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: 1.6% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 26,211.86 Cr As on 31-07-2025(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

106.34

22.29%

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 5 Months
7 Years 2 Months
7 Years 7 Months
10 Years 8 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 14.04
Sharpe Ratio 1.05
Alpha 1.3
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 - Regular Plan - Growth 05-11-2013 1.51 19.16 20.23 26.61 18.12
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 3.76 27.35 26.73 30.47 -
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 3.04 - - - -
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION 05-11-2023 1.45 - - - -
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 1.23 17.84 15.47 - -
HDFC Small Cap Fund - Growth Option 02-04-2008 0.67 18.06 24.83 30.11 18.07
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 0.08 31.94 30.33 30.75 -
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 -0.47 27.31 27.69 24.66 -
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 -0.66 19.11 19.9 - -
Sundaram Small Cap Fund Regular Plan - Growth 10-02-2005 -1.09 18.47 21.36 27.51 13.46

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

65.36%

Others

10.43%

Large Cap

4.26%

Mid Cap

20.0%

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