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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹55.6500
-0.71%
(18 Jul)
AUM
26,379 Cr
TER
0.56%
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
+13.1%
+7.4%
+4.8%
+4.8%
+3.7%
-2.4%
3Y
+35.4%
+24.5%
+33.5%
+33.5%
+25.7%
+31.3%
5Y
+36.5%
+32.1%
+30.6%
+30.6%
+33.8%
+44.5%
ALL
+34.4%
+24.0%
+24.3%
+24.3%
+16.4%
+17.9%
VOL
18.6%
16.9%
20.8%
20.8%
-
15.4%
TER
0.4%
0.6%
0.5%
0.5%
-
0.7%
AUM
₹12,982 Cr
₹26,379 Cr
₹2,641 Cr
₹2,641 Cr
-
₹29,629 Cr
INFO
1.85
1.42
1.17
1.17
-
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 Jun
Top holdings
Clearing Corporation Of India Ltd
9.8%
Cholamandalam Financial Holdings Ltd
2.9%
Nifty July 2025 Future
2.8%
Krishna Institute of Medical Sciences Ltd
2.7%
Brigade Enterprises Ltd
2.6%
Multi Commodity Exchange of India Ltd
2.2%
CCL Products (India) Ltd
2.2%
Narayana Hrudayalaya Ltd
2.1%
Blue Star Ltd
1.9%
Net Receivables / (Payables)
1.9%
Top industry exposure
Financial Services
19.0%
Industrials
17.9%
Healthcare
11.9%
Basic Materials
11.3%
Consumer Cyclical
9.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
32%
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