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 (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 26,838.22 Cr As on 28-11-2025(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 |
104.83
0.04 (0.0382%)
21.51%
Benchmark: 15.79%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 14.35 |
| Sharpe Ratio | 0.84 |
| Alpha | 1.26 |
| 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 | -4.18 | 11.26 | 17.28 | 22.34 | 18.27 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 0.16 | 9.43 | - | - | - |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | -0.75 | - | - | - | - |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | -2.31 | 9.68 | 12.55 | - | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | -2.88 | 9.77 | 19.46 | 23.04 | 13.87 |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | -3.75 | 10.14 | 19.73 | 25.36 | 18.05 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | -4.11 | 16.44 | 23.58 | 26.43 | - |
| ICICI Prudential Smallcap Fund - Growth | 01-10-2007 | -4.16 | 8.27 | 15.92 | 22.81 | 16.03 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | -4.38 | 19.78 | 28.52 | 26.12 | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | -4.94 | 11.09 | 19.27 | 22.57 | 16.65 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
67.19%
Others
9.46%
Large Cap
5.1%
Mid Cap
18.26%
