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: 1.59% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 26,316.14 Cr As on 31-12-2025(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 |
98.13
-1.73 (-1.763%)
20.64%
Benchmark: 15.43%
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 | 14.36 |
| Sharpe Ratio | 0.83 |
| Alpha | 0.83 |
| 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 - Regular Plan - Growth | 05-11-2013 | -2.1 | 7.17 | 15.73 | 19.73 | 17.95 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 4.16 | 6.98 | - | - | - |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 0.82 | - | - | - | - |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | 0.13 | 5.83 | 18.0 | 22.31 | 18.1 |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 0.02 | 6.59 | 17.84 | 20.56 | 14.16 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | -0.06 | 13.87 | 27.49 | 23.09 | - |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | -0.6 | 5.65 | 11.42 | - | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | -2.14 | 6.84 | 17.51 | 20.3 | 16.46 |
| Baroda BNP Paribas Small Cap Fund - Regular Plan - Growth option | 30-10-2023 | -2.18 | 4.79 | - | - | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | -2.23 | 10.88 | 21.3 | 22.89 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
68.01%
Others
8.16%
Large Cap
6.21%
Mid Cap
17.65%
Scheme Documents
There are no scheme documents available
