How to Invest in Axis Small Cap Fund Direct Growth?

You can easily invest in Axis Small Cap Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Axis Small Cap Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Axis Small Cap Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Axis Small Cap Fund Direct Growth provide?

The Axis Small Cap Fund Direct Growth has been there from 29 Nov 2013 and the average annual returns provided by this fund is 29.33% since its inception.

How much expense ratio is charged by Axis Small Cap Fund Direct Growth?

The term Expense Ratio used for Axis Small Cap Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Axis Small Cap Fund Direct Growth is 0.52% as of 04 Dec 2023...

What is the AUM of Axis Small Cap Fund Direct Growth?

The AUM, short for Assets Under Management of Axis Small Cap Fund Direct Growth is ₹16,369.16Cr as of 04 Dec 2023.

How to Redeem Axis Small Cap Fund Direct Growth?

If you want to sell your Axis Small Cap Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Axis Small Cap Fund Direct Growth?

You can select either SIP or Lumpsum investment of Axis Small Cap Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Axis Small Cap Fund Direct Growth?

The NAV of Axis Small Cap Fund Direct Growth is ₹94.50 as of 01 Dec 2023.

What is the PE and PB ratio of Axis Small Cap Fund Direct Growth?

The PE ratio ratio of Axis Small Cap Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Axis Small Cap Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Axis Small Cap Fund Direct Growth
Equity
Small Cap
Very High Risk
32.19%
3Y annualised
+0.45% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹94.50
Min. SIP amount₹100
Rating5
Fund size₹16,369.16Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.3%32.2%27.9%25.2%
Category average33.8%33.5%23.9%NA
Rank with in category23203NA
Understand terms
Holdings (85)NameSectorInstrumentAssets
Narayana Hrudayalaya Ltd.
HealthcareEquity4.1%
Cholamandalam Financial Holdings Ltd.
FinancialEquity3.7%
Birlasoft Ltd.
TechnologyEquity3.7%
Brigade Enterprises Ltd.
ConstructionEquity3.0%
Galaxy Surfactants Ltd.
ChemicalsEquity2.9%
Krishna Institute of Medical Sciences Ltd
HealthcareEquity2.8%
Blue Star Ltd.
Consumer DiscretionaryEquity2.8%
CCL Products (India) Ltd.
Consumer StaplesEquity2.6%
Can Fin Homes Ltd.
FinancialEquity2.5%
Fine Organic Industries Ltd.
ChemicalsEquity2.3%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Small Cap
Pros
Cons
5Y annualised returns higher than category average by 4.02%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Higher alpha: 7.78
The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y 
Lower expense ratio: 0.52%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
23 Nov 2023 - Present
0.52%
22 Nov 2023 - 23 Nov 2023
0.52%
21 Nov 2023 - 22 Nov 2023
0.52%
20 Nov 2023 - 21 Nov 2023
0.52%
19 Nov 2023 - 20 Nov 2023
0.52%
18 Nov 2023 - 19 Nov 2023
0.52%
17 Nov 2023 - 18 Nov 2023
0.52%
16 Nov 2023 - 17 Nov 2023
0.52%
15 Nov 2023 - 16 Nov 2023
0.53%
14 Nov 2023 - 15 Nov 2023
0.53%
13 Nov 2023 - 14 Nov 2023
0.53%
12 Nov 2023 - 13 Nov 2023
0.53%
11 Nov 2023 - 12 Nov 2023
0.53%
10 Nov 2023 - 11 Nov 2023
0.53%
09 Nov 2023 - 10 Nov 2023
0.53%
08 Nov 2023 - 09 Nov 2023
0.53%
07 Nov 2023 - 08 Nov 2023
0.53%
06 Nov 2023 - 07 Nov 2023
0.53%
05 Nov 2023 - 06 Nov 2023
0.53%
04 Nov 2023 - 05 Nov 2023
0.53%
03 Nov 2023 - 04 Nov 2023
0.53%
02 Nov 2023 - 03 Nov 2023
0.53%
01 Nov 2023 - 02 Nov 2023
0.53%
31 Oct 2023 - 01 Nov 2023
0.53%
30 Oct 2023 - 31 Oct 2023
0.53%
29 Oct 2023 - 30 Oct 2023
0.53%
28 Oct 2023 - 29 Oct 2023
0.53%
27 Oct 2023 - 28 Oct 2023
0.53%
26 Oct 2023 - 27 Oct 2023
0.53%
25 Oct 2023 - 26 Oct 2023
0.53%
24 Oct 2023 - 25 Oct 2023
0.53%
23 Oct 2023 - 24 Oct 2023
0.53%
22 Oct 2023 - 23 Oct 2023
0.53%
21 Oct 2023 - 22 Oct 2023
0.53%
20 Oct 2023 - 21 Oct 2023
0.53%
19 Oct 2023 - 20 Oct 2023
0.53%
18 Oct 2023 - 19 Oct 2023
0.53%
17 Oct 2023 - 18 Oct 2023
0.53%
16 Oct 2023 - 17 Oct 2023
0.53%
15 Oct 2023 - 16 Oct 2023
0.53%
14 Oct 2023 - 15 Oct 2023
0.53%
13 Oct 2023 - 14 Oct 2023
0.53%
12 Oct 2023 - 13 Oct 2023
0.53%
11 Oct 2023 - 12 Oct 2023
0.53%
10 Oct 2023 - 11 Oct 2023
0.53%
09 Oct 2023 - 10 Oct 2023
0.53%
08 Oct 2023 - 09 Oct 2023
0.53%
07 Oct 2023 - 08 Oct 2023
0.53%
06 Oct 2023 - 07 Oct 2023
0.53%
05 Oct 2023 - 06 Oct 2023
0.53%
04 Oct 2023 - 05 Oct 2023
0.54%
03 Oct 2023 - 04 Oct 2023
0.54%
02 Oct 2023 - 03 Oct 2023
0.54%
01 Oct 2023 - 02 Oct 2023
0.54%
30 Sep 2023 - 01 Oct 2023
0.54%
29 Sep 2023 - 30 Sep 2023
0.54%
28 Sep 2023 - 29 Sep 2023
0.54%
27 Sep 2023 - 28 Sep 2023
0.54%
26 Sep 2023 - 27 Sep 2023
0.54%
25 Sep 2023 - 26 Sep 2023
0.54%
24 Sep 2023 - 25 Sep 2023
0.54%
23 Sep 2023 - 24 Sep 2023
0.54%
22 Sep 2023 - 23 Sep 2023
0.54%
21 Sep 2023 - 22 Sep 2023
0.54%
20 Sep 2023 - 21 Sep 2023
0.54%
19 Sep 2023 - 20 Sep 2023
0.54%
18 Sep 2023 - 19 Sep 2023
0.54%
17 Sep 2023 - 18 Sep 2023
0.54%
16 Sep 2023 - 17 Sep 2023
0.54%
15 Sep 2023 - 16 Sep 2023
0.54%
14 Sep 2023 - 15 Sep 2023
0.54%
13 Sep 2023 - 14 Sep 2023
0.54%
12 Sep 2023 - 13 Sep 2023
0.54%
11 Sep 2023 - 12 Sep 2023
0.54%
10 Sep 2023 - 11 Sep 2023
0.54%
09 Sep 2023 - 10 Sep 2023
0.54%
08 Sep 2023 - 09 Sep 2023
0.54%
07 Sep 2023 - 08 Sep 2023
0.54%
06 Sep 2023 - 07 Sep 2023
0.55%
05 Sep 2023 - 06 Sep 2023
0.55%
04 Sep 2023 - 05 Sep 2023
0.55%
03 Sep 2023 - 04 Sep 2023
0.55%
02 Sep 2023 - 03 Sep 2023
0.55%
01 Sep 2023 - 02 Sep 2023
0.55%
31 Aug 2023 - 01 Sep 2023
0.55%
31 Jul 2023 - 31 Aug 2023
0.54%
30 Jun 2023 - 31 Jul 2023
0.55%
31 May 2023 - 30 Jun 2023
0.55%
30 Apr 2023 - 31 May 2023
0.53%
31 Mar 2023 - 30 Apr 2023
0.54%
28 Feb 2023 - 31 Mar 2023
0.54%
31 Jan 2023 - 28 Feb 2023
0.51%
31 Dec 2022 - 31 Jan 2023
0.51%
30 Nov 2022 - 31 Dec 2022
0.51%
30 Nov 2022 - 30 Nov 2022
0.51%
31 Oct 2022 - 30 Nov 2022
0.51%
31 Oct 2022 - 31 Oct 2022
0.51%
31 Oct 2022 - 31 Oct 2022
0.51%
30 Sep 2022 - 31 Oct 2022
0.52%
30 Sep 2022 - 30 Sep 2022
0.52%
30 Sep 2022 - 30 Sep 2022
0.52%
31 Aug 2022 - 30 Sep 2022
0.52%
31 Aug 2022 - 31 Aug 2022
0.52%
31 Jul 2022 - 31 Aug 2022
0.49%
31 Jul 2022 - 31 Jul 2022
0.49%
30 Jun 2022 - 31 Jul 2022
0.49%
30 Jun 2022 - 30 Jun 2022
0.49%
31 May 2022 - 30 Jun 2022
0.48%
31 May 2022 - 31 May 2022
0.48%
30 Apr 2022 - 31 May 2022
0.46%
30 Apr 2022 - 30 Apr 2022
0.46%
31 Mar 2022 - 30 Apr 2022
0.35%
31 Mar 2022 - 31 Mar 2022
0.35%
28 Feb 2022 - 31 Mar 2022
0.37%
28 Feb 2022 - 28 Feb 2022
0.37%
31 Jan 2022 - 28 Feb 2022
0.36%
31 Dec 2021 - 31 Jan 2022
0.36%
30 Nov 2021 - 31 Dec 2021
0.37%
31 Oct 2021 - 30 Nov 2021
0.37%
30 Sep 2021 - 31 Oct 2021
0.38%
31 Aug 2021 - 30 Sep 2021
0.39%
31 Jul 2021 - 31 Aug 2021
0.39%
30 Jun 2021 - 31 Jul 2021
0.42%
31 May 2021 - 30 Jun 2021
0.44%
30 Apr 2021 - 31 May 2021
0.41%
31 Mar 2021 - 30 Apr 2021
0.36%
28 Feb 2021 - 31 Mar 2021
0.38%
31 Jan 2021 - 28 Feb 2021
0.39%
31 Dec 2020 - 31 Jan 2021
0.40%
30 Nov 2020 - 31 Dec 2020
0.30%
31 Oct 2020 - 30 Nov 2020
0.22%
30 Sep 2020 - 31 Oct 2020
0.23%
31 Aug 2020 - 30 Sep 2020
0.28%
31 Jul 2020 - 31 Aug 2020
0.30%
30 Jun 2020 - 31 Jul 2020
0.30%
31 May 2020 - 30 Jun 2020
0.31%
30 Apr 2020 - 31 May 2020
0.30%
31 Mar 2020 - 30 Apr 2020
0.29%
29 Feb 2020 - 31 Mar 2020
0.30%
31 Jan 2020 - 29 Feb 2020
0.33%
31 Dec 2019 - 31 Jan 2020
0.39%
30 Nov 2019 - 31 Dec 2019
0.42%
31 Oct 2019 - 30 Nov 2019
0.63%
30 Sep 2019 - 31 Oct 2019
1.01%
31 Aug 2019 - 30 Sep 2019
1.31%
31 Jul 2019 - 31 Aug 2019
1.53%
30 Jun 2019 - 31 Jul 2019
1.53%
31 May 2019 - 30 Jun 2019
1.53%
30 Apr 2019 - 31 May 2019
1.55%
31 Mar 2019 - 30 Apr 2019
1.63%
28 Feb 2019 - 31 Mar 2019
1.58%
31 Jan 2019 - 28 Feb 2019
1.58%
31 Dec 2018 - 31 Jan 2019
1.58%
31 Jul 2018 - 31 Dec 2018
1.57%
30 Jun 2018 - 31 Jul 2018
1.58%
31 May 2018 - 30 Jun 2018
1.34%
30 Apr 2018 - 31 May 2018
1.33%
31 Mar 2018 - 30 Apr 2018
1.34%
28 Feb 2018 - 31 Mar 2018
1.35%
31 Jan 2018 - 28 Feb 2018
1.52%
31 Dec 2017 - 31 Jan 2018
1.53%
30 Nov 2017 - 31 Dec 2017
1.54%
31 Oct 2017 - 30 Nov 2017
2.50%
Expense ratio, exit load and taxExpense ratio: 0.52%Inclusive of GST
Exit loadExit load of 1% for investments beyond 10% if redeemed within 12 months
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementShreyash Devalkar
Mar 2023 - Present
View details
Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Also manages these schemes
Axis Bluechip Fund Direct Plan Growth
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Axis Long Term Equity Direct Plan Growth
Axis Midcap Direct Plan Growth
Axis Small Cap Fund Direct Growth
Axis Equity Advantage Fund Series 1 Direct Growth
Axis Flexi Cap Fund Direct Growth
Axis Growth Opportunities Fund Direct Growth
Axis ESG Equity Fund Direct Growth
Axis Nifty 50 Index Fund Direct Growth
Axis Multicap Fund Direct Growth
Axis Nifty Next 50 Index Fund Direct Growth
Axis Equity ETFs FoF Direct Growth
Axis Nifty Smallcap 50 Index Fund Direct Growth
Axis Nifty Midcap 50 Index Fund Direct Growth
Vinayak Jayanath
Jan 2023 - Present
View details
Also manages these schemes
Axis Bluechip Fund Direct Plan Growth
Axis Focused 25 Direct Plan Growth
Axis Midcap Direct Plan Growth
Axis Small Cap Fund Direct Growth
Axis Flexi Cap Fund Direct Growth
Axis Growth Opportunities Fund Direct Growth
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis ESG Equity Fund Direct Growth
Axis Global Equity Alpha FoF Direct Growth
Axis Special Situations Fund Direct Growth
Axis Greater China Equity FoF Direct Growth
Axis Global Innovation FoF Direct Growth
Axis Quant Fund Direct Growth
Axis Value Fund Direct Growth
Axis NASDAQ 100 FoF Direct Growth
Mayank Hyanki
Aug 2023 - Present
View details
Also manages these schemes
Axis Small Cap Fund Direct Growth
Fund house & investment objective
Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM₹2,53,477.47Cr
Date of Incorporation04 Sep 2009
 Axis Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Ashish Naik is the Current Fund Manager of Axis Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,53,477 Cr and the Latest NAV as of 01 Dec 2023 is ₹94.50.
The Axis Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1% for investments beyond 10% if redeemed within 12 months
;
Investment ObjectiveThe scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
;
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Website
www.axismf.com
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Axis Small Cap Fund Direct Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	29.3%	32.2%	27.9%	25.2%
Category average	33.8%	33.5%	23.9%	NA
Rank with in category	23	20	3	NA

Name	Sector	Instrument	Assets
Narayana Hrudayalaya Ltd.	Healthcare	Equity	4.1%
Cholamandalam Financial Holdings Ltd.	Financial	Equity	3.7%
Birlasoft Ltd.	Technology	Equity	3.7%
Brigade Enterprises Ltd.	Construction	Equity	3.0%
Galaxy Surfactants Ltd.	Chemicals	Equity	2.9%
Krishna Institute of Medical Sciences Ltd	Healthcare	Equity	2.8%
Blue Star Ltd.	Consumer Discretionary	Equity	2.8%
CCL Products (India) Ltd.	Consumer Staples	Equity	2.6%
Can Fin Homes Ltd.	Financial	Equity	2.5%
Fine Organic Industries Ltd.	Chemicals	Equity	2.3%

Rank (total assets)	#7 in India
Total AUM	₹2,53,477.47Cr

Date of Incorporation	04 Sep 2009

Fund benchmark	NIFTY Smallcap 250 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100

Rating	5
Fund size	₹16,369.16Cr

Axis Small Cap Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (85)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.52%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Shreyash DevalkarMar 2023 - PresentView details

Vinayak JayanathJan 2023 - PresentView details

Mayank HyankiAug 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Shreyash Devalkar
Mar 2023 - Present
View details

Vinayak Jayanath
Jan 2023 - Present
View details

Mayank Hyanki
Aug 2023 - Present
View details