Mutual Fund

axis Small cap fund

By Rajendra

Sep 20, 2022

image source -Unsplash

Scheme Analysis

Thick Brush Stroke

Axis Small Cap Fund

Category 

Small Cap

Inception

Nov 29, 2013

Benchmark

Nifty Smallcap 250

Scribbled Arrow

AUM  - 10,436 Cr

Fund Manager

Anupam Tiwari

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

Quality

Capable of sustaining good RoE’s & RoCEs

Business model with sustainable multi-year growth potential

Scalability

Offers sustainable return potential with lower volatility

Stability

Ability to withstand event shocks

Sound Balance Sheet

Top 5 Holding

Fin Organics

Galaxy Surfactant

Narayana

Brigade

CCL

5.01

4.98

3.96

3.90

3.33

Total  -21.18

Chemical

Healthcare

Financial

Thick Brush Stroke

Top 5 Sector -52.88%

17.85

9.19

8.99

8.96

7.89

Capital Good

IT

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

58 Month

Period

Value

12,630

56,615

1,11,689

Returns

9.93%

31.81%

25.16%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

10.88%

29.27%

19.68%