Axis Small Cap Fund
Axis Small Cap Fund Growth invests in smaller Indian companies for higher growth potential with higher risk.
What This Strategy Does
CW Expert Research Notes
Resilient Downside Protection
The fund has demonstrated consistent downside protection across market cycles, outperforming its benchmark in 10 out of 12 years, reflecting a resilient investment process focused on mitigating drawdowns.
Differentiated Stock Selection
The fund's differentiated stock selection approach, with a bias towards mid-cap companies and overweight positions in industrials and healthcare sectors, sets it apart from peers and expresses high conviction in these areas.
Earnings Revisions Catalyst
The fund's positioning could benefit from potential catalysts such as positive earnings revisions and structural trends in sectors like industrials and healthcare, key drivers for the fund's outperformance thesis.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Prolonged economic slowdown could dampen consumer demand, impacting small-cap earnings.
Liquidity Risk
Volatility spikes or redemptions could strain liquidity for small-cap holdings.
Concentration Risk
Concentrated small-cap exposure amplifies idiosyncratic risks from regulatory headwinds.
Specific Strategy Risk
Competitive pressures or policy shifts could disrupt small-cap business models.
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 seeking outsized growth opportunities.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Tejas Sheth
Mr. Tejas Sheth has experience of 21 years. Manages 6 funds at Axis Asset Management Company Limited with an AUM of approximately ₹26,547 Cr Holds a PGDM degree.
26 years
Combined Team Experience
₹ 1,84,586 Cr
Assets Under Management
Mayank Hyanki
Co-Portfolio ManagerMayank Hyanki has experience of 3 years. Manages 26 funds at Axis Asset Management Company Limited with an AUM of approximately ₹29,599 Cr
Krishnaa N
Co-Portfolio ManagerKrishnaa N has experience of 2 years. Manages 158 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 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.
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
Axis AMC follows a disciplined investment approach focused on rigorous research.
Risk Management
Risk management is embedded in the investment process through robust frameworks.
Long-Term Mindset
The fund house maintains a long-term capital allocation mindset.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)