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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹47.8700
+2.97%
(3 Feb)
AUM
26,547 Cr
TER
0.57%
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
+3.5%
+2.2%
+2.2%
+1.9%
+0.5%
-0.0%
3Y
+29.7%
+25.5%
+25.5%
+23.8%
+16.6%
+18.1%
5Y
+23.6%
+19.4%
+19.4%
NA
+20.6%
+21.0%
ALL
+28.9%
+19.9%
+19.9%
+22.4%
+21.9%
+14.5%
VOL
18.1%
20.2%
20.2%
16.7%
16.9%
-
TER
0.5%
0.4%
0.4%
0.4%
0.6%
-
AUM
₹18,990 Cr
₹2,793 Cr
₹2,793 Cr
₹4,224 Cr
₹26,547 Cr
-
INFO
1.60
0.98
0.98
1.34
1.29
-
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 Dec
Top holdings
Clearing Corporation Of India Ltd
7.6%
Multi Commodity Exchange of India Ltd
2.8%
CCL Products (India) Ltd
2.5%
Krishna Institute of Medical Sciences Ltd
2.3%
City Union Bank Ltd
2.2%
Brigade Enterprises Ltd
2.1%
J.B. Chemicals & Pharmaceuticals Ltd
2.0%
Cholamandalam Financial Holdings Ltd
1.9%
Blue Star Ltd
1.7%
PB Fintech Ltd
1.6%
Top industry exposure
Financial Services
19.2%
Industrials
16.2%
Healthcare
13.4%
Consumer Cyclical
11.5%
Basic Materials
10.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
34%
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