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 (31-08-2025)
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

106.38

22.03%

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 14.19
Sharpe Ratio 0.85
Alpha 0.23
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 1.09 16.67 18.45 26.0 18.35
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 5.36 - - - -
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION 05-11-2023 3.98 - - - -
HDFC Small Cap Fund - Growth Option 02-04-2008 3.52 15.54 22.07 29.71 18.44
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 3.03 24.15 24.36 29.9 -
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 2.76 15.3 13.38 - -
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 1.53 23.16 25.32 24.08 -
Union Small Cap Fund - Regular Plan - Growth Option 10-06-2014 1.53 13.54 16.18 25.43 15.08
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 1.06 27.55 28.73 29.82 -
Sundaram Small Cap Fund Regular Plan - Growth 10-02-2005 0.2 15.79 20.04 27.01 14.0

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

65.93%

Others

10.75%

Large Cap

4.26%

Mid Cap

19.07%

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