Returns
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This Fund | Category Avg. | Benchmark | |
---|---|---|---|
1W | -3.21% | -0.94% | -2.43% |
1M | 5.17% | 6.76% | 1.84% |
3M | -2.52% | 0.14% | -5.61% |
6M | 7.88% | 9.34% | 2.37% |
1Y | 15.85% | 29.65% | 12.96% |
2Y | 17.33% | 33.85% | 15.31% |
3Y | 10.72% | 23.57% | 13.44% |
5Y | 16.34% | 32.1% | 15.66% |
ALL | 23.08% | 22.93% | 14.02% |
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Helps you understand the fund’s risk levels.
Standard Dev | Sharpe | Beta | Alpha | |
---|---|---|---|---|
Fund | 11.78% | 1.4% | 0.63% | 4.45% |
Category | 0% | 0% | 0% | 0% |
Riskometer
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Chat on WhatsAppComparison Of Axis Small Cap Fund - Regular Plan - IDCW
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SIP Returns Calculator
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Start SIPPortfolio Summary (as on 31-Oct-2024)
An insight into your portfolio composition.
Equity86.95% Debt0.66%
Equity Market Cap
Top 5 Sectors of Equity
Chemicals & Petrochemicals 7.64%
Auto Components 7.32%
Finance 7.24%
Industrial Products 6.74%
Healthcare Services 5.8%
Top 5 Companies of Equity
Blue Star Limited 3.6%
Brigade Enterprises Limited 3.03%
Cholamandalam Financial Holdings Limited 2.7%
Krishna Institute Of Medical Sciences Limited 2.45%
Kaynes Technology India Limited 2.42%
Debt Market Cap
Top 5 Sectors of Debt
0.66%
Top 5 Companies of Debt
91 Days Tbill (MD 03/01/2025) 0.66%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
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More Funds From Axis Mutual Fund
Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
---|---|---|---|---|---|---|
Axis Multicap Fund - Regular Plan - Growth | 4.79% | -2.85% | 8.31% | 32.93% | 0% | |
Axis Nifty Next 50 Index Fund - Regular Plan - Growth | 1.84% | -8.82% | -4.6% | 31.51% | 0% | |
Axis Midcap Fund - Regular Plan - Growth | 4.24% | -4.18% | 3.08% | 30.89% | 22.92% | |
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth | 2.77% | 11.14% | 11.06% | 30.65% | 0% | |
AXIS INNOVATION FUND - Regular Plan - Growth Option | 2.73% | -2.8% | 5.8% | 29.42% | 0% | |
Axis Value Fund - Regular Plan - Growth | 3.33% | -3.38% | 7.27% | 29.15% | 0% |
Frequently Asked Questions
What is the current NAV of Axis Small Cap Fund - Regular Plan - IDCW?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Axis Small Cap Fund - Regular Plan - IDCW as of 20-12-2024 is 50.66.
What is the benchmark of Axis Small Cap Fund - Regular Plan - IDCW?
Axis performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Axis Small Cap Fund - Regular Plan - IDCW a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Axis Small Cap Fund - Regular Plan - IDCW?
The fund's top 5 sectors holdings are Chemicals & Petrochemicals, Auto Components, Finance, Industrial Products, Healthcare Services,
How can I redeem my investments in Axis Small Cap Fund - Regular Plan - IDCW?
Redeeming your investments in Axis Small Cap Fund - Regular Plan - IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Tejas Sheth, Mayank Hyanki, Krishnaa N, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Axis Small Cap Fund - Regular Plan - IDCW?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Axis Small Cap Fund - Regular Plan - IDCW?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Axis Small Cap Fund - Regular Plan - IDCW is Rs 23952.33 Crs. Crs.
Should I invest in Axis Small Cap Fund - Regular Plan - IDCW?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Axis Small Cap Fund - Regular Plan - IDCWs?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
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