
Blue Star Ltd
1.9%
Top industry exposure
Financial Services
18.4%
Industrials
15.8%
Healthcare
13.0%
Basic Materials
11.5%
Consumer Cyclical
11.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
31%
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