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  • Axis Small Cap Fund - Regular Plan - Growth
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Axis Small Cap Fund - Regular Plan - Growth

Category: Equity: Small Cap

Launch Date: 05-11-2013

Riskometer: Very High

NAV as on 14-08-2025

₹ 104.68

₹ -0.16 ( -0.1528%)

CAGR Since Inception

22.17%

NIFTY Smallcap 250 TRI 16.15%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

Mr. Tejas Sheth, Mr. Mayank Hyanki, Ms. Krishnaa N

Investment Objective

To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

Benchmark

NIFTY Smallcap 250 TRI

Expense Ratio

1.6% As on (31-07-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

26,211.86 Cr As on (31-07-2025)

PERFORMANCE of Axis Small Cap Fund - Regular Plan - Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 14-08-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Small Cap Fund - Regular Plan - Growth 4.02 19.08 27.77 17.84 22.17
NIFTY SMALLCAP 250 TRI -1.9 23.56 30.09 15.02 16.15
Equity: Small Cap -1.01 20.44 29.37 16.46 16.58
Nav Movement
RETURNS CALCULATOR for Axis Small Cap Fund - Regular Plan - Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Small Cap Fund - Regular Plan - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Small Cap Fund - Regular Plan - Growth 11.78 1.05 1.3 0.69 - -
Equity: Small Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Axis Small Cap Reg Gr 27.77
Invesco India Small Cap Reg Gr 31.51
Motilal Oswal Small Cap Reg Gr 0.0
Bandhan Small Cap Reg Gr 31.87
PGIM India Small Cap Fund Reg Gr 0.0
Quantum Small Cap Fund Reg Gr 0.0
HDFC Small Cap Reg Gr 31.0
ITI Small Cap Reg Gr 25.32
UTI Small Cap Reg Gr 0.0
Sundaram Small Cap Reg Gr 28.55
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 19.39
Healthcare 13.59
Capital Goods 12.55
Chemicals 8.94
Fast Moving Consumer Goods 6.23
Automobile and Auto Components 5.64
Consumer Durables 4.69
Realty 4.26
Information Technology 4.21
Construction 2.99
Portfolio Holdings
Company Holdings (%)
Clearing Corporation of India Ltd 6.24
Krishna Institute Of Medical Sciences Limited 3.09
BRIGADE ENTERPRISES LIMITED EQ 2.37
CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/- 2.32
CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/- 2.27
JB Chemicals & Pharmaceuticals Limited 2.02
Net Receivables / (Payables) 1.97
MCX INDIA LIMITED EQ NEW RS. 10/- 1.94
KAYNES TECHNOLOGY INDIA LIMITED EQ 1.92
NARAYANA HRUDAYALAYA LIMITED EQ 1.85
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