Axis Small Cap Fund - Direct Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 23-11-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 0.56% 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 |
119.88
-0.78 (-0.6507%)
22.85%
Benchmark: 15.72%
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 3 Months
7 Years 0 Months
7 Years 5 Months
10 Years 2 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 | 14.36 |
| Sharpe Ratio | 0.92 |
| Alpha | 2.37 |
| 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 - Direct Plan - Growth | 23-11-2013 | -4.46 | 11.6 | 18.21 | 23.33 | 19.5 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | -0.88 | 8.7 | - | - | - |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | -3.69 | - | - | - | - |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | -4.47 | 9.36 | 19.58 | 24.96 | 17.78 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | -4.48 | 8.53 | 12.19 | - | - |
| ICICI Prudential Smallcap Fund - Growth | 01-10-2007 | -4.53 | 7.71 | 15.68 | 22.22 | 15.66 |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | -4.53 | 8.78 | 18.99 | 22.34 | 13.43 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | -5.4 | 19.2 | 28.53 | 25.66 | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | -5.45 | 10.42 | 16.93 | 21.79 | 18.01 |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | -6.0 | 10.48 | 18.99 | 22.21 | 16.2 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
67.19%
Others
9.46%
Large Cap
5.1%
Mid Cap
18.26%
