Axis Asset Management Company Ltd.

Axis Small Cap Fund - Regular Plan - Growth

EquitySmall Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return9.4%
  • 3 yr return29.4%
  • 5 yr return18.8%
  • Expense Ratio2.04%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees8955.5
  • NAVRupees60.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Analysis

About Axis Small Cap Fund

Axis Small Cap Fund is an open-ended equity scheme primarily investing in the stocks of small-cap companies.

Investment Objective

The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in a diversified portfolio of equity & equity-related securities of small-cap companies.

Benchmark

The Benchmark of the scheme is NIFTY Smallcap 100 TRI Index.

Investment Details

ParticularsMinimum Amount
Minimum Application AmountRs.5,000 & in multiples of Rs.1 thereafter
Minimum Additional InvestmentRs.100 & in multiples of Rs.1 thereafter

SIP Details

TypeMinimum AmountMinimum Installments
MonthlyRs.1,000 & in multiples of Rs.1 thereafter6
YearlyRs.12,000 & in multiples of Rs.1 thereafter3

Loads

Entry Load: Nil

Exit Load:

If units are redeemed or switched out within 1 year:

  • Upto 10% of units - Nil
  • Remaining units - 1%

If units are redeemed or switched out after 1 year - Nil

Suitability

Axis Smallcap Fund is suitable for investors with a high-risk appetite and looking to invest for a period of 7 years & above.

Taxation:

As the fund predominantly invests in equity securities, Axis Smallcap Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:

  • If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.
  • If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.

Axis Smallcap Fund’s Asset Allocation

Under normal conditions, the pattern of asset allocation is as follows:

AssetsMinimum indicative allocation (% of total assets)Maximum indicative allocation (% of total assets)Risk Profile
Equity & Equity related securities of small-cap companies 65100High 
Equity & Equity related securities of other companies 035High
Debt & Money market instruments035Low to Moderate

Who should invest?

Small-cap funds are those equity mutual funds that invest in equity & equity-related securities of the companies beyond the top 250 companies in terms of market capitalization. 

These companies have small market shares, but aim to come out with innovative products which could disrupt the market through their qualitative offerings. These stocks carry the potential to become midcaps and later, large-caps by gaining market share over time.

Investments in Axis Smallcap Fund can be made by investors who want to invest in startups or small businesses having the potential to deliver good returns over longer periods. The small size of the underlying holdings makes investments in these funds relatively risky & more volatile as compared to investments in other equity fund categories.

Investors with a high-risk appetite looking to invest in equity funds for a long investment horizon could consider investments in this fund. The fund can be a good investment for a diversified equity portfolio.

Eligibility - Who can invest? 

The following people are eligible to invest in this scheme:

  • Indian Resident Adults (single holder or on a joint basis)
  • Hindu Undivided Family
  • Partnership entities
  • Limited Liability Partnership units
  • Minor through parent or a legal guardian
  • Sole Proprietor
  • Corporates, PSUs & others.
  • NRIs/POIs/OCIs
  • Banks & Financial Institutions
  • Religious & Charitable Trusts
  • Defense & paramilitary units 
  • Foreign Portfolio Investors
  • Pension/Provident/Gratuity Funds
  • Trustee, AMCs or Sponsors
  • Other schemes of Axis or other mutual funds
  • Alternative Investment Funds
  • Others

How to invest in Axis Small Cap Fund?

You can invest in Axis Small Cap Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.

More Axis Mutual Funds:

Axis Bluechip Fund
Axis Multicap Fund Regular Plan
Axis Small Cap Fund Regular Plan
Axis Focused 25 Fund
Axis Long Term Equity Fund
Axis Liquid Fund Growth
Axis Equity Hybrid Fund 
 

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Investment Objective

To Generate Long-Term Capital Appreciation From A Diversified Portfolio Of Predominantly Equity & Equity Related Instruments Of Small Cap Companies.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Top Holdings

  • Companies %
  • Clearing Corporation of India Ltd 20.7
  • Galaxy Surfactants Limited 5
  • Fine Organic Industries Limited 4.2
  • Brigade Enterprises Limited 3.8
  • Narayana Hrudayalaya Limited 3.8
  • Birlasoft Limited 3.5
  • CCL Products (India) Limited 3.1
  • Krishna Institute Of Medical Sciences Limited 3
  • RHI Magnesita India Limited 2.3
  • Blue Star Limited 2.1
  • JK Lakshmi Cement Limited 2
  • Sectors %
  • Cash/Deposits/Margins/Treps/Repo/Swaps20.6
  • Chemicals17
  • Internet and Technology9.1
  • Health Care7.6
  • Automobiles7.4

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