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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹50.4500
+0.62%
(4 Feb)
AUM
24,758 Cr
TER
0.55%
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
+20.0%
+18.3%
+13.1%
+13.1%
+10.9%
+10.7%
3Y
+25.1%
+22.2%
+22.5%
+22.5%
+17.2%
+18.6%
5Y
NA
+29.0%
NA
NA
+24.9%
+27.2%
ALL
+34.5%
+25.7%
+23.5%
+23.5%
+24.0%
+15.6%
VOL
18.0%
18.8%
20.7%
20.7%
16.9%
-
TER
0.4%
0.4%
0.5%
0.5%
0.6%
-
AUM
₹9,692 Cr
₹6,298 Cr
₹2,474 Cr
₹2,474 Cr
₹24,758 Cr
-
INFO
1.92
1.37
1.14
1.14
1.42
-
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
10.5%
Blue Star Ltd
3.9%
Kaynes Technology India Ltd
3.1%
Brigade Enterprises Ltd
3.1%
Krishna Institute of Medical Sciences Ltd
2.6%
Cholamandalam Financial Holdings Ltd
2.1%
CCL Products (India) Ltd
2.1%
PB Fintech Ltd
2.0%
J.B. Chemicals & Pharmaceuticals Ltd
1.8%
Ahluwalia Contracts (India) Ltd
1.5%
Top industry exposure
Industrials
21.6%
Financial Services
16.0%
Consumer Cyclical
10.9%
Healthcare
9.9%
Basic Materials
9.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
45%
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