February 22, 2020 / M. Pattabiraman / @pattufreefincal / 1 Comment. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Published: February 22, 2020 at 11:37 am. CASH. The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. Axis Small Cap Fund (G) has a score of 4 on a scale of 5. Dashboard . Higher the value means, fund has been able to give better returns for the amount of risk taken. Minimum SIP Investment is set to 500. 22.9%. As compared to the other funds in its category, Axis Small Cap Fund (G) has a score of 4 out of 5. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. Watch Queue Queue. As an investor you do not need to pay any additional fees to purchase any of these options. Change in % OF TOTAL HOLDINGS and change in QUANTITY values may differ as amount fund is managing keeps changing based on inflow/outflow of investor money and stock price changes. Hey ! Axis Small cap vs HDFC Small Cap. Should I invest in smallcap fund now. Hello Friends, In this video i have done a comparison of "Axis Focused 25 Fund & Parag Parikh Long Term Equity Fund" these are the top funds in the Multi Cap … Ashish Naik is the Current Fund Manager of Axis Small Cap Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹3,632 Cr and the Latest NAV as of 22 Jan 2021 is ₹26.96. Continue. About Axis Small Cap Fund. Find detailed report in terms of 52 week high/low, charts, news, scheme details, peer scheme comparison, dividend history, return calculator and more. An open-ended equity scheme, predominantly investing in small cap stocks, Axis Small Cap Fund is focused at generating alpha with a diversified portfolio of stocks.The fund follows a bottoms up approach to invest in small cap companies while identifying long term businesses. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). Learn about Axis Small Cap Fund Regular Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet Copyright © e-Eighteen.com Ltd. All rights reserved. Small cap funds are equity funds, which invest at least 65% of their assets in equity and equity related investments of small cap companies. This table shows list of stock/bond investments. Should I invest in AXIS SMALLCAP FUND DIRECT GROWTH. Multi Cap Fund : Multi Cap Fund : Fund has 98.03% investment in indian stocks of which 79.12% is in large cap stocks, 5.46% is in mid cap stocks, 1.7% in small cap stocks. Regular funds have higher expense ratio and direct funds have lower expense ratio. Understand and compare data with category ratios. Axis Small Cap Fund - Regular Plan: Check Axis Small Cap Fund - Regular Plan Review on The Economic Times. (I.e. How to achieve this? › Axis Small Cap Fund Regular-Growth Fund Information. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. Knowledge Center . Yes, Axis Small Cap Fund Aum went up from 1542 Crores in Dec 2019 to 2084 Crores in Jan 2020! Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. It has an AUM of ₹ 3,631.90 Crores and the latest NAV decalared is ₹ 44.660 as on 14 Jan 2021 at 11:32 am. According to the SEBI regulations, small cap companies are those ranked below top 250 th companies in terms of market capitalization. Invest in Axis Small Cap Fund … Axis Small Cap Fund - Direct Plan 5 Value Research 22335 8799-22335 Axis Mutual Fund The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies. There are many reputed funds with track record and credibility? Axis Small Cap Fund - Regular Plan: Check Axis Small Cap Fund - Regular Plan Review on The Economic Times. SBI Small Cap Fund 4 Value Research 10603 25-10603 SBI Mutual Fund The scheme seeks to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies. Manage your account . Until I stop ₹ Minimum Lumpsum amount is ₹ 5000. Axis Small Cap Fund Direct - Growth is a Equity mutual fund scheme from Axis Mutual Fund.This scheme was launched on 29 Nov 2013 and is currently managed by its fund manager Anupam Tiwari.It has an AUM of ₹3,631.90 Crores and the latest NAV decalared is ₹44.450 as on 21 Jan 2021 at 4:24 am. 2, Motilal oswal Nasdaq 100 FOF or Franklin US feeder fund or PGIM global opportunity fund or ICICI pru US blue chip fund, Can someone explain why all Corporate Bond Mutual Funds are going down? If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. It has given a commendable 12.94% annual returns in the last three years. EQUITY SMALL CAP. ⭐Join millions of users who are using Groww as their preferred stock investing & mutual fund investing app. Large Cap Fund : Large Cap Fund : Fund has 97.92% investment in indian stocks of which 86.1% is in large cap stocks, 1.5% is in mid cap stocks. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. What is a Small Cap Fund? While … Shreyash Devalkar is the Current Fund Manager of Axis Midcap Fund Growth fund.The fund currently has an Asset Under Management (AUM) of ₹ 6,949 Cr and the Latest NAV as of 26 Nov 2020 is ₹ 46.79. 13.6%. Ratios calculated on daily returns for last 3 years (Updated as on 31st December, 2020), Out of 53 mutual fund schemes offered by this AMC, View more. My Transactions. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. Minimum Lumpsum Investment is 5000. View more Axis Small Cap Fund (G) : Explore Axis Small Cap Fund for Information, Get Updates on Latest NAV, Returns, Performance & Portfolio of Axis Small Cap Fund (G). Ashish Naik is the Current Fund Manager of Axis Small Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,632 Cr and the Latest NAV as of 21 Jan 2021 is ₹44.09. 2. Systematic Plans . Small Cap Fund :Small Cap Fund : Fund has 93.67% investment in indian stocks of which , 14.42% is in mid cap stocks, 71.56% in small cap stocks. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. | Lower value indicates more predictable performance. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for very high returns. There are many reputed funds with track record and credibility? The fund scores 3 out of 5 based on historical performance. Graph 1: Growth of Rs 10,000 if invested in Axis Smallcap Fund 5 years ago Is it right time to invest in smallcap fund. You will be allocated number of units based on this price. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. You can read more about ranking methodology. This video is unavailable. Download … Colony, 1A Koramangala, 560034. Benchmarks . 3 is/are ranked 5 * , SIP LUMPSUM. Planning & Solutions . or medium without express writtern permission of moneycontrol.com is prohibited. Is it right time to invest in smallcap fund. At the same time, these investors should also be ready for possibility of higher losses in their investments. 8.17 % 3 Yrs CAGR … PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth. Check fund latest NAV, Performance, Fund Peers, portfolio, recommendations. Get latest updates on Top Holdings, NAV, Mutual Fund Risk Return Analysis, Fund Manager Details, Comparision with other peers and Portfolio Allocation of AXIS Small Cap Fund Growth Option Direct Plan Axis Small Cap Fund Direct-Growth. 2, any reason for PGIM Balanced fund only? Reproduction of news articles, photos, videos or any other content in whole or in part in any form 3Y Returns. Invest in this Scheme. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. NAV as on 12 Nov 2020 34.8600 0.31 (0.90%) Fund Asset Allocation (VALUE IN %) Loading... ASSET CLASS. With Investica, grow your wealth in mutual funds as we enable you to buy Axis Small Cap Fund Growth online.We help you understand all the important details to Invest in Axis Small Cap Fund Growth Scheme such as its Value, NAV, AUM, Performance, Exit Load, etc. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Axis Equity Saver Fund Direct Dividend Monthly, Axis Equity Saver Fund Regular Dividend Monthly, Axis Equity Saver Fund Direct Dividend Quarterly, Axis Equity Saver Fund Regular Dividend Quarterly, Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct Dividend, Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct Growth, Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular Growth, Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular Growth, Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular Dividend, Axis Emerging Opportunities Fund Series 2 (1400 Days) Direct Growth, Axis Dynamic Equity Fund Direct Dividend, Axis Dynamic Equity Fund Regular Growth, Axis Dynamic Equity Fund Regular Dividend, Axis Capital Builder Fund Series 1 (1540 Days) Regular Growth, Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth, Axis Capital Builder Fund Series 1 (1540 Days) Regular Dividend, Axis Capital Builder Fund Series 4 (1582 Days) Direct Growth, Axis Capital Builder Fund Series 4 (1582 Days) Regular Growth, Axis Capital Builder Fund Series 4 (1582 Days) Regular Dividend, Axis Growth Opportunities Fund Direct Dividend, Axis Growth Opportunities Fund Direct Growth, Axis Growth Opportunities Fund Regular Dividend, Axis Growth Opportunities Fund Regular Growth, Axis Retirement Savings Fund Aggressive Plan Direct Dividend, Axis Retirement Savings Fund Aggressive Plan Regular Growth, Axis Retirement Savings Fund Aggressive Plan Direct Growth, Axis Retirement Savings Fund Dynamic Plan Direct Growth, Axis Retirement Savings Fund Dynamic Plan Regular Growth, Axis Retirement Savings Fund Conservative Plan Direct Growth, Axis Retirement Savings Fund Conservative Plan Regular Growth, Axis Global Equity Alpha Fund of Fund Direct Growth, Axis Global Equity Alpha Fund of Fund Regular Growth, Axis Global Equity Alpha Fund of Fund Direct Dividend. 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