Axis Small Cap Fund Direct-Growth is an equity mutual fund from Axis Mutual Fund. With an AUM of ₹23,771.71 crores, as of October 5, 2024, its most recent NAV is ₹123.150.
The return performance of the Axis Small Cap Fund Direct-Growth scheme has been 40.63% in the last year, 86.93% in the previous three years and 1130.27% from the scheme’s launch.
Axis Small Cap Fund Returns
| Period | This fund | Category average |
|---|---|---|
| 1 month | 0.39% | -0.87% |
| 3 months | 4.77% | 4.27% |
| 6 months | 21.03% | 21.6% |
| 1 year | 40.63% | 44.29% |
| 3 years | 23.04% | 24.71% |
| 5 years | 31.03% | 34.85% |
| 10 years | 22.04% | 21% |
Axis Small Cap Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Blue Star Ltd.
|
Consumer Discretionary | Equity | 3.55% |
|
Brigade Enterprises Ltd.
|
Construction | Equity | 3.12% |
|
Cholamandalam Financial Holdings Ltd.
|
Financial | Equity | 2.54% |
|
Krishna Institute of Medical Sciences Ltd
|
Healthcare | Equity | 2.29% |
|
Kaynes Technology India Ltd.
|
Capital Goods | Equity | 2.13% |
Sector Allocation in Axis Small Cap Fund
| Sector | Percentage Holding (%) | Value (₹ Cr) |
|---|---|---|
| Financial | 12.97 | ₹3,083.94 |
| Capital Goods | 9.51 | ₹2,260.30 |
| Healthcare | 9.37 | ₹2,227.55 |
| Construction | 9.02 | ₹2,143.51 |
| Services | 8.07 | ₹1,919.49 |
| Others | 51.06 | ₹12,137.84 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
