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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹53.9700
+0.56%
(6 Jun)
AUM
23,318 Cr
TER
0.56%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
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
+23.9%
+20.5%
+14.0%
+13.9%
+13.9%
+10.5%
3Y
+34.5%
+29.4%
+23.6%
+32.8%
+32.8%
+24.7%
5Y
+36.8%
+35.3%
+32.6%
+32.3%
+32.3%
+34.7%
ALL
+34.4%
+25.5%
+24.0%
+24.4%
+24.4%
+16.6%
VOL
18.7%
19.5%
17.0%
21.0%
21.0%
-
TER
0.4%
0.4%
0.6%
0.6%
0.6%
-
AUM
₹10,244 Cr
₹6,200 Cr
₹23,318 Cr
₹2,294 Cr
₹2,294 Cr
-
INFO
1.84
1.31
1.41
1.16
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 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 30th Apr
Top holdings
Clearing Corporation Of India Ltd
11.9%
Krishna Institute of Medical Sciences Ltd
3.0%
Cholamandalam Financial Holdings Ltd
3.0%
Blue Star Ltd
2.8%
Brigade Enterprises Ltd
2.7%
Kaynes Technology India Ltd
2.3%
Narayana Hrudayalaya Ltd
1.9%
CCL Products (India) Ltd
1.8%
Multi Commodity Exchange of India Ltd
1.7%
HDFC Bank Ltd
1.7%
Top industry exposure
Industrials
18.5%
Financial Services
18.3%
Healthcare
11.6%
Basic Materials
10.4%
Consumer Cyclical
10.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
35%
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