Axis Small Cap Fund Direct Growth Plan has 89.12% exposure to equities and 11.01% in Debt. If we review the exposure of equities, more than 50% is invested in small and tiny-cap stocks, 44.88% in mid-cap stocks, and 4.87% in giant and large-cap stocks. The expense ratio of this fund is 0.53% and the fund size is more than ₹16,000 Cr.
The top sector allocation of the company is in Financial (12.91%), Healthcare (12.21%), Chemicals (10.41%), Capital Goods (8.92%), Technology (8.31%), and others (47.24%).
The top ten holdings companies are Narayana Hrudayalaya Healthcare (4.53%), Cholamandalam Financial Holdings Financial (3.83%), Birlasoft Technology (3.28%), Krishna Institute of Medical Sciences Healthcare (2.97%), CCL Products (2.89%), Brigade Enterprises (2.79%), Blue Star (2.76%), Galaxy Surfactants (2.68%), Fine Organic Industries (2.57%), and Can Fin Homes Financial (2.48%)
In this blog post, you can read about the returns (performance) of this fund since its inception. Below you can read in detail about the performance, absolute returns, and annual average return (CAGR) of the Axis Small Cap Fund.
Last updated on [table “29” does not have that cell /]
Axis Small Cap Fund Direct Growth Plan NAV History
| Year | Opening | Closing | Gain/ Fall |
|---|---|---|---|
| 2013 | 10.01 | 10.16 | 1.50% |
| 2014 | 10.19 | 18.95 | 85.97% |
| 2015 | 19.04 | 21.02 | 10.40% |
| 2016 | 21.04 | 22.10 | 5.04% |
| 2017 | 22.27 | 30.90 | 38.75% |
| 2018 | 30.79 | 28.45 | -7.60% |
| 2019 | 28.51 | 34.38 | 20.59% |
| 2020 | 34.30 | 42.83 | 24.87% |
| 2021 | 43.11 | 68.83 | 59.66% |
| 2022 | 69.66 | 71.66 | 2.87% |
| 2023 | ₹72.01 | ₹97.15 | 34.91% |
- This fund performed very well in 2014 and 2021. It gave 85.97% returns in 2014 and 59.66% in 2021.
- In the last 10 years, it has given returns of more than 20% 5 times.
- The biggest and only decline in this fund was -7.60% in 2018.
Axis Small Cap Fund Direct Growth Plan Returns
| Period | Absolute Returns | Annualized Returns |
|---|---|---|
| 1 Year | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 2 Years | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 3 Years | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 4 Years | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 5 Years | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 6 Years | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 7 Years | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 8 Years | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 9 Years | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 10 Years | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| Since inception | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
- Over the last 3 years, the Axis Small Cap Fund Direct Growth plan has grown [table “29” does not have that cell /]
. - In the last 5 years, this small-cap fund has given returns of [table “29” does not have that cell /]
to its investors. - In the last 7 years, it has grown its investors’ money [table “29” does not have that cell /]
. - Investors who invested ₹1 lakh in this small-cap fund 10 years ago, today the value of those shares has increased to [table “29” does not have that cell /]
. - Since its inception, it has given an annual average return of [table “29” does not have that cell /]
to its investors.
₹1 lakh Invested in Axis Small Cap Fund Direct Growth Plan (Lumpsum)
| Period | Return on ₹1 Lakh (Lumpsum) |
|---|---|
| 1 Year | [table “29” does not have that cell /] |
| 2 Years | [table “29” does not have that cell /] |
| 3 Years | [table “29” does not have that cell /] |
| 4 Years | [table “29” does not have that cell /] |
| 5 Years | [table “29” does not have that cell /] |
| 6 Years | [table “29” does not have that cell /] |
| 7 Years | [table “29” does not have that cell /] |
| 8 Years | [table “29” does not have that cell /] |
| 9 Years | [table “29” does not have that cell /] |
| 10 Years | [table “29” does not have that cell /] |
| Since inception | [table “29” does not have that cell /] |
- If you had invested ₹1 lakh in Axis Small Cap Fund Direct Growth Plan five years ago, the value of those ₹1 lakh shares would have grown to [table “29” does not have that cell /]
today. - Ten years ago, if you had invested ₹1 lakh in this small-cap fund, the value of those shares would have grown to [table “29” does not have that cell /]
today.
₹1000 Monthly Investment in Axis Small Cap Fund Direct Growth (SIP)
| Period | Invested | Latest Value | SIP Returns |
|---|---|---|---|
| 1 Year | ₹12,000 | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 2 Years | ₹24,000 | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 3 Years | ₹36,000 | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 4 Years | ₹48,000 | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 5 Years | ₹60,000 | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 6 Years | ₹72,000 | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 7 Years | ₹84,000 | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 8 Years | ₹96,000 | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 9 Years | ₹108,000 | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
| 10 Years | ₹120,000 | [table “29” does not have that cell /] | [table “29” does not have that cell /] |
- If you had invested ₹1000 every month in this small-cap fund for the last 5 years, it would have been worth [table “29” does not have that cell /]
today, and you would have got a return of [table “29” does not have that cell /]
on your investment.
- If you had invested ₹1000 every month in this small-cap fund for the last 10 years, it would have been worth [table “29” does not have that cell /]
today, and you would have got a return of [table “29” does not have that cell /]
on your investment.
Also Read:
- Kotak Emerging Equity Scheme Direct-Growth Plan Performance
- Nippon India Large Cap Fund Direct-Growth Plan Performance
- SBI Technology Opportunities Fund Direct-Growth Plan Performance
- SBI Small Cap Fund Direct-Growth Plan Performance
- Canara Robeco Bluechip Equity Fund Direct-Growth Plan Performance
Axis Small Cap Fund Direct Growth Performance (FAQ)
How risky is the Axis Small Cap Fund Direct Growth Plan?
Investment in the Axis Small Cap Fund Direct Growth plan falls in the very high risk category.
What is the 5-year return of the Axis Small Cap Fund Direct Growth Plan?
It has given an annual average return of [table “29” does not have that cell /]
in the last 5 years.
What is the 10-year return of the Axis Small Cap Fund Direct Growth Plan?
It has given an annual average return of [table “29” does not have that cell /]
in the last 10 years.
How much has the Axis Small Cap Fund Direct Growth Plan returned since its inception?
It has delivered an annual average return of [table “29” does not have that cell /]
since its inception.