Axis Small Cap Fund-Reg(G)

30.61 0.23 (0.76%) NAV as on 10-Aug-20
Fund Family:Axis Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return18.87-13.118.287.598.1818.17
Category Avg28.04-7.537.97-1.578.188.73
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX20.67-6.831.606.596.32-
NIFTY21.82-6.331.444.705.74-
NIFTYSMALL36.84-13.38-2.73-9.29-1.76-

* 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
202014.99NANA-24.58
20195.933.525.912.79
2018-4.41-1.984.59-7.08
20174.701.6315.3512.69
201610.036.01-3.87-7.26
2015-0.732.155.342.73

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
201919.381241-9.53
2018-8.94176270-29.08
201738.319826057.3
20163.991232342.26
20159.73352267.21

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Small Cap Fund-Reg(G)30.6129-Nov-188.287.598.1818.17
SBI Small Cap Fund-Reg(G)53.9011-Sep-0912.326.7210.3416.67
Quant Small Cap Fund(G)55.0208-Jan-9740.892.925.097.94
Nippon India Small Cap Fund(G)38.6016-Sep-108.541.627.3914.61
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]27.9620
Semi Standard Deviation [%]1.4131
Beta [%]0.6066
Sharp Ratio [%]0.1293
R-Square [%]0.8380
Expense Ratio [%]2.0500
AVG Ratio [%]0.0403
Other Ratios
Jenson Ratio [%]0.0238
Treynor Ratio [%]0.0686
Turnover Ratio [%]0.1500
FAMA Ratio [%]0.0250
SORTINO Ratio [%]0.0208

Return Calculator

MARKET STATS As on 10/08/2020 As on 10/08/2020

11270.15 (0.50) 38182.08 (0.37)

TOP GAINERS

Company Price Change Gain (%)
Neulands Global Inds0.250.0525.00
Bharat Gears58.209.7020.00

TOP LOSERS

Company Price Change Loss (%)
Blue Chip India0.10-0.05-33.33
ATN International0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY