Small Cap Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
2%
Asset Size
9261.23 Cr.
(As of 30 Apr, 2022)
Benchmark
IISL Nifty Smallcap 250 TR INR
Riskometer
Investors understand that their principal will be at Risk.
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Fund manager
Anupam Tiwari
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹500
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Galaxy Surfactants Ltd
4.63%
Narayana Hrudayalaya Ltd
4.12%
Brigade Enterprises Ltd
3.79%
Fine Organic Industries Ltd Ordinary Shares
3.76%
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
This fund is rated 4 stars by Morning Star Ratings.
Axis Mutual Fund has grown strongly since the time it launched its first scheme in October 2009. The vision statement of Axis Mutual Fund has been to responsibly manage money and risks to help people feel financially secure and confident of a brighter and prosperous future. We attribute our success, thus far, to Axis Mutual Fund’s 3 founding principles
Our product, sales and service strategy is entirely guided by this. We, at Axis Mutual Fund, aim to provide quality financial and investment solutions to help customers feel financially secure and confident of a brighter and prosperous future. We lay a strong emphasis on risk management and planning. We encourage our investors and our partners to take a holistic view which extends beyond mere investing surpluses to investing with an underlying dream, aspiration or goal.
Investment Philosophy of Axis Mutual Fund: