Axis Small Cap Fund Gr

Diversified

Equity

India Micro Cap

Others

Small Cap

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Axis Small Cap Fund Growth invests in smaller Indian companies for higher growth potential with higher risk.

What This Strategy Does

Axis Small Cap Fund Reg Gr is an equity small-cap fund which captures India's emerging small business opportunity through a bottom-up stock selection approach, deploying capital across industrials, healthcare, and consumer cyclicals to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

1.1% AnnuallyAlpha

+16.6% vs +9.5% benchmarkSince Inception

+12.6% vs +5.7% benchmark3Y Annualized

+12.9% vs +4.7% benchmark5Y Annualized

Axis Small Cap Fund Gr

Benchmark Index

Benchmark Performance Comparison

Axis Small Cap Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation18.9%

Maximum Drawdown-18.9% | Oct 2024

Sharpe Ratio0.14

Beta0.82

Upside Capture75%

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides exposure to India's entrepreneurial energy before institutional capital discovers it. Small caps offer the highest growth potential but demand patience through volatility cycles. The long-term impact is dramatic wealth creation—historical data shows sustained small-cap investing has generated life-changing returns, but requires conviction to stay invested through sharp drawdowns. Suitable for investors with high risk tolerance and long investment horizons.

Portfolio Holdings Overview

SectoralAllocation

Capital Goods28.13%

Utilities0.95%

Financial Services19.15%

Services17.73%

Energy & Infra5.47%

Consumers19.34%

Technology9.22%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Clearing Corporation Of India LtdUtilities7.26%

Krishna Institute of Medical Sciences LtdServices2.71%

Torrent Pharmaceuticals LtdServices2.59%

CCL Products (India) LtdConsumers2.58%

City Union Bank LtdFinancial Services1.80%

Sai Life Sciences LtdServices1.65%

Brigade Enterprises LtdEnergy & Infra1.58%

Sansera Engineering LtdConsumers1.45%

Cholamandalam Financial Holdings LtdFinancial Services1.41%

Karur Vysya Bank LtdFinancial Services1.38%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Tejas Sheth

Lead Portfolio Manager

Mr. Tejas Sheth has experience of 22 years. Manages 6 funds at Axis Asset Management Company Limited with an AUM of approximately ₹26,547 Cr Holds a PGDM degree.

Krishnaa N

Co-Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

Mayank Hyanki

Co-Portfolio Manager

Mayank Hyanki has experience of 3 years. Manages 32 funds at Axis Asset Management Company Limited with an AUM of approximately ₹29,599 Cr

CW Expert Take

Axis operates with entrepreneurial agility despite institutional backing. Their investment philosophy emphasizes quality compounding in equities and prudent credit selection in debt. The fund house has built focused expertise rather than chasing asset gathering, resulting in concentrated portfolios with high-conviction ideas.

27 years

Combined Team Experience

₹ 1,84,586 Cr

Assets Under Management

Firm Overview

AMCAxis Asset Management Company Limited

Total AUM₹3,61,984.16 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.71%

Exit Load1

Regulatory & Tax Information

INF846K01K01

ISIN

DailyDealing Frequency

Nifty Smallcap 250 TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)