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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹53.4300
-1.69%
(26 Sep)
AUM
25,569 Cr
TER
0.57%
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
-2.1%
-2.2%
-2.2%
-2.6%
-3.0%
-7.2%
3Y
+26.0%
+28.4%
+28.4%
+30.7%
+19.6%
+20.7%
5Y
+32.3%
+27.8%
+27.8%
+32.1%
+28.2%
+28.6%
ALL
+24.6%
+22.9%
+22.9%
+32.7%
+23.4%
+15.5%
VOL
19.2%
20.6%
20.6%
18.3%
16.8%
-
TER
0.4%
0.2%
0.2%
0.4%
0.6%
-
AUM
₹7,718 Cr
₹2,622 Cr
₹2,622 Cr
₹14,562 Cr
₹25,569 Cr
-
INFO
1.28
1.12
1.12
1.78
1.39
-
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 Aug
Top holdings
Clearing Corporation Of India Ltd
9.7%
Krishna Institute of Medical Sciences Ltd
3.0%
CCL Products (India) Ltd
2.4%
Brigade Enterprises Ltd
2.2%
J.B. Chemicals & Pharmaceuticals Ltd
2.0%
Kaynes Technology India Ltd
1.9%
Cholamandalam Financial Holdings Ltd
1.9%
Blue Star Ltd
1.9%
Multi Commodity Exchange of India Ltd
1.9%
Nifty September 2025 Future
1.9%
Top industry exposure
Industrials
18.0%
Financial Services
17.1%
Healthcare
14.0%
Basic Materials
11.5%
Consumer Cyclical
10.3%
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