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: 1.74% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 23,919.68 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 0.38% | 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 |
108.66
-0.6 (-0.5522%)
21.09%
Benchmark: 15.75%
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 | 17.09 |
| Sharpe Ratio | 0.74 |
| Alpha | -0.06 |
| Beta | 0.73 |
| 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 | 13.16 | 10.83 | 18.04 | 18.1 | 18.4 |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 30.39 | - | - | - | - |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 28.3 | 13.95 | 22.01 | 19.19 | 16.64 |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 21.41 | 12.1 | 20.63 | 19.32 | 16.79 |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 21.31 | 11.68 | 22.14 | 20.03 | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 19.35 | 10.87 | 20.72 | 19.2 | 15.02 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 19.2 | 16.35 | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | 18.84 | 15.35 | 30.48 | 22.69 | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 18.63 | 11.87 | 26.23 | 17.44 | - |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 31-05-2007 | 18.54 | 9.96 | 18.72 | 14.95 | 13.44 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
67.94%
Others
12.18%
Large Cap
5.92%
Mid Cap
13.96%
