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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 25,987.18 Cr As on 30-09-2025(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

107.77

22.05%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Smallcap 250 TRI
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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 5.49 18.43 19.06 26.01 18.4
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 9.34 26.41 25.79 31.11 -
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 8.42 - - - -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 8.04 31.77 31.13 30.74 -
HDFC Small Cap Fund - Growth Option 02-04-2008 7.87 18.21 23.16 30.28 18.41
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 6.68 25.64 26.26 24.97 -
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION 05-11-2023 6.47 - - - -
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 6.29 18.0 14.37 - -
Union Small Cap Fund - Regular Plan - Growth Option 10-06-2014 5.31 14.59 17.17 25.72 15.24
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 4.79 18.76 18.69 - -

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

66.35%

Others

0.62%

Large Cap

14.13%

Mid Cap

18.9%

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