Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.54 | 55.60 | 1.87 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 52.15 | 1.89 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Small Cap Fund(IDCW) | 24.97% | 12.30% | 17.58% |
Nippon India Small Cap Fund(IDCW) | 34.49% | 22.56% | 22.24% |
SBI Small Cap Fund(IDCW-Payout) | 37.44% | 21.19% | 22.40% |
HDFC Small Cap Fund(IDCW-Reinv) | 28.67% | 16.63% | 14.49% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
3.84 %
Holdings
3.52 %
Holdings
3.12 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,26,185.04 Cr.
Tejas Sheth
AUM: ₹24,766.00 Cr.
|
Exp: 14yrs
Mayank Hyanki
AUM: ₹30,724.71 Cr.
|
Exp: —
Krishnaa N
AUM: ₹1,46,300.90 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Returns
Other Funds in the same category are generating better returns