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: - |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 25,657.85 Cr As on 29-08-2025(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 |
124.04
0.48 (0.387%)
23.76%
Benchmark: 16.25%
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 | 14.2 |
| Sharpe Ratio | 0.95 |
| Alpha | 2.08 |
| Beta | 0.69 |
| 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 | -0.05 | 18.02 | 19.34 | 27.27 | 20.51 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 2.08 | - | - | - | - |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | -0.37 | 16.49 | 22.03 | 29.56 | 19.1 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | -1.08 | 16.15 | 12.49 | - | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | -1.09 | 16.77 | 18.02 | 25.62 | 19.01 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | -1.52 | 24.96 | 24.21 | 28.93 | - |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | -1.8 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | -1.8 | 30.24 | 28.18 | 30.03 | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | -2.76 | 16.56 | 19.21 | 26.94 | 14.7 |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | -2.87 | 16.27 | 17.25 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
65.93%
Others
10.75%
Large Cap
4.26%
Mid Cap
19.07%
