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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹43.4500
-3.12%
(23 Mar)
AUM
26,008 Cr
TER
0.6%
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
+6.3%
+4.7%
+1.1%
+1.1%
-3.5%
-3.7%
3Y
+23.2%
+29.3%
+23.6%
+23.6%
+15.2%
+15.8%
5Y
+21.1%
+21.7%
+17.1%
+17.1%
+17.4%
+16.9%
ALL
+21.3%
+27.5%
+18.5%
+18.5%
+20.9%
+13.5%
VOL
19.0%
18.1%
20.3%
20.3%
17.0%
-
TER
0.4%
0.5%
0.4%
0.4%
0.6%
-
AUM
₹9,716 Cr
₹20,474 Cr
₹2,712 Cr
₹2,712 Cr
₹26,008 Cr
-
INFO
1.12
1.51
0.91
0.91
1.23
-
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 28th Feb
Top holdings
Clearing Corporation Of India Ltd
9.2%
Krishna Institute of Medical Sciences Ltd
2.9%
Multi Commodity Exchange of India Ltd
2.8%
CCL Products (India) Ltd
2.7%
J.B. Chemicals & Pharmaceuticals Ltd
2.4%
City Union Bank Ltd
2.1%
Nifty March 2026 Future
2.1%
Net Receivables / (Payables)
2.0%
Blue Star Ltd
1.9%
Cholamandalam Financial Holdings Ltd
1.7%
Top industry exposure
Financial Services
17.5%
Industrials
16.4%
Healthcare
13.3%
Consumer Cyclical
11.5%
Basic Materials
10.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
38%
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