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Asset Size:2084Cr
Expense Ratio:1.98%
Fund Manager(s):
5year Returns:12.78%

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Axis Small Cap Fund Regular Growth

Axis       

Equity
Small-Cap

Nav : 34.87 ( 0.40%) February 26th, 2020

People currently viewing this : 1

Rank (of 245)

7

Annualized Returns(5 yrs)

12.78%

Investment Horizon

>5 Yr

Doubled Money

5yrs 9m

Returns since November 29th, 2013

NA

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

81.5L

Projected Maturity Amount

1.4Cr

Axis     

Equity
Small-Cap

Nav : 34.87 ( 0.40%) February 26th, 2020

People currently viewing this : 1

Upwardly's Take :

This fund has higher ups and downs (volatility) than other equity funds but can yield much better returns. Invest in this fund for an investment horizon of at least 5 years to give best results.

Ideal for long term goals like retirement, kids' education, seed fund for own startup. Don't look at returns of these funds in the short-term.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

81.5L

Projected Maturity Amount

1.4Cr

Rank (of 245)

7

Annualized Returns(5 yrs)

12.78%

Investment Horizon

>5 Yr

Doubled Money

5yrs 9m

Returns since November 29th, 2013

NA

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

FUND DETAIL INFORMATION

To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

Basic Details
Fund House
Axis
Launch Date
November 29th, 2013
Expense Ratio
1.98%
Fund Category Risk
High
Std Dev (1Yr)
13.214
Std Dev (3Yr)
13.794
Std Dev (5Yr)
13.963
Asset Size
2084Cr
Investment Details
Investment Plan
Growth
Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 43255161