AXIS Small Cap Fund (G) Mutual fund

AXIS Small Cap Fund (G)

Q: How to Invest in AXIS Small Cap Fund (G) through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is AXIS Small Cap Fund (G) good?

The AXIS Small Cap Fund (G) has an AUM of ₹23952.33 Cr as on 12/2/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 24.02%. The risk is Very High against the category average of 90.77.

Q: Is AXIS Small Cap Fund (G) tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of AXIS Small Cap Fund (G)?

There is no lock-in period applicable on AXIS Small Cap Fund (G).

Q: What is the expense ratio of AXIS Small Cap Fund (G)?

The expense ratio of AXIS Small Cap Fund (G) is 1.6%.

Equity

●

Small Cap

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Fund Details

Current NAV

₹107.64

Expense Ratio

1.6%

Min SIP

₹100

Fund Size

₹23952Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.

Fund Performance

Alpha

2.65%

Beta

0.65

Sharpe Ratio

1.1145

Risk

12.38%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

AXIS Small Cap Fund (G) FAQs

Q1. How to Invest in AXIS Small Cap Fund (G) through Rupeezy?

Q2. Is AXIS Small Cap Fund (G) good?

Q3. Is AXIS Small Cap Fund (G) tax free?

Q4. What is the lock-in period of AXIS Small Cap Fund (G)?

Q5. What is the expense ratio of AXIS Small Cap Fund (G)?

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