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

Axis Small Cap IDCW Reinvest Direct Plan

NAV
₹52.8700
-0.02%
(18 Dec)
AUM
26,769 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
-4.7%
-4.8%
-6.3%
-6.3%
-6.3%
-8.2%
3Y
+17.8%
+29.8%
+26.1%
+26.1%
+26.1%
+18.5%
5Y
+23.1%
+26.0%
NA
NA
NA
+23.5%
ALL
+22.6%
+30.6%
+25.7%
+25.7%
+25.7%
+15.2%
VOL
16.7%
18.1%
16.7%
16.7%
16.7%
-
TER
0.6%
0.4%
0.4%
0.4%
0.4%
-
AUM
₹26,769 Cr
₹18,174 Cr
₹4,235 Cr
₹4,235 Cr
₹4,235 Cr
-
INFO
1.35
1.69
1.54
1.54
1.54
-
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
31%
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