Axis Small Cap Fund Direct Growth

Axis Small Cap Fund Direct Growth is a small cap equity mutual fund scheme from Axis Mutual Fund. It was launched on November 11, 2013. Axis Small Cap Fund Direct Growth has a good track record of performance. The fund has generated an annualized return of 27.84% since inception, compared to 21.47% for its benchmark.

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About Axis Small Cap Fund Direct Growth

The Axis Small Cap Fund Direct-Growth is a mutual fund scheme specializing in Small Cap investments offered by Axis Mutual Fund. It has been operational for nearly a decade, having been introduced on November 11, 2013. As of September 30, 2023, the fund manages assets worth ₹15,847 Crores, positioning it as a medium-sized fund within its category. Notably, it maintains a lower expense ratio of 0.55% in comparison to the majority of other Small Cap funds.

Over the past year, the Axis Small Cap Fund Direct-Growth has demonstrated impressive returns of 23.91%. Since its inception, it has maintained an average annual return rate of 24.76%.

Highlights of Axis Small Cap Fund Direct Growth

  • Axis Small Cap Fund Direct-Growth demonstrates consistent performance in line with its category, with average loss control in downturns.

  • The fund's major allocations are in Healthcare, Financials, Chemicals, Capital Goods, and Technology sectors.

  • It maintains lower exposure in Healthcare and Financials compared to its category peers.

  • The top five holdings of the fund are Narayana Hrudayalaya Ltd., KPIT Technologies Ltd., Tube Investments Of India Ltd., Krishna Institute of Medical Sciences Ltd., and Brigade Enterprises Ltd.

Key Information About Axis Small Cap Fund Direct Growth

Fund House Axis Mutual Fund
Date of Incorporation Nov 11, 2013
Total AUM ₹15,847 Crs
Fund Benchmark NIFTY Smallcap 250 TRI
NAV of the Fund ₹88.51
Minimum SIP Amount ₹100
Expense Ratio 0.55%
Returns since inception 24.78%
Risk Level Very High
Investment Objective The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Top Fund Managers Shreyash Devalkar
Vinayak Jayanath
Mayank Hyanki

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Performance of Axis Small Cap Fund Direct-Growth

As on 8th October 2023 1 Year 3 Years 5 Years 10 Years
Trailing Returns 23.9% 34.4% 27.5% 24.8%
Category Average  26.7% 35.4% 22.6% -

What are the Top 10 Holdings of Axis Small Cap Fund Direct Growth?

Top Holdings Asset
Narayana Hrudayalaya Ltd. 4.43%
Birlasoft Ltd. 3.53%
Cholamandalam Financial Holdings Ltd. 3.32%
Krishna Institute of Medical Sciences Ltd 3.06%
Brigade Enterprises Ltd. 2.97%
Galaxy Surfactants Ltd. 2.89%
CCL Products (India) Ltd. 2.77%
Fine Organic Industries Ltd. 2.62%
Can Fin Homes Ltd. 2.49%
Blue Star Ltd. 2.38%

What is the Equity Sector Allocation of Axis Small Cap Fund Direct Growth?

Sector Weightage (%)
Construction 16.50%
Healthcare 13.40%
Financial 13.20%
Chemicals 12.60%
Technology 9.70%
Others 8.10%
Automobile 7.90%
Capital Goods 6.50%
Metals & Mining 6.40%
Consumer Staples 5.70%

What is the Expense Ratio, Exit Load and Taxation of the Axis Small Cap Fund Direct Growth?

Category Percentage/Details
Expense Ratio 0.55%
Exit Load Exit load of 1% for investments (10% if redeemed within 1 year)
Stamp Duty 0.005% (from July 1st, 2020)

Taxation

If you withdraw your investment within the first year, you will be subject to a 15% tax on the returns. However, if you hold onto your investment for over a year, any returns exceeding Rs 1 lakh in a financial year will be subject to a Long-Term Capital Gains (LTCG) tax of 10%.

FAQ's

  • Is it possible to invest in both SIP and Lump Sum for Axis Small Cap Fund Direct Growth?

    You have the option to choose between SIP and Lump Sum investments for Axis Small Cap Fund Direct Growth, depending on your investment goals and risk tolerance.
  • What is the current Net Asset Value (NAV) of Axis Small Cap Fund Direct Growth?

    As of October 6, 2023, the Net Asset Value (NAV) of Axis Small Cap Fund Direct Growth stands at ₹88.51.
  • Is Axis Small Cap Fund Direct Growth good?

    Axis Small Cap Fund Direct Growth is a good fund with a good track record of performance. The fund has outperformed its benchmark, the NIFTY Smallcap 250 Total Return Index, in the long term.
  • Is there a lock in period of Axis Small Cap Fund direct growth?

    No, there is no lock in period for Axis Small Cap Fund Direct Growth. You can redeem your units at any time.

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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