Axis Small Cap Fund(IDCW)-Direct Plan

40.65 -0.40 (-0.97%) NAV as on 17-Sep-21
Fund Family:Axis Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return18.4436.3175.8229.9322.8126.87
Category Avg14.7834.0580.0721.6322.8124.79
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX12.7918.5051.4016.2315.59-
NIFTY12.0719.4552.7015.6214.90-
NIFTYSMALL11.7030.6979.2713.3911.57-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202119.33NANA11.93
202015.5119.7318.91-24.24
20196.223.926.333.01
2018-4.15-1.714.85-6.80
20174.941.9515.6613.02
201610.356.34-3.63-7.03

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202024.585723121.47
201920.921242-9.53
2018-7.94178271-29.08
201739.859826057.3
20165.131232342.26

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Small Cap Fund(G)125.4408-Jan-97111.9935.4221.9311.27
Kotak Small Cap Fund(G)159.0325-Feb-0595.6929.0520.718.23
Axis Small Cap Fund-Reg(G)58.7029-Nov-1872.9528.8621.6825.62
Sundaram Emerging Small Cap-Sr-VI-Reg(G)19.3907-Sep-1887.1224.85-24.73
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.9538
Semi Standard Deviation [%]0.6206
Beta [%]0.5672
Sharp Ratio [%]1.2467
R-Square [%]0.6586
Expense Ratio [%]0.3900
AVG Ratio [%]0.1675
Other Ratios
Jenson Ratio [%]0.1280
Treynor Ratio [%]0.3823
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1342
SORTINO Ratio [%]0.2523

Return Calculator

MARKET STATS As on 20/09/2021 As on 20/09/2021

17396.90 (-1.07) 58490.93 (-0.89)

TOP GAINERS

Company Price Change Gain (%)
HLE Glascoat6206.001030.8019.92
Blue Chip India0.350.0516.67

TOP LOSERS

Company Price Change Loss (%)
BLS Internatl.Serv274.40-30.45-9.99
Easy Trip Planners597.50-64.85-9.79

Portfolio Comparison

MUTUAL FUND ACTIVITY