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Prudential Technology Bluechip Fund
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NAV as of ( Sep 09, 2022 )
₹ 72.11 0.11 % 1-D Change
Returns
25.23% p.a.
You get upto 1.42% extra returns
ET Money's Fund Report Card - Axis Small Cap Fund
ET Money Rank
8
Out of 16
Performance Quality
Good
Generated returns consistently
2/5
Increased returns for each unit of additional risk
3/5
Downside Protection
Good
Controlled losses during market corrections
2/5
Delivered returns without frequent ups and downs
5/5
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Monthly SIP
Monthly SIP is not available for this fund
-
Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
vs
Show performance of:
Scheme Details
| ET Money Rank | 8 Out of 16 |
| VRO Rating | |
| Expense ratio | 0.49% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 10,436 Crs |
| Lock-in | No Lockin |
| Age | 8 yrs 10 m Since Nov 11, 2013 |
| Benchmark | Nifty Smallcap 250 TRI |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 5000 |
About Axis Small Cap Fund
Axis Small Cap Fund Direct-Growth is a Small Cap mutual fund scheme from
Axis Mutual Fund
. This fund has been in existence for 8 yrs 10 m, having been launched on 11/11/2013. Axis Small Cap Fund Direct-Growth has ₹10,436 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.49%, which is less than what most other
Small Cap
funds charge.
.....
- Axis Small Cap Fund Direct-Growth returns of last 1-year are 12.58%. Since launch, it has delivered 25.22% average annual returns. The fund has doubled the money invested in it every 2 yrs.
- Axis Small Cap Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is below average.
- The fund has the majority of its money invested in Chemicals, Healthcare, Technology, Financial, Construction sectors. It has taken less exposure in Chemicals, Healthcare sectors compared to other funds in the category.
- The fund's top 5 holdings are in Fine Organic Industries Ltd., Galaxy Surfactants Ltd., Narayana Hrudayalaya Ltd., Brigade Enterprises Ltd., KPIT Technologies Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 1.93%
Mid Cap 12.63%
Small Cap 68.66%
Other Cap 0%
Allocation by Sector
Chemicals 17.09%
Healthcare 9.19%
Technology 8.96%
Financial 8.37%
Top Debt Holdings
Others 16.84%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
CBLO 16.84%
Other Holdings
Bifurcation by Holding is not available for this fund
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with small cap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Small Cap Fund | 22.77% | ||
| Axis Small Cap Fund | 21.41% | ||
| SBI Small Cap Fund | 20.57% | ||
| Kotak Small Cap Fund | 19.72% | ||
| Nippon India Small Cap | 19.5% | ||
| ICICI Prudential Smallcap Fund | 17.06% | ||
| HDFC Small Cap Fund | 16.49% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 4.19% | 5.8% | 23 / 24 |
| 3 months | 16.57% | 18.04% | 22 / 24 |
| 6 months | 10.08% | 8.95% | 10 / 24 |
| 1 year | 11.73% | 9.41% | 10 / 22 |
| 3 years | 32.43% | 34.17% | 11 / 17 |
| 5 years | 21.41% | 16.42% | 2 / 12 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Axis Small Cap Fund
EQUITY SMALL CAP
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
- Std. Dev : 23.74
- Alpha : 7.0
- Beta : 0.76
- Sharpe : 1.15
- Sortino : 1.02
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Anupam Tiwari
Mr. Tiwari is a Chartered Accountant.
Prior to joining Axis Mutual Fund he was associated with Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Axis Mutual Fund
TOTAL AUM:
₹2,46,127 Crs
As on Jun 30, 2022
- Phone: 022-24255161
-
Address: "Axis House" - 1st Floor,
C-2 - Wadia International Centre,
Pandurang Budhkar Marg , Worli,
Mumbai, 400025
