Axis Small Cap Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 05-11-2013 |
| Asset Class: Equity |
| Benchmark: Nifty Smallcap 250 TRI |
| TER: 1.69% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 31,434.34 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: 0.42% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment:For 10% of investments: NIL on FIFO basis For remaining investments: 1% w.e.f., 29/11/2018 |
117.72
2.08 (1.7669%)
21.2%
Benchmark: 15.8%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.81 |
| Sharpe Ratio | 0.63 |
| Alpha | 1.39 |
| Beta | 0.74 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 8.64 | 3.86 | 14.66 | 14.91 | 18.13 |
| TrustMF Small Cap Fund -Regular Plan-Growth | 04-11-2024 | 27.89 | - | - | - | - |
| Bank Of India Small Cap Fund Regular Plan Growth | 12-12-2018 | 23.34 | 7.4 | 20.14 | 18.22 | - |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 19.94 | 8.55 | 16.65 | 16.48 | 16.43 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 19.67 | 11.51 | - | - | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 18.65 | 7.91 | 23.23 | 17.45 | - |
| Aditya Birla Sun Life Small Cap Fund - Growth | 31-05-2007 | 16.24 | 4.71 | 14.52 | 12.94 | 12.55 |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 16.17 | 6.73 | 16.76 | 17.31 | 16.26 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 14.55 | 3.19 | 18.86 | - | - |
| JM Small Cap Fund (Regular) - Growth Option | 27-06-2024 | 14.44 | 3.32 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
74.21%
Others
8.39%
Large Cap
6.9%
Mid Cap
10.5%
