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 |
105.87
0.97 (0.9162%)
21.51%
Benchmark: 15.88%
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 | 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 | -2.23 | 11.56 | 18.19 | 21.75 | 17.79 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 4.15 | 9.94 | - | - | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 0.23 | 10.05 | 20.3 | 22.19 | 13.53 |
| ICICI Prudential Smallcap Fund - Growth | 01-10-2007 | -0.6 | 7.76 | 16.84 | 21.98 | 15.77 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | -1.13 | 19.47 | 29.99 | 25.61 | - |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | -1.2 | 10.07 | 20.13 | 24.59 | 17.63 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | -1.47 | 9.5 | 13.91 | - | - |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | -1.65 | - | - | - | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | -2.65 | 10.85 | 20.14 | 22.57 | 16.07 |
| Quant Small Cap Fund - Growth - Regular Plan | 24-11-1996 | -3.08 | 9.28 | 20.09 | 29.12 | 19.16 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
67.54%
Others
8.14%
Large Cap
5.87%
Mid Cap
18.47%
Scheme Documents
There are no scheme documents available
