About Axis Small Cap Fund
The Axis Small Cap Fund is a renowned open-ended equity scheme from Axis Mutual Fund, designed to capitalize on the potential of small-cap companies. Launched in 2013 by Axis Mutual Funds, this fund invests primarily in small-cap stocks, which are companies with a market capitalization of Rs. 500 crores or less. By investing in this fund, you can benefit from the potential for significant long-term capital appreciation, as small-cap companies often exhibit robust growth prospects.
This Fund is a top-performing mutual fund in its category, known for its experienced fund management team and strategic investment approach. The fund’s investment objective is to generate long-term returns through a diversified portfolio of small-cap stocks. If you’re seeking to diversify your investment portfolio and capture the growth potential of small-cap companies, this fund is an excellent choice.
Why Invest in Axis Small Cap Fund Now?
It is a top-performing mutual fund that offers investors a unique opportunity to capitalize on the growth potential of small-cap companies in India. This fund employs a bottom-up approach to investing, focusing on identifying promising businesses with long-term growth prospects. By diversifying its portfolio across a range of small-cap stocks, this fund aims to generate superior returns while managing risk effectively.
One of the key advantages of investing in this fund is its ability to navigate volatile market conditions. The fund’s experienced investment team carefully selects stocks based on their risk-reward profile, minimizing the impact of market fluctuations. This approach makes Axis Small Cap Fund suitable for investors who have a long-term investment horizon of 5 years or more and are willing to tolerate short-term volatility.
If you’re looking to invest in the fund, it’s important to consider the suggested investment horizon of >3 years. This timeframe allows the fund to demonstrate its long-term performance potential and reduce downside risk. By investing for the recommended horizon, you can increase your chances of achieving consistent returns. Benefiting from the growth of small-cap companies in India.
Trailing and Rolling Returns of the Fund
Understanding the performance of a mutual fund is crucial before investing. The trailing and rolling returns of the Axis Small Cap Fund provide valuable insights. Into its historical performance and ability to generate consistent returns over different periods. By analyzing these metrics, investors can assess the fund’s risk-adjusted returns and make informed decisions about their investment strategy.
(NAV as on 21st August, 2024)
Performance of Axis Small Cap Fund
This fund is an equity mutual fund that primarily invests in small-cap companies. This means that the fund’s performance is directly linked to the overall performance of the small-cap market. When small-cap stocks are doing well, this fund is likely to outperform, and vice versa.
The fund’s investment strategy involves identifying and investing in small-cap companies that have strong growth potential and are capable of delivering long-term returns. The fund manager carefully selects stocks based on various factors, including company fundamentals, industry trends, and market valuations.
It’s important to note that Axis Small Cap Fund is a volatile investment. Small-cap stocks can experience significant price fluctuations, so investors should be prepared for potential ups and downs. However, for those with a long-term investment horizon, this fund can offer the opportunity to participate in the growth of small-cap companies and potentially generate substantial returns.
Portfolio Allocation
With a portfolio turnover ratio of 37.00%, Axis Small Cap Fund demonstrates a lower turnover rate compared to the category average of 62.24%.
This indicates that the fund manager tends to hold stocks and bonds in the portfolio for a longer duration than its peers. This approach can potentially lead to more stable returns and reduced transaction costs, benefiting investors in the long run.
Here are the core holdings that drive the performance of the fund-
Fund Managers of Axis Small Cap Fund
Axis Small Cap Fund, a top-performing mutual fund, is directed by a seasoned duo of fund managers – Tejas Sheth and Mayank Hyanki. Mr. Sheth, with his extensive experience across various financial institutions, brings a valuable perspective to the fund’s investment strategy. Mayank Hyanki, with his strong academic background in finance and experience at leading asset management companies, complements this expertise. Together, they leverage their combined knowledge and insights to navigate the dynamic small-cap market. Identifying promising investment opportunities for the fund.
Conclusion
This fund is on the list of Top Mutual Funds in India, that offer investors a compelling opportunity to capitalize on the growth potential of small-cap companies.
Its proven track record, experienced fund management. Focus on identifying promising businesses make it a suitable choice for those seeking long-term returns.
By understanding the fund’s investment strategy, performance metrics, and portfolio composition. You can confidently determine if Axis Small Cap Fund aligns with your investment goals and risk tolerance.
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Conclusion
Axis Small Cap Fund offers investors a strong avenue to tap into the growth potential of small-cap companies. With a focused investment strategy and an experienced fund management team. The fund aims to deliver long-term capital appreciation by carefully selecting high-growth stocks with promising prospects.
While small-cap investments can be volatile in the short term, the fund’s bottom-up approach and commitment to risk management. Make it suitable for investors with a long-term horizon.
With a recommended investment period of at least 3 to 5 years. The fund can navigate market fluctuations and deliver consistent returns over time.
For investors looking to diversify their portfolio and capitalize on the potential of India’s small-cap sector, the Axis Small Cap Fund is an attractive option.
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