Mutual Fund

axis Small cap fund

By Rajendra

Mar 11, 2023

image source -Unsplash

Scheme Analysis

Category 

Small Cap

Inception

Nov 29,2013

Benchmark

Nifty Smallcap 250

Scribbled Arrow

AUM  - 11,499 Cr

Fund Manager

Anupam Tiwari & Vinayak Jayanath

Thick Brush Stroke

Axis Small Cap Fund

Strong promoter pedigree, corporate governance, management with sound track record of execution

Quality

Capable of sustaining good RoE’s & RoCEs

Top 5 Holding

Narayana Hrudayalaya

Fine Organic

CCL Product

Galaxy Surfactants

Krishna Institute

4.27

3.76

3.42

3.22

3.18

Total  -  17.85

Business model with sustainable multi-year growth potential

Scalability

Chemical

Financial Services

Healthcare

Top 5 Sector

13.43

10.48

10.38

8.82

7.97

Automobile

IT

Offers sustainable return potential with lower volatility

Stability

Ability to withstand event shocks

Sound Balance Sheet

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on  28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

2.07%

22.01%

17.54%

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

Scribbled Arrow

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,262

38,208

1,03,840

Returns

4.08%

3.91%

22.12%

Monthly SIP of 1,000