NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Axis Small Cap Fund Growth for NRI [109.69]

Min Investment

100

Fund Size

23,952.33 Cr

Expense Ratio

1.6%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

109.69

0.38%

NAV as on 09 Dec 24, 12:00 AM

very high risk

small cap

equity

NAV as on 09 Dec 24, 12:00 AM

very high risk

small cap

equity

31.76%p.a.

Last 1Y

21.57%p.a.

Last 3Y

28.61%p.a.

Last 5Y

23.93%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 23,952.33 Cr fund under management as on Dec 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 31.8% annual returns during the last year. It has delivered 23.9% 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

3.60%

Brigade Enterprises Ltd

3.03%

Cholamandalam Financial Holdings Ltd

2.70%

Krishna Institute of Medical Sciences Ltd

2.45%

Kaynes Technology India Ltd

2.42%

J.B. Chemicals & Pharmaceuticals Ltd

1.98%

CCL Products (India) Ltd

1.97%

PB Fintech Ltd

1.84%

Galaxy Surfactants Ltd

1.72%

Can Fin Homes Ltd

1.64%

Fund Managers

  1. Tejas Sheth (May 2024 - Present)
  2. Mayank Hyanki (Aug 2023 - Present)
  3. Krishnaa N (Mar 2024 - Present)

Key Information

View Scheme Document

Axis Small Cap Fund Growth SIP Calculator

If invested

5,000

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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

Frequently Asked Questions