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: 1.6% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 25,987.18 Cr As on 30-09-2025(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 |
106.24
0.62 (0.5836%)
22.0%
Benchmark: 16.14%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 5 Months
7 Years 2 Months
7 Years 7 Months
10 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 | 14.19 |
| Sharpe Ratio | 0.85 |
| Alpha | 0.23 |
| 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 | -1.48 | 16.76 | 18.55 | 25.88 | 18.33 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 2.07 | - | - | - | - |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 0.97 | - | - | - | - |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | 0.86 | 16.0 | 22.57 | 29.84 | 18.48 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | -0.35 | 24.62 | 24.8 | 30.2 | - |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | -0.36 | 16.12 | 13.83 | - | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | -1.87 | 23.68 | 25.72 | 24.36 | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | -1.89 | 28.24 | 29.34 | 30.26 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | -2.74 | 16.84 | 17.81 | - | - |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | -2.87 | 13.56 | 16.4 | 25.54 | 15.04 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
65.93%
Others
10.75%
Large Cap
4.26%
Mid Cap
19.07%
