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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 26,196.55 Cr As on 30-06-2025(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

125.08

24.24%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 14.27
Sharpe Ratio 1.33
Alpha 2.41
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 7.12 22.52 25.36 32.17 20.1
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 12.74 - - - -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 10.7 38.18 34.21 36.09 -
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 9.93 29.51 30.71 33.64 -
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION 05-11-2023 6.51 - - - -
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 6.47 18.28 18.17 - -
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 5.98 21.21 23.94 30.43 18.59
DSP Small Cap Fund - Regular - Growth 15-06-2007 5.94 23.07 24.74 32.41 17.11
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 5.6 22.22 23.22 - -
Sundaram Small Cap Fund Regular Plan - Growth 10-02-2005 4.63 22.59 25.74 32.21 14.01

Scheme Characteristics

Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

62.05%

Others

11.39%

Large Cap

4.23%

Mid Cap

22.41%

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