Axis Small Cap Fund Regular Growth
Medium
Risk
Equity
Small Cap Fund
+
26.30
%
26.30
%
3Y annualised
+
0.34
%
0.34
%
1D
1M
6M
1Y
3Y
All
Fund size
19531
NAV:
Mar 7, 2024
86.8
Sector
Tech
Type
Equity
Launched
Nov 2013
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Birlasoft Ltd
4.51
%
Narayana Hrudayalaya Ltd
4.03
%
Brigade Enterprises Ltd
3.92
%
Cholamandalam Financial Holdings Ltd
3.23
%
Blue Star Ltd
2.97
%
Krishna Institute of Medical Sciences Ltd
2.66
%
CCL Products (India) Ltd
2.49
%
J.B. Chemicals & Pharmaceuticals Ltd
2.26
%
JK Lakshmi Cement Ltd
2.1
%
Can Fin Homes Ltd
2.08
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 12.0 Months, 0.0 % if redeemed after 12.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Axis Small Cap Fund Regular Growth
More details
Investment objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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