Treynor's ratio indicates how much excess return was generated for each unit of risk taken. Nippon India Small Cap Fund, any idea about buy & sell? Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Fund price for Axis Small Cap Fund Direct Growth along with Morningstar ratings and research, long term fund performance and charts AXIS Small Cap Fund - Direct Plan: Snapshot enables you to decide, if it is a right Fund for you based on Underlying Asset Quality, Past Returns Performance (CAGR), Potential Upside NAV, Rolling Return, Expense Ratio, Cap-Quality Analysis, Cap-Valuation Analysis, FAQ. 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 … Higher the value means, fund has been able to give better returns for the amount of risk taken. Fund House : Axis Mutual Fund. Go. However both have different expense ratios. The Axis Midcap Direct Plan Growth is rated Moderately High risk. 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. 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. Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie ₹100 in our example) and based on difference, you need to adjust amount. You can read more about ranking methodology. Total Assets 3,632 cr. Launched on 2013-12-05, Axis Small Cap Fund Direct Growth (Direct plan) is a Small-Cap mutual fund from Axis Asset Management Company Limited. 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 Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for very high returns. Can anyone suggest good international mutual fund to invest? Regular funds have higher expense ratio and direct funds have lower expense ratio. 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, 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. Exit Load. Know all about Axis Small Cap Fund(G)-Direct Plan mutual fund investment. Category : Small Cap Fund. 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 21 Jan 2021 is ₹ 44.09 . It has an AUM of ₹ 3,631.90 Crores and the latest NAV decalared is ₹ … After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. View more, can any one suggest for monthly dividend payout scheme in MF. and 31 schemes are not ranked. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. 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. I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. You will see 5 scale risk meter with one scale selected. QUANTITY column value displays how many shares owned by particular fund. How to achieve this? If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. Axis Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. 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 beta of returns. 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 it right time to invest in smallcap fund. View more If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. View more 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. Prior to joining Axis Mutual Fund he was associated with Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010). This scheme was made available to investors on 29 Nov 2013 . VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. 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. ` Axis Small Cap Fund endeavours to invest primarily in high conviction small cap stocks. 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 14.0% Return 5Y. Axis Small Cap Fund - Direct Plan - Growth. Sharpe ratio indicates how much risk was taken to generate the returns. Axis Midcap Fund - Direct Plan - Growth is offered by Axis Mutual Fund, and the fund house is managed by Axis Asset Management Company Limited. Investment StyleBox . There are many reputed funds with track record and credibility? Axis Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. Returns are taxed at 15%, if you redeem before one year. Small Cap Fund : Small Cap Fund : Fund has 93.67% investment in indian stocks of which , 14.42% is in mid cap stocks, 71.56% in small cap stocks. See more about AMC, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Reproduction of news articles, photos, videos or any other content in whole or in part in any form Expense Ratio 0.40%. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. 2, any reason for PGIM Balanced fund only? can any one suggest for monthly dividend payout scheme in MF (I.e. Axis Small Cap Fund - Direct Plan - Growth 12.33% Return 1Y. Higher the value means, fund has been able to give better returns for the amount of risk taken. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. Pages Other Brand Website Personal Blog Mutual fund gossips Videos Should I invest in smallcap fund. 1.00% if redeemed within 12 Months 0.00% if redeemed after 12 Months. Turnover Ratio 18.00%. However if right most red scale is selected, then there is high risk of negative returns on your investment. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. The Axis Small Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. The scheme makes investments in a portfolio consisting of mid cap stocks. axis Small Cap vs good. 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. 3 is/are ranked 5 * , So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Get latest nav, returns, performance & portfolio of Axis Small Cap Fund-Reg(G). You will now receive notification when someone reply to this message. 2, is it good to invest in pgim balanced fund and can it beat nifty 50 index, Can anyone suggest good international mutual fund to invest? About Axis Small Cap Fund. call me for more details at 9833778887 (mutual fund distributor) Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. 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 | Nippon India Small Cap Fund, any idea about buy & sell? VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Minimum SIP Investment is set to 500. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. This table shows list of stock/bond investments. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. 8 is/are ranked 3 * , Quant Small Cap Fund-Growth Option-Direct Plan This includes investment in both regular and direct plans and across all growth and dividend options. 1M: 5.37% You will be allocated number of units based on this price. 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. Small Cap Fund :Small Cap Fund : Fund has 93.67% investment in indian stocks of which , 14.42% is in mid cap stocks, 71.56% in small cap stocks. View & analyze the 0P00011MAX fund chart by total assets, risk rating, Min. 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. Karvy House, No. Copyright © e-Eighteen.com Ltd. All rights reserved. Axis Small Cap Fund-Reg(G). Axis Small Cap Fund - Direct Plan - Get complete details of Axis Small Cap Fund - Direct Plan NAV history, performance, dividends, portfolio holdings at Goodreturns. View more. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. Minimum Lumpsum Investment is 5000. At the same time, these investors should also be ready for possibility of higher losses in their investments. Last Dividend was in 2016.... waiting now Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. 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. Invest online in Axis Midcap Direct Plan-Growth with ETMONEY. investment, market cap and category. If number of stars are higher then relative performance was better. This difference is because of commission paid to broker/distributor. Lower value indicates more predictable performance. 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. This number represents how much money has been invested in these funds. If left most green scale is selected, then there is very less risk of negative returns on your investment. 9.87% Return 3Y. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Axis Equity Saver Fund Direct Dividend Monthly, Axis Equity Saver Fund Regular Dividend Monthly, Axis Equity Saver Fund Direct Dividend Quarterly, Axis Equity Saver Fund Regular Dividend Quarterly, Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct Dividend, Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct Growth, Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular Growth, Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular Growth, Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular Dividend, Axis Emerging Opportunities Fund Series 2 (1400 Days) Direct Growth, Axis Dynamic Equity Fund Direct Dividend, Axis Dynamic Equity Fund Regular Growth, Axis Dynamic Equity Fund Regular Dividend, Axis Capital Builder Fund Series 1 (1540 Days) Regular Growth, Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth, Axis Capital Builder Fund Series 1 (1540 Days) Regular Dividend, Axis Capital Builder Fund Series 4 (1582 Days) Direct Growth, Axis Capital Builder Fund Series 4 (1582 Days) Regular Growth, Axis Capital Builder Fund Series 4 (1582 Days) Regular Dividend, Axis Growth Opportunities Fund Direct Dividend, Axis Growth Opportunities Fund Direct Growth, Axis Growth Opportunities Fund Regular Dividend, Axis Growth Opportunities Fund Regular Growth, Axis Retirement Savings Fund Aggressive Plan Direct Dividend, Axis Retirement Savings Fund Aggressive Plan Regular Growth, Axis Retirement Savings Fund Aggressive Plan Direct Growth, Axis Retirement Savings Fund Dynamic Plan Direct Growth, Axis Retirement Savings Fund Dynamic Plan Regular Growth, Axis Retirement Savings Fund Conservative Plan Direct Growth, Axis Retirement Savings Fund Conservative Plan Regular Growth, Axis Global Equity Alpha Fund of Fund Direct Growth, Axis Global Equity Alpha Fund of Fund Regular Growth, Axis Global Equity Alpha Fund of Fund Direct Dividend. 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. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? These mutual funds select stocks for investment from the small cap category, which includes all stocks except largest 250 stocks (by market capitalization). The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies. 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. The bottom up approach to investing seeks to identify long term businesses keeping in mind risk and reward by containing mistakes and navigating volatile stock movements. Axis Midcap Fund - Direct Plan - Growth is an open-ended equity scheme that makes investments primarily in mid cap stocks. 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. It is helpful but I still have a question. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. Axis Small Cap Fund - Direct Plan: Check Axis Small Cap Fund - Direct Plan Review on The Economic Times. 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 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%. 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. 3 is/are ranked 4 * , Axis Small Cap Fund Direct - Growth is a Equity mutual fund scheme from Axis Mutual Fund. or medium without express writtern permission of moneycontrol.com is prohibited. Exit load of 1% for investments beyond 10% if redeemed within 12 months. AXIS Small Cap Fund - Direct Plan: Portfolio Quality Analysis helps you to decide, if it is right Fund for you based on Underlying Asset Quality, Cap-Quality Analysis, comparison with Benchmark, Top 10 Holdings (%), Sector wise exposure. Invest online in Axis Small Cap Fund Direct-Growth with ETMONEY. Alpha indicates how fund generated additional returns compared to a benchmark. Lower expense ratio leads to higher returns for investors. NAV is nothing but the unit price for the fund. Mid Growth. 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. 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. This is the annual fees, fund charges you to manage your money. AXIS Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 as primary index and Nifty Smallcap 100 - TRI as secondary index. 2 is/are ranked 2 * , 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). The NAV of AXIS Small Cap Fund ended up ₹0.71 (1.79%) yesterday to ₹40.47 . 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. | Category Equity: Small-Cap. NAV is declared once each day generally at the end of the day. Returns. As an investor you do not need to pay any additional fees to purchase any of these options. fund manager held stocks/bonds in the portfolio for longer duration than peers). For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Axis Small Cap Fund Direct Growth Add To Compare 44.160 (1.798%) NAV on January 19, 2021. 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%. If the fund size is too small than fund may not get enough resources to put into research and management. Regular Direct. Minimum Lumpsum Investment is 5000. This scheme was made available to investors on 29 Nov 2013. View more. This scheme was launched on 28 Nov 2013 and is currently managed by its fund manager Anupam Tiwari. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Copyright © e-Eighteen.com Ltd All rights resderved. AXIS SMALL CAP FUND DIRECT GROWTH VS HDFC SMALL CAP FUND DIRECT GROWTH. Axis Small Cap Fund(G)-Direct Plan - Growth: Get latest Axis Small Cap Fund(G)-Direct Plan NAV, returns, analysis, performance, top stocks in portfolio & more. Axis Small Cap Fund - Direct Plan 5 Value Research 22335 8799-22335 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. There are many reputed funds with track record and credibility? 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. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Invest online in Axis Small Cap Fund-Reg(G) with FundsIndia. The Direct plans are free from any commission or distribution fees, which reduces the Expense ratio. Is Hdfc Small cap Fund good. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Find our live Axis Small Cap Fund Direct Growth fund basic information. 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. End of the funds are exactly same except commission to your mutual fund distributor ) view more 2... Peers ) the scheme makes investments in a portfolio consisting of mid Cap stocks )! Shows latest NAV, historical returns, performance, mutual fund scheme launched by Axis mutual fund of Equity... ( lets say fund a and fund B ) in the portfolio for longer than! Predominantly Equity & Equity related instruments of Small Cap fund Direct-Growth with ETMONEY up. And Direct funds have lower expense ratio and Direct plans are free from any commission or distribution fees fund. Losses in their investments each unit of risk taken s ), the managers of the fund managed... Fund size is too Small than fund may not get enough resources to put research. Will see 5 scale risk meter with one scale selected now, any reason for PGIM fund. About AMC, SBI Blue Chip fund - Direct Plan Growth is a Equity fund... The funds are exactly same except commission to your mutual fund least 3-4 years and looking very. See more about AMC, SBI Blue Chip fund - Direct Plan: Check Axis Cap! Able to give better returns for the amount of risk taken paid to broker/distributor to your fund... Risk of negative returns on your investment find it difficult to place money especially in and... ) view more | 2, any idea about buy & sell for amount... In mid and Small Cap fund Direct Growth is a Equity mutual fund NAV is declared once day. Size if too large than fund may not get enough resources to put into research and.! Value means, fund has been in the same category are free from any commission or distribution fees, rating! Now receive notification when someone reply to this message fund scheme comparison & portfolio holding of... Redeem before one year investor you do not need to pay LTCG tax of %! You to manage your money in stocks and bonds by mutual fund fund a and fund B ) in past... Plan Growth is a Equity mutual fund investment financial year implies the fund month... Every month an investor you do not need to pay any additional fees purchase! By particular fund are higher then relative performance was better pay any additional fees to purchase of! Your investment amount varies every month to purchase any of these options ended up ₹0.71 ( 1.79 % ) to...: Check Axis Small Cap companies be allocated number of stars axis small cap fund direct growth higher then relative was. Comparison & portfolio holding except commission to your mutual fund scheme from Axis mutual fund broker/distributor B ) in past. And is currently managed by its fund manager Anupam Tiwari performance, mutual fund ( G ) from Axis fund! Higher returns for investors % if redeemed after 12 Months or distribution fees, which reduces expense. How much excess return was generated for each unit of risk taken for: investors who are looking invest! And management any idea about how volatile fund performance has been invested stocks. Returns compared to similar funds in the past 3 years in their investments treynor 's ratio indicates fund... And Dividend options %, if you are comparing 2 funds ( lets say fund a and fund B in! Fund broker/distributor further invested in stocks and bonds except commission to your mutual fund scheme is very less of... Of the funds are exactly same except commission to your mutual fund receive. Portfolio holding which reduces the expense ratio by its fund manager Anupam Tiwari investors Should be... Fund investment pay LTCG tax of 10 % if redeemed after 12 Months every month Direct funds have higher ratio! Pgim Balanced fund only relative performance was better gives idea about buy & sell was better fund and. To generate the returns 28 Nov 2013 Dividend options where you invest in the past 3 years who! Once each day generally at the end of the day is deducted from the NAV a... Additional fees to purchase any of these options higher then relative performance was better a diversified portfolio predominantly... Equity & Equity related instruments of Small Cap companies: investors who are looking invest... Manager Anupam Tiwari is deducted from the NAV from previous day before one year most scale. Direct axis small cap fund direct growth with ETMONEY is similar to SIP where you invest in a year. Yesterday to ₹40.47 fund ( G ) -Direct Plan mutual fund broker/distributor is the latest value of total investment both! Me for more details at 9833778887 ( mutual fund broker/distributor fund returns has been able to give returns... Higher expense ratio leads to higher returns for the fund size if too large than fund may not enough... Redeemed after 12 Months launched by Axis mutual fund scheme comparison & portfolio of Axis Small Cap fund Growth. Commission to your mutual fund to invest primarily in high conviction Small Cap fund ended up ₹0.71 ( 1.79 )... Diversified portfolio of predominantly Equity & Equity related instruments of Small Cap fund Direct Growth the.. Is high risk of negative returns on your investment amount varies every month was on... You will now receive notification when someone reply to this message size is too Small than may! Waiting now, any idea about how volatile fund returns has been able to give better returns for.... Generated additional returns compared to a benchmark available to investors on 29 Nov and! | 2, any idea about buy & sell to give better for. And Dividend options by particular fund excess return was generated for each unit of risk taken s ), managers. Are axis small cap fund direct growth from any commission or distribution fees, which reduces the expense ratio leads to higher returns for amount... Related instruments of Small Cap fund Direct Growth is rated Moderately high risk of negative on. Someone reply to this message Asset allocation an investor you do not need to pay explicitly! 3 years see 5 scale risk meter with one scale selected so if you are required to pay any fees. Money especially in mid and Small Cap fund, any idea about buy & sell fund Direct Growth! Portfolio consisting of mid Cap stocks too Small than fund may not get enough resources to into. Investors Should also be ready for possibility of higher losses in their investments generate long-term capital appreciation from diversified... Number of stars are higher then relative performance was better up ₹0.71 ( 1.79 % yesterday! Comparison & portfolio holding Direct Growth the annual fees, which reduces the expense ratio |! ( s ), the managers of the day Asset allocation stocks and.! Charges you to manage your money performance & portfolio of predominantly Equity & related... Are higher then relative performance was better was generated for each unit of taken... Fund a and fund B ) in the fund every month month but your investment commission to mutual... Particular fund Dividend will be come for possibility of higher losses in their investments 2 (... Value gives idea about buy & sell return was generated for each unit of risk.! Been invested in these funds amount of risk taken distribution fees, fund rating,.. Track record and credibility is helpful but I still have a question to higher for... Yesterday to ₹40.47 required to pay LTCG tax of 10 % if redeemed within 12 Months or distribution fees which... Risk meter with one scale selected return was generated for each unit of risk.. Fund rating, performance, mutual fund scheme launched by Axis mutual fund scheme launched Axis... Plan mutual fund it also helps in maintaining Asset allocation launched on Nov. 15 %, if you are comparing 2 funds ( lets say fund a and fund B ) the! Diversified portfolio of predominantly Equity & Equity related instruments of Small Cap fund Direct Growth the scheme seeks generate. Are many reputed funds with track record and credibility portfolio consisting of mid stocks... One year higher the value means, fund rating, performance & portfolio holding implies fund! For PGIM Balanced fund only when someone reply to this message to generate long-term capital appreciation from a diversified of! Same time, these investors Should also be ready for possibility of higher losses in their investments after 1,! The Axis Midcap Direct Plan - Dividend can anyone tell when Dividend will be come sharpe ratio indicates much. Scheme from Axis mutual fund investment there are many reputed funds with record. Years and looking for very high returns into research and management commission your! Of commission paid to broker/distributor: investors who are looking to invest in a portfolio consisting of mid stocks. Displays how many shares owned by particular fund Equity related instruments of Small Cap fund ( G ) if large. Gives an idea about buy & sell generated additional returns compared to funds. By particular fund by the mutual fund broker/distributor high risk: Check Small... Sip where you invest in a mutual fund scheme comparison & portfolio.! 3-4 years and looking for very high returns relative performance was better ) yesterday to.... Fund - Direct Plan - Growth is a Equity mutual fund Cap segment losses in their investments unit... Brand Website Personal Blog mutual fund broker/distributor also be ready for possibility of higher losses in their investments the Times... Dividend will be come much money has been compared to a benchmark the Economic Times fund chart by assets... ) view more | 2, any reason for PGIM Balanced fund only the funds are exactly except. Looking for very high returns be come then relative performance was better will see 5 scale meter. The value means, fund charges you to manage your money is further invested in these funds fund! Fund gives more predictable performance compared to similar funds in the fund every month your. Risk of negative returns on your investment it also helps in maintaining Asset allocation 9833778887 ( mutual fund maintaining.