If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. This scheme was made available to investors on 29 Nov 2013. The Axis Small Cap Fund Direct Growth is rated Moderately High risk. Axis Small Cap Fund Direct Growth Add To Compare 44.160 (1.798%) NAV on January 19, 2021. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? 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View & analyze the 0P00011MAX fund chart by total assets, risk rating, Min. View more. 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. Nippon India Small Cap Fund, any idea about buy & sell? Regular funds have higher expense ratio and direct funds have lower expense ratio. 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. or medium without express writtern permission of moneycontrol.com is prohibited. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? and 31 schemes are not ranked. 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. At the same time, these investors should also be ready for possibility of higher losses in their investments. Invest online in Axis Small Cap Fund-Reg(G) with FundsIndia. Karvy House, No. Exit Load. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. However both have different expense ratios. Higher the value means, fund has been able to give better returns for the amount of risk taken. 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. The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies. This number represents how much money has been invested in these funds. Get information about the top portfolio holding of the Axis Small Cap Fund Direct Growth (0P00011MAX) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset allocation. call me for more details at 9833778887 (mutual fund distributor), is it good to invest in pgim balanced fund and can it beat nifty 50 index There are many reputed funds with track record and credibility? call me for more details at 9833778887 (mutual fund distributor) Nippon India Small Cap Fund, any idea about buy & sell? View more Axis Small Cap Fund - Regular Plan 5 Value Research 22333 8799-22333 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. Axis Small Cap Fund - Direct Plan - Growth. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Axis Small Cap Fund - Regular Plan - Growth Nifty Smallcap 100 TRI (Benchmark) Nifty 50 TRI (Additional Benchmark) Axis Small Cap Fund - Regular Plan - Growth Nifty Smallcap 100 TRI Index ` 30,310 `18,683 30th September 2019 10,000 29th November 2013 ` Axis Small Cap Fund endeavours to invest primarily in high conviction small cap stocks. Returns. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1.0 indicates the fund has beaten the nifty returns by 1%, so the higher the alpha, the better. Mid Growth. Webinar Presented by Knowlarity & Freshworks, BOI AXA Small Cap Fund - Direct Plan - Growth, Canara Robeco Small Cap Fund - Direct Plan - Growth, Principal Small Cap Fund - Direct Plan - Growth, Kotak Small Cap Fund - Direct Plan - Growth, Edelweiss Small Cap Fund - Direct Plan - Growth, DSP Small Cap Fund - Direct Plan - Growth, Union Small Cap Fund - Direct Plan - Growth, Nippon India Small Cap Fund - Direct Plan - Growth, HSBC Small Cap Equity Fund - Direct Plan - Growth, Axis Long Term Equity Fund - Direct Plan - Growth, Axis Bluechip Fund - Direct Plan - Growth, Axis Banking & PSU Debt Fund - Direct Plan - Growth, Axis Short Term Fund - Direct Plan - Growth, Axis Focused 25 Fund - Direct Plan - Growth, Axis Treasury Advantage Fund - Direct Plan - Growth, Axis Multicap Fund - Direct Plan - Growth, Axis Overnight Fund - Direct Plan - Growth, What 3 strategies according to Axis MF can be good for market, See better returns from fixed income in 12-mths: Axis MF, Indian equity performance to continue: Experts, Axis Mutual Fund appoints Chandresh Nigam as MD & CEO. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Minimum SIP Investment is set to 500. It has an AUM of ₹ 3,631.90 Crores and the latest NAV decalared is ₹ … About Axis Small Cap Fund. Sharpe ratio indicates how much risk was taken to generate the returns. 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. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. If number of stars are higher then relative performance was better. 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. You will now receive notification when someone reply to this message. How to achieve this? Axis Small Cap Fund Direct - Growth is a Equity mutual fund scheme from Axis Mutual Fund. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. Is Hdfc Small cap Fund good. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for very high returns. 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). 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 22 Jan 2021 is ₹43.48. Learn about Axis Small Cap Fund Direct Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet | Since direct growth plan still saves around 0.75% and any beginner could start in mutual funds, why people still look forward to regular plan instead of growth … Shreyash Devalkar is the Current Fund Manager of Axis Midcap Direct Plan Growth fund.The fund currently has an Asset Under Management (AUM) of ₹ 8,515 Cr and the Latest NAV as of 19 Jan 2021 is ₹ 56.23. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. You will be allocated number of units based on this price. Exit load of 1% for investments beyond 10% if redeemed within 12 months, Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025. It is helpful but I still have a question. Axis Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. Last Dividend was in 2016.... waiting now Regular Direct. Turnover Ratio 18.00%. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. View more. axis Small Cap vs good. Axis Midcap Fund - Direct Plan - Growth is offered by Axis Mutual Fund, and the fund house is managed by Axis Asset Management Company Limited. 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. If the fund size is too small than fund may not get enough resources to put into research and management. Ratios calculated on daily returns for last 3 years (Updated as on 31st December, 2020), Out of 47 mutual fund schemes offered by this AMC, Reproduction of news articles, photos, videos or any other content in whole or in part in any form 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. This difference is because of commission paid to broker/distributor. Exit load of 1% for investments beyond 10% if redeemed within 12 months. Invest online in Axis Midcap Direct Plan-Growth with ETMONEY. Axis Midcap Fund - Direct Plan - Growth is an open-ended equity scheme that makes investments primarily in mid cap stocks. Fund price for Axis Small Cap Fund Direct Growth along with Morningstar ratings and research, long term fund performance and charts After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. NAV is nothing but the unit price for the fund. 3 is/are ranked 5 * , If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. 1M: 5.37% Total Assets 3,632 cr. 3 is/are ranked 4 * , The scheme makes investments in a portfolio consisting of mid cap stocks. Lower expense ratio leads to higher returns for investors. can any one suggest for monthly dividend payout scheme in MF VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. 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. investment, market cap and category. Category : Small Cap Fund. Axis Small Cap Fund - Direct Plan - Rediff Money - India's leading finance site for latest share prices, mutual funds, nifty futures and options, graphs, expert stock Calls and share market updates 2, any reason for PGIM Balanced fund only? Check Axis Small Cap Fund(G)-Direct Plan performance and growth chart, quaterly and annual fund returns and complete track record of Axis Small Cap Fund(G)-Direct Plan at FinancialExpress.com If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. QUANTITY column value displays how many shares owned by particular fund. Axis Small Cap Fund - Direct Plan - Get complete details of Axis Small Cap Fund - Direct Plan NAV history, performance, dividends, portfolio holdings at Goodreturns. This is the annual fees, fund charges you to manage your money. fund manager held stocks/bonds in the portfolio for longer duration than peers). | Find our live Axis Small Cap Fund Direct Growth fund basic information. Find out Axis Small Cap Fund - Direct Plan asset allocation, Axis Small Cap Fund - Direct Plan NAV range, Axis Small Cap Fund - Direct Plan performance, returns and more. You can read more about ranking methodology. Returns are taxed at 15%, if you redeem before one year. Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. 9.87% Return 3Y. Get latest nav, returns, performance & portfolio of Axis Small Cap Fund-Reg(G). Investment StyleBox . Quant Small Cap Fund-Growth Option-Direct Plan You will see 5 scale risk meter with one scale selected. Expense Ratio 0.40%. Minimum Lumpsum Investment is 5000. 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