AXIS Small Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Small Cap Fund - Regular Plan - Growth -8.19 -5.00 11.76 17.01 22.98 22.64
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 11.76 17.01 22.98 1.60 24,758.17
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 9.89 22.21 30.08 1.43 61,973.76
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 5.54 18.97 25.36 1.57 33,893.14
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 11.29 16.28 23.00 1.57 33,496.05
Quant Small Cap Fund -Growth Oct 16, 1996 1.84 20.33 39.36 1.60 26,670.21
Kotak-Small Cap Fund - Growth Feb 24, 2005 11.64 15.02 25.17 1.64 17,777.85

Fund Holdings as on 31-December-2024

  • Clearing Corporation of India Ltd

  • Blue Star Limited

  • Kaynes Technology India Limited

  • Brigade Enterprises Limited

  • Krishna Institute Of Medical Sciences Limited

  • Cholamandalam Financial Holdings Limited

  • CCL Products (India) Limited

  • PB Fintech Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Ahluwalia Contracts (India) Limited

  • Multi Commodity Exchange of India Limited

  • HDFC Bank Limited

  • JK Lakshmi Cement Limited

  • Galaxy Surfactants Limited

  • Mrs. Bectors Food Specialities Limited

  • Can Fin Homes Limited

  • Narayana Hrudayalaya Limited

  • Vesuvius India Limited

  • City Union Bank Limited

  • Chemplast Sanmar Limited

  • Central Depository Services (India) Limited

  • Fine Organic Industries Limited

  • Minda Corporation Limited

  • BSE Limited

  • The Phoenix Mills Limited

  • Craftsman Automation Limited

  • Neogen Chemicals Limited

  • Computer Age Management Services Limited

  • Coforge Limited

  • KFin Technologies Limited

  • NIFTY January 2025 Future

  • Persistent Systems Limited

  • Sudarshan Chemical Industries Limited

  • RHI Magnesita India Limited

  • Anant Raj Limited

  • Affle (India) Limited

  • Apar Industries Limited

  • Carborundum Universal Limited

  • Doms Industries Limited

  • CIE Automotive India Limited

  • Karur Vysya Bank Limited

  • Rolex Rings Limited

  • Kirloskar Oil Engines Limited

  • Data Patterns (India) Limited

  • Vijaya Diagnostic Centre Limited

  • Grindwell Norton Limited

  • TBO Tek Limited

  • India Shelter Finance Corporation Limited

  • 91 Days Tbill (MD 03/01/2025)

  • S.J.S. Enterprises Limited

  • 91 Days Tbill (MD 28/03/2025)

  • Orient Electric Limited

  • Birlasoft Limited

  • Alembic Pharmaceuticals Limited

  • Fortis Healthcare Limited

  • Arvind Fashions Limited

  • Chalet Hotels Limited

  • Tech Mahindra Limited

  • Suven Pharmaceuticals Limited

  • Devyani International Limited

  • CreditAccess Grameen Limited

  • R R Kabel Limited

  • KNR Constructions Limited

  • Welspun Corp Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Whirlpool of India Limited

  • Sansera Engineering Limited

  • PNC Infratech Limited

  • Rainbow Childrens Medicare Limited

  • Sona BLW Precision Forgings Limited

  • Mahanagar Gas Limited

  • Bharat Dynamics Limited

  • Niva Bupa Health Insurance Company Limited

  • Premier Energies Limited-Locked IN

  • Crompton Greaves Consumer Electricals Limited

  • Union Bank of India

  • Jyothy Labs Limited

  • HeidelbergCement India Limited

  • GE Vernova T&D India Limited

  • Gokaldas Exports Limited

  • KPIT Technologies Limited

  • UNO Minda Limited

  • Timken India Limited

  • Havells India Limited

  • Tata Consumer Products Limited

  • Mas Financial Services Limited

  • Alicon Castalloy Limited

  • Tata Consultancy Services Limited

  • Amber Enterprises India Limited

  • PG Electroplast Limited

  • Gujarat Fluorochemicals Limited

  • L&T Technology Services Limited

  • Hindalco Industries Limited

  • Firstsource Solutions Limited

  • KEI Industries Limited

  • PDS Limited

  • Inventurus Knowledge Solutions Limited

  • Balrampur Chini Mills Limited

  • Mahindra Lifespace Developers Limited

  • TeamLease Services Limited

  • L&T Finance Limited

  • Rategain Travel Technologies Limited

  • Sai Life Sciences Limited

  • VST Industries Limited

  • JM Financial Limited

  • Onesource Specialty Pharma Limited **

  • Jupiter Life Line Hospitals Limited

  • SBFC Finance Limited

  • Titagarh Rail Systems Limited

  • Go Fashion (India) Limited

  • Container Corporation of India Limited

  • Laurus Labs Limited

  • Aether Industries Limited

  • Strides Pharma Science Limited

  • Sharda Motor Industries Ltd.

  • Navin Fluorine International Limited

  • MTAR Technologies Limited

  • EPL Limited

  • Engineers India Limited

  • Suprajit Engineering Limited

  • Vedant Fashions Limited

  • Aarti Industries Limited

  • Jamna Auto Industries Limited

  • Happy Forgings Limited

  • Ceigall India Ltd

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Auto Ancillary

  • IT - Software

  • Air Conditioners

  • Chemicals

  • Pharmaceuticals & Drugs

  • Electronics - Components

  • Bank - Private

  • Depository Services

  • Tea/Coffee

  • Finance - Investment

  • Refractories

  • Fintech

  • Finance - Housing

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Cement & Construction Materials

  • Household & Personal Products

  • Electric Equipment

  • BPO/ITeS

  • Abrasives

  • Finance - Stock Broking

  • Defence

  • Engineering - Construction

  • Bearings

  • Finance - Others

  • Finance - NBFC

  • Dyes & Pigments

  • Cable

  • Textile

  • Forgings

  • Retailing

  • Printing & Stationery

  • Engineering - Industrial Equipments

  • Travel Services

  • Hotel, Resort & Restaurants

  • Steel & Iron Products

  • Fertilizers

  • Gas Transmission/Marketing

  • Insurance

  • Bank - Public

  • Castings/Forgings

  • Finance Term Lending

  • Metal - Non Ferrous

  • Engineering

  • Professional Services

  • Sugar

  • Cigarettes/Tobacco

  • Railways Wagons

  • Logistics

  • Plastic Products

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  • Cash

  • Derivatives

  • Equity

  • Sovereign

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About AXIS Small Cap Fund

Scheme Analysis

AXIS Small Cap Fund is a Equity - Small cap Fund fund and belongs to Axis Mutual Fund. It was launched on 29-Nov-2013 and currently has an AUM of ₹24,758.17 crore. AXIS Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 250 - TRI as secondary index.

The NAV of AXIS Small Cap Fund ended down ₹-0.39(-0.4%)yesterday to ₹97.43.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, and

The AXIS Small Cap Fund is managed by Tejas Sheth and Mayank Hyanki.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com