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 (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

107.64

22.66%

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 14.25
Sharpe Ratio 1.25
Alpha 1.25
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 5.24 21.62 23.31 30.03 18.72
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 12.53 - - - -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 9.85 38.42 33.42 35.76 -
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 8.38 29.7 29.88 33.06 -
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION 05-11-2023 6.27 - - - -
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 5.75 18.75 17.78 - -
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 5.71 22.59 22.76 - -
DSP Small Cap Fund - Regular - Growth 15-06-2007 5.39 23.33 24.2 31.85 17.29
Sundaram Small Cap Fund Regular Plan - Growth 10-02-2005 3.93 22.72 25.05 31.6 14.1
HDFC Small Cap Fund - Growth Option 02-04-2008 3.22 21.07 27.44 33.66 18.55

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

67.57%

Others

12.65%

Large Cap

3.7%

Mid Cap

16.12%

Feedback
Notification