NAV as on 30 Aug 202161.57000.76 (1.25%)

Fund Key Highlights
1. The Current Net Asset Value of the Axis Small Cap Fund - Direct Plan as of 30 Aug 2021 is Rs 61.5700 for Growth option of its Direct plan.
2. Its trailing returns over different time periods are: 91.86% (1yr), 29.53% (3yr), 22.54% (5yr) and 26.39% (since launch). Whereas, Category returns for the same time duration are: 104.11% (1yr), 19.76% (3yr) and 17.08% (5yr).

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Things you should consider

  • Riskometer

    Axis

    Investors understand that their principal will be at Very High risk.

  • Annualized return for the last 3 years

  • Suggested Investment Horizon

  • Average time taken to double the money since inception

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About Fund
1. Axis Small Cap Fund - Direct Plan is Open-ended Small Cap Equity scheme which belongs to Axis Mutual Fund House.
2. The fund was launched on Nov 29, 2013.

Investment objective & Benchmark
1. The investment objective of the fund is that The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
2. It is benchmarked against NIFTY Smallcap 100 Total Return Index.

Asset Allocation & Portfolio Composition
1. The asset allocation of the fund comprises around 89.61% in equities, 10.06% in debts and 0.33% in cash & cash equivalents.
2. While the top 10 equity holdings constitute around 38.73% of the assets, the top 3 sectors constitute around 47.05% of the assets.
3. The fund largely follows a Growth oriented style of investing and invests across market capitalisations - around 0.0% in giant & large cap companies, 44.38% in mid cap and 55.62% in small cap companies.

Tax Implications
1. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax - STCG) if units are redeemed within 1 year of investment.
2. For units redeemed after 1 year of investment, gains of upto Rs. 1 lakh accruing from those units in a financial year shall be exempted from tax.
3. Gains of more than Rs. 1 lakh will be taxed at a rate of 10% (Long-term Capital Gain Tax - LTCG).
4. For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective tax slabs.
5. Also, for dividend income in excess of Rs 5,000 in a financial year; the fund house shall deduct a TDS of 10% on such income.

Frequently Asked Questions (FAQs)
Q: Is it safe to invest in Axis Small Cap Fund - Direct Plan?
A: As per SEBI’s latest guidelines to calculate risk grades, investment in the Axis Small Cap Fund - Direct Plan comes under Very High risk category.

Q: What is the category of Axis Small Cap Fund - Direct Plan?
A: Axis Small Cap Fund - Direct Plan belongs to the Equity: Small Cap category of funds.

Q: How Long should I Invest in Axis Small Cap Fund - Direct Plan?
A: The suggested investment horizon of investing into Axis Small Cap Fund - Direct Plan is >3 years. The suggested investment horizon is the minimum time required for holding investments in the fund to reduce its downside risk and ensure that the returns become more predictable.

Q: Who manages the Axis Small Cap Fund - Direct Plan?
A: The Axis Small Cap Fund - Direct Plan is managed by Anupam Tiwari (Since Oct 06, 2016).

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Eastmond- Sukel street no. 62, 79540 Hanga Roa, Easter Island

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Jaquelinee Wrate
+74 201 709 645
Mon - Fri, 9:00-15:00

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