NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹101.44
0.67%
NAV as on 16 Nov 24, 12:00 AM
very high risk
small cap
equity
NAV as on 16 Nov 24, 12:00 AM
very high risk
small cap
equity
26.88%p.a.
Last 1Y
18.17%p.a.
Last 3Y
26.57%p.a.
Last 5Y
24.05%p.a.
Since Inception
About Axis Small Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Axis Small Cap Fund Growth scheme from Axis Asset Management Company Limited. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Nov 2013, Axis Small Cap Fund Growth is Small-Cap fund of its category with 24,766 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- Axis Small Cap Fund Growth delivered 26.9% annual returns during the last year. It has delivered 24.1% average annual returns since the fund was launched.
- Axis Small Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Top 10 Holdings
Blue Star Ltd
3.84%
Brigade Enterprises Ltd
3.52%
Cholamandalam Financial Holdings Ltd
3.12%
Krishna Institute of Medical Sciences Ltd
2.42%
Kaynes Technology India Ltd
2.33%
CCL Products (India) Ltd
1.97%
J.B. Chemicals & Pharmaceuticals Ltd
1.83%
PB Fintech Ltd
1.70%
Galaxy Surfactants Ltd
1.69%
Ahluwalia Contracts (India) Ltd
1.67%
Fund Managers
- Tejas Sheth (May 2024 - Present)
- Mayank Hyanki (Aug 2023 - Present)
- Krishnaa N (Mar 2024 - Present)
Key Information
View Scheme Document
Axis Small Cap Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Axis Small Cap Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Axis Small Cap Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Axis Small Cap Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
Nippon India Small Cap Fund - Growth
very high risk | equity
25.4%
HDFC Small Cap Fund Growth
very high risk | equity
21.2%
SBI Small Cap Fund Plan Growth
very high risk | equity
16.8%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved