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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹49.7700
-1.72%
(25 Apr)
AUM
22,736 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
+13.9%
+10.8%
+8.3%
+6.9%
+6.9%
+2.8%
3Y
+27.3%
+23.3%
+18.4%
+26.1%
+26.1%
+18.3%
5Y
+36.4%
+35.5%
+31.9%
+32.0%
+32.0%
+34.6%
ALL
+32.6%
+24.2%
+23.4%
+22.6%
+22.6%
+16.4%
VOL
18.8%
19.5%
17.0%
21.0%
21.0%
-
TER
0.5%
0.4%
0.6%
0.6%
0.6%
-
AUM
₹9,516 Cr
₹5,885 Cr
₹22,736 Cr
₹2,219 Cr
₹2,219 Cr
-
INFO
1.74
1.24
1.38
1.08
1.08
-
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 Mar
Top holdings
Clearing Corporation Of India Ltd
12.5%
Blue Star Ltd
3.6%
Krishna Institute of Medical Sciences Ltd
3.0%
Cholamandalam Financial Holdings Ltd
2.9%
Brigade Enterprises Ltd
2.6%
Kaynes Technology India Ltd
2.2%
Nifty April 2025 Future
2.1%
Net Receivables / (Payables)
2.0%
Narayana Hrudayalaya Ltd
1.9%
J.B. Chemicals & Pharmaceuticals Ltd
1.7%
Top industry exposure
Industrials
18.9%
Financial Services
17.1%
Healthcare
12.0%
Basic Materials
10.6%
Consumer Cyclical
10.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
36%
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