Comprehensive analysis of AXIS Small Cap Fund - Direct (IDCW) (22326) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Axis Asset Management Co. LTd
To generate long-term capital appreciation form a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Good Fit
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Historical performance consistency
Fund manager experience
Recent performance momentum
Market exposure level
Fund management costs
Assets under management
Risk-adjusted returns
This fund has underperformed its benchmark by 4.17% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| C C I | Debt Others | 9.85% |
| Cholamandalam Financial Holdings Ltd | Finance | 2.88% |
| Nifty Future | Derivatives - Index | 2.82% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 2.75% |
| Brigade Enterprises Ltd | Realty | 2.59% |
| Multi Commodity Exchange of India Ltd | Financial Services | 2.25% |
| CCL Products (India) Ltd | Plantation & Plantation Products | 2.24% |
| Narayana Hrudayalaya Ltd | Healthcare | 2.07% |
| Blue Star Ltd | Consumer Durables | 1.95% |
| Kaynes Technology India Ltd | Consumer Durables | 1.88% |
Compare against Small Cap Fund category average
This comparison shows how the fund performs relative to the Small Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Small Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Kotak Small Cap Fund - Direct (G) | ₹311.62 | -3.54% | 0.79% | 23.44% |
| Sundaram Small Cap Fund - Direct (G) | ₹288.19 | 0.88% | 4.76% | 27.70% |
| Quant Small Cap Fund - Direct (G) | ₹283.40 | 0.61% | -1.60% | 33.21% |
| Kotak Small Cap Fund (G) | ₹265.71 | -4.07% | -0.34% | 21.96% |
| Quant Small Cap Fund - (G) | ₹260.96 | 0.14% | -2.53% | 31.76% |
| Sundaram Small Cap Fund (G) | ₹260.46 | 0.35% | 3.63% | 26.28% |
| Quant Small Cap Fund - Direct (IDCW) | ₹221.53 | 0.61% | -1.60% | 33.22% |
| DSP Small Cap Fund - Direct (G) | ₹220.52 | -0.02% | 8.58% | 27.48% |
| Quant Small Cap Fund - (IDCW) | ₹207.53 | 0.14% | -2.53% | 31.78% |
| DSP Small Cap Fund (G) | ₹200.79 | -0.46% | 7.62% | 26.36% |
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