Unlocking the Potential: Axis Small Cap Fund Analysis with Manoj Kumar Jain

In this video, we dive deep into Axis Small Cap Fund, exploring its past performance and discussing whether it’s a suitable investment option at present.
Join us as we analyze the fund’s approach, portfolio allocation, investment style, and long-term growth potential. Discover the benefits investing small cap funds and learn why this fund may be suitable for investors with a high-risk appetite and a long-term investment horizon.
We also explore the minimum investment requirements, exit load details, and sectoral diversification. Don’t miss out on this insightful discussion on Axis Small Cap Fund.
Remember, investing involves risks, so conduct thorough research and consult with your financial advisor before making any investment decisions.
Visit the Axis Mutual Fund website for more information. Please note that past performance is not indicative of future results. Invest wisely and read all scheme-related documents carefully.

Disclaimer –

Kindly visit this link to explore : https://www.axismf.com/mutual-funds/equity-funds/axis-small-cap-fund/sc-dg/direct

Past performance may or may not be sustained in future. Since inception (29 th November 2013).
Different plans have different expense structure.
Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act,
1882, sponsored by Axis Bank Ltd. (liability restricted to Rs. 1 lakh). Trustee: Axis Mutual Fund
Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factor: Axis Bank
Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. It
has been decided to revise the limit for subscription of units under Axis Small Cap Fund, an open
ended equity scheme predominantly investing in small cap stocks, effective from October 1, 2021.
a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th
company in terms of full market capitalization. c. Small Cap: 251st company onwards
in terms of full market capitalization

Note: To view geographical spread refer https://www.axismf.com/statutory-disclosures
For further details on the scheme, kindly refer SID and KIM available at
https://www.axismf.com/statutory-disclosures
The sector mentioned herein are for general assessment purpose only and not a complete disclosure
of every material fact. It should not be construed as investment advice to any party. Past
performance may or may not be sustained in future.

Accordingly, following modifications shall be made in Scheme Information Document (“SID”)/Key Information Memorandum (“KIM”) of the Scheme:
• Fresh/ additional subscriptions/switch-ins will be allowed/ accepted only for an amount less than or equal to Rs. 1 crore per investor per day (across all folios), till further notice;
• Fresh/ new registrations through Systematic Investment Plan (“SIP”) or Systematic Transfer Plan (“STP”) or such other special product will be allowed/ accepted wherein the value of per instalment would be less than or equal to Rs. 1 Crore per investor (across all folios) till further notice, from the effective date.
Effective from May 15,2023.

Fresh/ new registrations through Systematic Investment Plan (“SIP”) or Systematic Transfer Plan
(“STP”) or such other special product will be allowed/ accepted wherein the value of per instalment
would be less than or equal to ₹1 crore per investor (across all folios) till further notice, from the
effective date. (May15, 2023). For more details please visit https://www.axismf.com/statutory-
disclosures

Note: The scheme was automatically converted into an open-ended scheme on completion of 5 years from its launch w.e.f. Nov 29, 2018

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

DISCLAIMER
Before taking any step, one should do due diligence and satisfy oneself. Matter discussed is based on information available in public domain. One should fully satisfy whether it meets one’s requirements and should check latest changes if any. One should do due diligence and research before taking any decision.
#ad