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: 1.59% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 26,838.22 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 28% | 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 |
105.63
-0.59 (-0.5586%)
21.46%
Benchmark: 15.87%
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 | 14.35 |
| Sharpe Ratio | 0.84 |
| Alpha | 1.26 |
| Beta | 0.7 |
| 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 | -0.13 | 10.64 | 18.64 | 21.24 | 17.81 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 7.2 | 9.49 | - | - | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 2.86 | 9.16 | 20.8 | 21.95 | 13.68 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | 2.18 | 18.46 | 30.67 | 25.35 | - |
| ICICI Prudential Smallcap Fund - Growth | 01-10-2007 | 1.46 | 6.74 | 17.09 | 21.37 | 15.85 |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | 1.19 | 8.9 | 20.41 | 24.07 | 17.7 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | 0.82 | 8.58 | 14.09 | - | - |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 0.28 | - | - | - | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 0.16 | 10.58 | 20.48 | 22.12 | 16.11 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 0.09 | 10.21 | 25.25 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
67.54%
Others
8.14%
Large Cap
5.87%
Mid Cap
18.47%
Scheme Documents
There are no scheme documents available
