Axis Small Cap Fund – Growth
The Axis Small Cap Fund is a growth-oriented mutual fund that invests primarily in small-cap shares, that are shares of corporations with small market capitalizations. The fund goals to attain long-term capital appreciation by investing in corporations which have the potential for prime development. As with all mutual funds, the worth of the fund’s shares will fluctuate based mostly on the efficiency of the underlying securities. It is very important word that Small cap funds are thought of to be high-risk high-return investments, and it is very important seek the advice of a monetary advisor earlier than investing in such funds.
Axis Small Cap Fund can also spend money on mid-cap shares, in addition to in different securities equivalent to bonds and cash market devices. The fund’s portfolio is diversified throughout numerous sectors and industries to unfold the danger. The fund can also make investments a portion of its property in corporations that aren’t listed on a inventory change.
About Axis Small Cap Fund
The fund’s efficiency will depend upon the efficiency of the underlying securities through which it invests. Small-cap shares are usually thought of to be extra unstable than bigger corporations, so the fund’s returns might fluctuate greater than these of different sorts of funds. It is necessary for buyers to grasp that the fund’s efficiency might differ from the broader market’s efficiency.
The fund is managed by skilled fund managers who use their experience and analysis to pick the shares that they consider will carry out nicely. They use a bottom-up stock-picking strategy and deal with corporations which have a sustainable enterprise mannequin, robust fundamentals, and a aggressive edge of their respective industries.
General, the Axis Small Cap Fund is appropriate for buyers with a high-risk tolerance and a long-term funding horizon. It is vital to keep in mind that mutual fund investments are topic to market dangers, learn all scheme associated paperwork fastidiously earlier than investing.
RETURNS (NAV as on thirteenth January, 2023) Axis Small Cap Fund
| Interval Invested for | ₹10000 Invested on | Newest Worth | Absolute Returns | Annualised Returns | Class Avg | Rank inside Class |
|---|---|---|---|---|---|---|
| 1 Week | 06-Jan-23 | 10064.80 | 0.65% | – | 0.39% | 7/35 |
| 1 Month | 13-Dec-22 | 9795.30 | -2.05% | – | -2.41% | 10/35 |
| 3 Month | 13-Oct-22 | 10095.20 | 0.95% | – | 0.71% | 14/34 |
| 6 Month | 13-Jul-22 | 11114.20 | 11.14% | – | 11.64% | 21/34 |
| YTD | 30-Dec-22 | 9978.00 | -0.22% | – | -0.00% | 22/35 |
| 1 12 months | 13-Jan-22 | 9976.50 | -0.24% | -0.24% | -2.28% | 14/34 |
| 2 12 months | 13-Jan-21 | 15544.70 | 55.45% | 24.68% | 26.57% | 20/33 |
| 3 12 months | 13-Jan-20 | 19449.90 | 94.50% | 24.80% | 27.11% | 21/30 |
| 5 12 months | 12-Jan-18 | 21463.70 | 114.64% | 16.48% | 9.59% | 2/18 |
| Since Inception | 29-Nov-13 | 63640.00 | 536.40% | 22.47% | 16.30% | 7/35 |
Returns Calculator Detailed Returns Evaluation
SIP RETURNS (NAV as on thirteenth January, 2023) Axis Small Cap Fund – Growth
| Interval Invested for | ₹1000 SIP Began on | Investments | Newest Worth | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 12 months | 13-Jan-22 | 12000 | 12576.57 | 4.8 % | 8.97 % |
| 2 12 months | 13-Jan-21 | 24000 | 27680.74 | 15.34 % | 14.34 % |
| 3 12 months | 13-Jan-20 | 36000 | 52384 | 45.51 % | 25.9 % |
| 5 12 months | 12-Jan-18 | 60000 | 107223.59 | 78.71 % | 23.4 % |
Funding Technique Axis Small Cap Fund – Growth
The Axis Small Cap Fund follows a growth-oriented funding technique, which signifies that it invests primarily in small-cap shares which have the potential for prime development. The fund managers use a bottom-up stock-picking strategy, analyzing the basics and financials of particular person corporations to establish these which are undervalued and have the potential for long-term development.
Along with small-cap shares, the fund can also spend money on mid-cap shares, bonds, and cash market devices to diversify its portfolio and unfold the danger. The fund’s portfolio is diversified throughout numerous sectors and industries to reduce the affect of any single sector or business’s efficiency on the general fund’s returns.
Threat and Return Axis Small Cap Fund – Growth
As with all mutual funds, the worth of the Axis Small Cap Fund’s shares will fluctuate based mostly on the efficiency of the underlying securities. Small-cap shares are usually thought of to be extra unstable than bigger corporations, so the fund’s returns might fluctuate greater than these of different sorts of funds. It is necessary for buyers to grasp that the fund’s efficiency might differ from the broader market’s efficiency.
The fund is taken into account to be a high-risk, high-return funding. The high-risk is as a result of small-cap nature of the fund, which can result in increased volatility in returns. Nonetheless, the high-return potential comes from the truth that small-cap shares have traditionally offered increased returns than bigger corporations over the long run.
It is vital to keep in mind that mutual fund investments are topic to market dangers, learn all scheme associated paperwork fastidiously earlier than investing. It’s all the time advisable to seek the advice of a monetary advisor earlier than making any funding selections.
Fund Administration Axis Small Cap Fund – Growth
The Axis Small Cap Fund is managed by skilled fund managers who use their experience and analysis to pick the shares that they consider will carry out nicely. They use a bottom-up stock-picking strategy and deal with corporations which have a sustainable enterprise mannequin, robust fundamentals, and a aggressive edge of their respective industries.
The fund managers constantly monitor the efficiency of the fund and make changes as vital to make sure that the fund’s portfolio aligns with the fund’s funding goal.
Conclusion Axis Small Cap Fund – Growth
The Axis Small Cap Fund is a growth-oriented mutual fund that invests primarily in small-cap shares which have the potential for prime development. The fund is appropriate for buyers with a high-risk tolerance and a long-term funding horizon. Nonetheless, it is vital to keep in mind that mutual fund investments are topic to market dangers, learn all scheme associated paperwork fastidiously earlier than investing. It’s all the time advisable to seek the advice of a monetary advisor earlier than making any funding selections.
Incessantly Requested Questions
- What’s the Axis Small Cap Fund? A The Axis Small Cap Fund is a growth-oriented mutual fund that invests primarily in small-cap shares, that are shares of corporations with small market capitalizations. The fund goals to attain long-term capital appreciation by investing in corporations which have the potential for prime development.
- What’s the funding technique of the Axis Small Cap Fund? The fund follows a growth-oriented funding technique, which signifies that it invests primarily in small-cap shares which have the potential for prime development. The fund managers use a bottom-up stock-picking strategy, analyzing the basics and financials of particular person corporations to establish these which are undervalued and have the potential for long-term development.
- What’s the threat and return potential of the Axis Small Cap Fund? The fund is taken into account to be a high-risk, high-return funding. The high-risk is as a result of small-cap nature of the fund, which can result in increased volatility in returns. Nonetheless, the high-return potential comes from the truth that small-cap shares have traditionally offered increased returns than bigger corporations over the long run.
- Who manages the Axis Small Cap Fund? The fund is managed by skilled fund managers who use their experience and analysis to pick the shares that they consider will carry out nicely. They use a bottom-up stock-picking strategy and deal with corporations which have a sustainable enterprise mannequin, robust fundamentals, and a aggressive edge of their respective industries.
- Who ought to spend money on the Axis Small Cap Fund? The Axis Small Cap Fund is appropriate for buyers with a high-risk tolerance and a long-term funding horizon. Nonetheless, it is vital to keep in mind that mutual fund investments are topic to market dangers, learn all scheme associated paperwork fastidiously earlier than investing. It’s all the time advisable to seek the advice of a monetary advisor earlier than making any funding selections.
