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: 1.61% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 23,919.68 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 0.38% | 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 |
108.27
1.35 (1.2469%)
21.08%
Benchmark: 15.75%
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 | 15.65 |
| Sharpe Ratio | 0.51 |
| Alpha | -0.8 |
| Beta | 0.72 |
| 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 | 12.22 | 9.57 | 18.42 | 18.17 | 18.39 |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 29.56 | - | - | - | - |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 27.46 | 11.93 | 21.89 | 19.04 | 16.7 |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 22.41 | 11.03 | 21.37 | 19.71 | 16.89 |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 19.69 | 9.5 | 21.21 | 19.39 | 15.17 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 19.42 | 14.79 | - | - | - |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 18.91 | 10.32 | 22.4 | 19.93 | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | 18.69 | 14.13 | 30.97 | 23.06 | - |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 31-05-2007 | 18.34 | 7.98 | 19.38 | 15.19 | 13.65 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 18.02 | 7.48 | 25.13 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
67.94%
Others
12.21%
Large Cap
5.92%
Mid Cap
13.96%
