Axis Small Cap Fund - Regular Plan - IDCW
Fund House: Axis Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 29-11-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 1.59% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 26,316.14 Cr As on 31-12-2025(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 |
40.9
0.23 (0.5623%)
20.03%
Benchmark: 15.53%
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 | 11.78 |
| Sharpe Ratio | 1.4 |
| Alpha | 4.45 |
| Beta | 0.63 |
| 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 - IDCW | 29-11-2013 | 2.45 | 6.32 | 16.34 | 18.79 | 17.43 |
| Mirae Asset Small Cap Fund - Regular Plan - Growth | 10-01-2025 | 12.5 | - | - | - | - |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 8.36 | - | - | - | - |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 8.3 | 7.48 | - | - | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 7.41 | 8.68 | 20.17 | 21.13 | 17.34 |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | 7.33 | 5.6 | 19.83 | 22.3 | 18.73 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | 7.09 | 13.56 | 30.22 | 23.78 | - |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 31-05-2007 | 7.06 | 5.99 | 18.19 | 16.55 | 13.81 |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 7.05 | 6.63 | 19.13 | 19.79 | 15.83 |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 6.44 | 7.36 | 20.4 | 21.05 | 15.03 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
68.01%
Others
8.16%
Large Cap
6.21%
Mid Cap
17.65%
Scheme Documents
There are no scheme documents available
