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Axis Small Cap Fund Review

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Axis Small Cap Fund Review

In this article, we are going to review the Axis small cap fund. It’s primarily an equity fund, which mainly invests in a diversified portfolio of small cap fund in order to generate long term capital gains.  

Age of the Fund:  

The fund was allocated on 29th November 2013. Despite being a new entrant to this category compared to their peers, the fund has performed quite well in their category.  

Risk and Return of the Fund:  

Risk and return play an important role in any kind of investment. Due to a small cap fund, the risk associated with this fund is quite high and mainly suitable for those investors, who may have long term goals like planning for retirement and children’s education. The return provided by the fund has outperformed the benchmarked.  

Axis Small Cap Fund - Direct Plan - Growth
 

Expense ratio of the Axis Small cap Fund:  

Every fund has certain obligation, such as management, marketing and maintenance. In order to bear these costs, they charge a certain amount of fees. That fee is called the expense ratio. Lower the fees, less the impact on the returns. The expense ratio of this fund is 0.63% in direct. One way to judge your expense is to compare it with peers. Let’s look at the expense ratio of another fund in the same category.  

Fund Name   Expense Ratio  
ICICI Pru Small Cap Fund   0.92% 
Tata Small Cap Fund   0.69% 
Invesco India Small Cap Fund   1% 
DSP Small Cap Fund   1.14% 
Nippon India Small cap Fund   1.25% 

 

Let’s look at the top holding of the firm: 
 

Company  Sector 
City Union Bank LTD  Banks  
NIIT Technologies LTD   Computer-software  
Galaxy Surfactants LTD   Chemicals 
MAX Financial Services LTD   NBFC 

 

Thinking about Investments. Click here to know what is the right investment for you

 

*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

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