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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹55.5400
-0.34%
(4 Nov)
AUM
25,975 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
+6.0%
+4.3%
+4.1%
+3.9%
+3.9%
+0.3%
3Y
+26.4%
+32.2%
+20.4%
+28.4%
+28.4%
+20.7%
5Y
+32.7%
+31.2%
+27.6%
+27.8%
+27.8%
+28.8%
ALL
+24.6%
+32.4%
+23.4%
+22.8%
+22.8%
+16.1%
VOL
19.1%
18.2%
16.8%
20.4%
20.4%
-
TER
0.4%
0.4%
0.6%
0.2%
0.2%
-
AUM
₹8,055 Cr
₹15,738 Cr
₹25,975 Cr
₹2,622 Cr
₹2,622 Cr
-
INFO
1.29
1.78
1.39
1.12
1.12
-
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 Sep
Top holdings
Clearing Corporation Of India Ltd
10.2%
Krishna Institute of Medical Sciences Ltd
2.9%
CCL Products (India) Ltd
2.3%
Kaynes Technology India Ltd
2.2%
Brigade Enterprises Ltd
2.1%
Cholamandalam Financial Holdings Ltd
2.1%
Multi Commodity Exchange of India Ltd
2.0%
J.B. Chemicals & Pharmaceuticals Ltd
2.0%
Blue Star Ltd
1.9%
Net Receivables / (Payables)
1.9%
Top industry exposure
Financial Services
17.0%
Industrials
16.2%
Healthcare
13.5%
Basic Materials
11.4%
Consumer Cyclical
11.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
30%
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