Can I invest in SIP and Lumpsum in AXIS Small Cap Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in AXIS Small Cap Fund - Direct (G). Minimum lumpsum investment AXIS Small Cap Fund - Direct (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of AXIS Small Cap Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of AXIS Small Cap Fund - Direct (G) is AXIS Small Cap Fund - Direct (G) is ₹106.52 as on 2025-02-20.

Which are the biggest stock holdings of AXIS Small Cap Fund - Direct (G)?

The 5 biggest stock holdings of AXIS Small Cap Fund - Direct (G) are: Blue Star (3.32%), Brigade Enterpr. (3.12%), Krishna Institu. (2.83%), Chola Financial (2.48%), Kaynes Tech (2.14%)

What are the top sectors AXIS Small Cap Fund - Direct (G) invests in?

A majority of AXIS Small Cap Fund - Direct (G) 's AUM worth ₹23,139.08 (Cr) is invested in these 3 top sectors: Debt : 10.62% Chemicals & Petrochemical : 7.62% Finance : 6.78%

Mutual Funds
AXIS Small Cap Fund - Direct (G)

AXIS Small Cap Fund - Direct (G)

Small Cap Fund

Invest Now

NAV
106.52(0.62%)
Fund Size (CR)
₹23,139.08
Expense Ratio
0.56
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
23.37%

Absolute Return: -8.92%

Annualized Return: 0%

Basic Details

Scheme Manager

Tejas Sheth

Bench Mark

Nifty Smallcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	12 February 2025	9688.82	-3.11%	-	-3.22%	69/122
1 Month	17 January 2025	9040.91	-9.59%	-	-11.67%	12/118
3 Month	19 November 2024	9044.77	-9.55%	-	-12.58%	6/118
6 Month	19 August 2024	8946.92	-10.53%	-	-14.94%	10/114
1 Year	19 February 2024	10442.93	4.43%	4.43%	1.84%	28/110
3 Year	18 February 2022	15988.52	59.89%	16.93%	17.42%	53/96
5 Year	19 February 2020	28221.81	182.22%	23.06%	25.02%	56/84
Since Inception	29 November 2013	105860.00	958.60%	23.37%	16.79%	32/122

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	112373.38	-6.36%	-6.36%
3 Year	2 March 2022	3,60,000	452779.53	25.77%	7.94%
5 Year	2 March 2020	6,00,000	1049837.72	74.97%	11.84%
10 Year	2 March 2015	12,00,000	3610384.35	200.87%	11.64%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.85%

Standard Deviation

0.66%

Beta

0.84%

Sharpe Ratio

0.05%

Treynor's Ratio

3.24%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Blue Star	3.32%	4225731	768.05	Equity	Consumer Durables
Brigade Enterpr.	3.12%	6160189	721.39	Equity	Realty
Krishna Institu.	2.83%	10765235	655.82	Equity	Healthcare
Chola Financial	2.48%	3775733	573.46	Equity	Finance
Kaynes Tech	2.14%	1034527	495.78	Equity	Consumer Durables
CCL Products	1.87%	6944251	431.72	Equity	Plantation & Plantation Products
J B Chemicals &	1.84%	2414550	425.90	Equity	Pharmaceuticals
PB Fintech.	1.78%	2391676	412.99	Equity	IT - Software
Narayana Hrudaya	1.51%	2525796	350.37	Equity	Healthcare
JK Lakshmi Cem.	1.50%	4303358	346.03	Equity	Cement

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
AXIS Small Cap Fund - Direct (G)	23139.08	-9.59%	-9.55%	-10.53%	4.43%	16.93%
Motilal Oswal Small Cap Fund - Direct (G)	4061.82	-12.68%	-9.77%	-7.76%	17.07%	-
Motilal Oswal Small Cap Fund - Direct (IDCW)	4061.82	-12.68%	-9.77%	-7.76%	17.07%	-
Bandhan Small Cap Fund - Direct (G)	9236.21	-10.37%	-10.66%	-11.55%	12.34%	25.27%
Bandhan Small Cap Fund - Direct (IDCW)	9236.21	-10.37%	-10.66%	-11.55%	12.33%	25.17%
Invesco India Smallcap Fund - Direct (IDCW)	5904.85	-10.95%	-10.72%	-9.87%	9.41%	22.59%

News

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 20 February 2025

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Exit Load Structure
Axis Income Advantage Fund of Funds :	' If redeemed / switched-out within 3 months from the date of allotment: - For 10% of investment: Nil. For remaining investment: 0.5%. ' If redeemed/switched out after 3 months from the date of allotment: Nil	Nil

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Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Manager of the following schemes with effect from: 01 February, 2025

Change in Fund Manager of the Scheme:

Scheme Name	Existing Fund Manager(s)	Proposed Fund Manager
Axis Gold ETF	Mr. Aditya Pagaria	Mr. Aditya Pagaria, Mr. Pratik Tibrewal
Axis Silver ETF	Mr. Aditya Pagaria	Mr. Aditya Pagaria, Mr. Pratik Tibrewal
Axis Multi Asset Allocation Fund	Mr. Ashish Naik, Mr. Devang Shah, Mr. Hardik Shah, Mr. Aditya Pagaria, Ms. Krishnaa N (For Foreign Securities)	Mr. Ashish Naik, Mr. Devang Shah, Mr. Hardik Shah, Mr. Aditya Pagaria, Mr. Pratik Tibrewal, Ms. Krishnaa N (For Foreign Securities)
Axis Gold Fund	Mr. Aditya Pagaria	Mr. Aditya Pagaria, Mr. Pratik Tibrewal
Axis Silver Fund of Fund	Mr. Aditya Pagaria	Mr. Aditya Pagaria, Mr. Pratik Tibrewal

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Axis MF Announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes
Axis Mutual Fund has announced 17 January 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the IDCW option of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Axis Midcap Fund ' Regular Plan ' IDCW Option: 3.59
Axis Midcap Fund ' Direct Plan ' IDCW Option: 4.72
Axis Small Cap Fund ' Regular Plan ' IDCW Option: 4.03
Axis Small Cap Fund ' Direct Plan ' IDCW Option: 4.69
Axis Bluechip Fund ' Regular Plan ' IDCW Option: 0.96
Axis Bluechip Fund ' Direct Plan ' IDCW Option: 1.36
Axis ELSS Tax Saver Fund ' Regular Plan ' IDCW Option: 2.15
Axis ELSS Tax Saver Fund ' Direct Plan ' IDCW Option: 4.57
Axis Focused Fund ' Regular Plan ' IDCW Option: 1.64
Axis Focused Fund ' Direct Plan ' IDCW Option: 2.91
Axis Growth Opportunities Fund ' Regular Plan ' IDCW Option: 1.50
Axis Growth Opportunities Fund ' Direct Plan ' IDCW Option: 1.90
Axis Value Fund ' Regular Plan ' IDCW Option: 1.47
Axis Value Fund ' Direct Plan ' IDCW Option: 1.54
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Fund House Details & Investment Objective

Date of Incorporation

11 November 2013

Total AUM (Cr)

₹23139.08

AXIS Small Cap Fund - Direct (G) is an Small Cap Fund-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in 11 November 2013, this fund is managed by Tejas Sheth. With assets under management (AUM) worth ₹23,139.08 (Cr), as of 20 February 2025, AXIS Small Cap Fund - Direct (G) is categorized as a Small Cap Fund within its segment. The fund has generated a return of 23.37% since its launch.
The current NAV of AXIS Small Cap Fund - Direct (G) is ₹106.52, as on 20 February 2025. The fund's benchmark index is Nifty Smallcap 250 TRI. You can invest in AXIS Small Cap Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment. The fund has generated 16.93% and 23.06% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 87.55% in Equity, 10.62% in Debt and 1.86% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 10.62% in Debt, 7.62% in Chemicals & Petrochemical, 6.78% in Finance, 6.58% in Auto Components, 6.57% in Healthcare Services

FAQs

How to Invest in AXIS Small Cap Fund - Direct (G) Direct Growth?

AXIS Small Cap Fund - Direct (G) is a popular fund in the Small Cap Fund segment. The fund has generated a return of 23.37% since inception. Looking to invest in AXIS Small Cap Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in AXIS Small Cap Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, AXIS Small Cap Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in AXIS Small Cap Fund - Direct (G) today and reap the benefits of this Small Cap Fund fund!

How much returns has AXIS Small Cap Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, AXIS Small Cap Fund - Direct (G) has generated annualised return of 4.43%. In the long-term, the fund has generated 16.93% and 23.06% in 3 and 5 years respectively. Since its inception, the fund has generated 23.37% returns.

What is the expense ratio of AXIS Small Cap Fund - Direct (G) Direct Growth?

The expense ratio of AXIS Small Cap Fund - Direct (G) Direct Growth is 0.56%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of AXIS Small Cap Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of AXIS Small Cap Fund - Direct (G) is ₹23,139.08 (Cr) as of 2025-02-20 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from AXIS Small Cap Fund - Direct (G) Direct Growth?

Redeeming or selling units of AXIS Small Cap Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from AXIS Small Cap Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case AXIS Small Cap Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).