Axis Small Cap Fund is an open-ended equity scheme that predominantly invests in small-cap stocks. Due to its investments in equity and equity-related instruments of small-cap firms, the fund is well suited for long-term capital appreciation from a diversified portfolio. Axis Small Cap Mutual Fund has a 5-Star rating from Value Research and 4-Star rating from Morningstar. The fund was incepted on Nov 29, 2013 so the fund has completed 8 years of its existence giving a CAGR of 23.18% during this period. The fund is currently being managed by Mr. Anupam Tiwari with 14 years of experience who is managing the fund since 6th October 2016 and Mr. Hitesh Das with 11 years of experience since 18th December 2020 are managing.
Axis Small Cap Fund Performance
In the last 1 year, the fund has generated a CAGR of 8.28% hence the lump sum amount 10,000 would have been done now 10,828. In the last 3 years, the fund has generated a CAGR of 27.71%, hence the lump sum amount 10,000 will now be 20,845. In the last 5 years, the fund has generated a CAGR of 19.78%, hence the lump sum amount 10,000 would have been done now 24,680. The fund has given a CAGR of 23.18% since inception, hence the lump sum amount 10,000 will now be 63,180.
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Axis Small Cap Fund SIP Performance
In the last 1 year, the fund has given annualized SIP returns of 9.97%, hence the monthly SIP 10,000 will now be converted into your total invested amount in 1.20 lakhs 1.26 lakhs. In the last 3 years, the fund has given an annual SIP return of 30.85%, hence a monthly SIP 10,000 would have now converted into your total invested amount in 3.60 lakhs 5.59 lakhs. In the last 5 years, the fund has given an annual SIP return of 24.97%, hence the monthly SIP 10,000 Your total invested amount now in 6 lakhs 11 lakhs. Since inception, the fund has given an annual SIP return of 20.77%, hence the monthly SIP 10,000 now your total invested amount in 10.70 lakhs approx 28 lakh
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Key Takeaways of Axis Small Cap Fund
As on September 30, 2022, Axis Small Cap Fund had Assets Under Management (AUM) 10,761 Crore, and the Fund’s NAV as on November 11, 2022 was 63.51. The fund has an exit load of 1% and expense ratio of 0.52%. The fund’s top 5 investment sectors are chemicals, healthcare, financial, information technology and capital goods. The fund’s top 5 holdings include Fine Organic Industries Ltd., Galaxy Surfactants Ltd., Narayana Hrudayalaya Ltd., Brigade Enterprises Ltd. and Krishna Institute of Medical Sciences Ltd. The fund invests 82.07% of its assets in equities, of which 67.78% are small-cap companies, 2.57% are large-cap stocks, and 11.70% are mid-cap stocks. 17.93% of the fund is allocated for debt and cash securities.
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