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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹52.5500
-1.20%
(9 Jan)
AUM
26,547 Cr
TER
0.56%
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
+1.4%
-0.8%
-1.9%
-2.4%
-2.4%
-4.1%
3Y
+30.4%
+25.8%
+18.2%
+26.1%
+26.1%
+18.9%
5Y
+24.6%
NA
+21.4%
+20.3%
+20.3%
+21.8%
ALL
+30.3%
+24.9%
+22.4%
+20.8%
+20.8%
+14.9%
VOL
18.1%
16.7%
16.7%
20.2%
20.2%
-
TER
0.4%
0.4%
0.6%
0.2%
0.2%
-
AUM
₹18,174 Cr
₹4,224 Cr
₹26,547 Cr
₹2,819 Cr
₹2,819 Cr
-
INFO
1.68
1.50
1.34
1.03
1.03
-
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 Nov
Top holdings
Clearing Corporation Of India Ltd
7.5%
Krishna Institute of Medical Sciences Ltd
2.7%
CCL Products (India) Ltd
2.6%
Multi Commodity Exchange of India Ltd
2.5%
Nifty December 2025 Future
2.5%
Net Receivables / (Payables)
2.4%
Brigade Enterprises Ltd
2.1%
City Union Bank Ltd
2.0%
J.B. Chemicals & Pharmaceuticals Ltd
2.0%
Cholamandalam Financial Holdings Ltd
1.9%
Top industry exposure
Financial Services
19.2%
Industrials
15.6%
Healthcare
13.3%
Consumer Cyclical
11.7%
Basic Materials
10.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
33%
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