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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹48.2600
-0.14%
(19 Apr)
AUM
19,030 Cr
TER
0.52%
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
+71.9%
+49.5%
+48.8%
+48.8%
+48.8%
+40.4%
3Y
+41.4%
+29.1%
+33.7%
+33.7%
+33.7%
+27.7%
5Y
+38.3%
+25.6%
+24.8%
+24.8%
+24.8%
+27.1%
ALL
+19.1%
+16.2%
+22.7%
+22.7%
+22.7%
+24.6%
VOL
14.9%
-
17.7%
17.7%
17.7%
16.8%
TER
0.7%
-
0.7%
0.7%
0.7%
0.5%
AUM
₹17,349 Cr
-
₹13,401 Cr
₹13,401 Cr
₹13,401 Cr
₹19,030 Cr
INFO
1.28
-
1.28
1.28
1.28
1.47
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
8.0%
Birlasoft Ltd
3.9%
Narayana Hrudayalaya Ltd
3.8%
Brigade Enterprises Ltd
3.6%
Blue Star Ltd
3.4%
Cholamandalam Financial Holdings Ltd
3.1%
Krishna Institute of Medical Sciences Ltd
2.6%
CCL Products (India) Ltd
2.2%
J.B. Chemicals & Pharmaceuticals Ltd
2.2%
Ahluwalia Contracts (India) Ltd
2.1%
Top industry exposure
Industrials
20.2%
Financial Services
15.3%
Healthcare
12.2%
Basic Materials
10.4%
Consumer Cyclical
10.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
19%
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)
Shreyash Devalkar
Mayank Hyanki
Krishnaa N

FAQs