| Category: Equity: Small Cap |
| Launch Date: 23-11-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Smallcap 250 TRI |
| Expense Ratio: 0.57% As on (31-07-2025) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 26,211.86 Cr As on (31-07-2025) |
| Turn over: 28 |
Scheme Performance (%) Data as on - 09-09-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Axis Small Cap Fund - Direct Plan - Growth | 0.9 | 19.4 | 29.17 | 20.37 | 23.69 |
| NIFTY SMALLCAP 250 TRI | -6.91 | 21.61 | 29.38 | 16.48 | 16.19 |
| Equity: Small Cap | -3.97 | 19.04 | 29.05 | 17.52 | 17.05 |
Yearly Performance (%)
Fund Managers
Mr. Tejas Sheth, Mr. Mayank Hyanki, Ms. Krishnaa N
Investment Objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Small Cap Fund - Direct Plan - Growth | 11.79 | 0.95 | 2.08 | 0.69 | - | - |
| Equity: Small Cap | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Axis Small Cap Fund - Direct Plan - Growth | 23-11-2013 | 0.9 | 17.23 | 19.4 | 29.17 | 20.37 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 2.26 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | 0.81 | 15.66 | 22.36 | 31.14 | 19.06 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | 0.8 | 15.55 | 12.67 | 0.0 | 0.0 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 0.46 | 23.29 | 24.11 | 30.45 | 0.0 |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | -0.16 | 15.99 | 18.07 | 27.5 | 18.87 |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | -1.06 | 12.66 | 16.24 | 26.4 | 15.47 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | -1.34 | 0.0 | 0.0 | 0.0 | 0.0 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | -1.59 | 23.63 | 24.89 | 25.06 | 0.0 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | -1.65 | 28.37 | 27.91 | 31.34 | 0.0 |
Asset Allocation (%)
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
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