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 (30-03-2026) |
| 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: 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 |
123.36
0.69 (0.5593%)
22.4%
Benchmark: 15.63%
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 | 15.67 |
| Sharpe Ratio | 0.58 |
| Alpha | 0.29 |
| Beta | 0.72 |
| 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 | 8.57 | 9.28 | 19.29 | 19.65 | 19.7 |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 22.11 | - | - | - | - |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 20.6 | 9.98 | 21.13 | 18.59 | 16.29 |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 17.81 | 9.44 | 20.97 | 19.6 | 16.83 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 14.14 | 13.29 | - | - | - |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 31-05-2007 | 13.79 | 6.69 | 19.52 | 15.28 | 13.46 |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 13.52 | 8.54 | 22.02 | 20.02 | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 13.46 | 7.4 | 20.33 | 18.91 | 14.83 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | 12.76 | 12.72 | 30.72 | 22.76 | - |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 12.67 | 5.97 | 24.25 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
67.94%
Others
12.21%
Large Cap
5.92%
Mid Cap
13.96%
