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
₹48.64
-3.63%
NAV as on 16 Jan 25, 12:00 AM
very high risk
small cap
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
small cap
equity
24.63%p.a.
Last 1Y
20.54%p.a.
Last 3Y
26.75%p.a.
Last 5Y
23.66%p.a.
Since Inception
About Axis Small Cap Fund Pyt of Inc Dis cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Axis Small Cap Fund Pyt of Inc Dis cum Cap Wdrl 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 Dec 2013, Axis Small Cap Fund Pyt of Inc Dis cum Cap Wdrl is Small-Cap fund of its category with 24,353.17 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- Axis Small Cap Fund Pyt of Inc Dis cum Cap Wdrl delivered 24.6% annual returns during the last year. It has delivered 23.7% average annual returns since the fund was launched.
- Axis Small Cap Fund Pyt of Inc Dis cum Cap Wdrl 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
3.51%
Brigade Enterprises Ltd
3.14%
Kaynes Technology India Ltd
2.62%
Krishna Institute of Medical Sciences Ltd
2.61%
Cholamandalam Financial Holdings Ltd
2.53%
CCL Products (India) Ltd
2.26%
PB Fintech Ltd
2.02%
J.B. Chemicals & Pharmaceuticals Ltd
1.72%
Galaxy Surfactants Ltd
1.62%
Can Fin Homes Ltd
1.53%
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 Pyt of Inc Dis cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Axis Small Cap Fund Pyt of Inc Dis cum Cap Wdrl
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 Pyt of Inc Dis cum Cap Wdrl?
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 Pyt of Inc Dis cum Cap Wdrl
- 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
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